Client Onboarding & Integration Lead (FinTech)
Talos
A leading technology firm in digital assets is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional clients. This role involves managing the entire onboarding process, ensuring successful deployment of trading infrastructure, and requires proficiency in client-facing communication and technical integration skills. Ideal candidates should have over 3 years of experience in a related field and be familiar with SQL and APIs. The role supports a hybrid work environment in New York. #J-18808-Ljbffr Talos
- Digital Insurance LLC seeks a Client Success Specialist to oversee onboarding for newly acquired clients, guiding end-to-end configuration of employee benefit... ...enrollment readiness while mitigating risks and maintaining data integrity. #J-18808-Ljbffr Digital Insurance LLCSuggested
$141k - $162k
...financial institutions and fintechs turn to Alloy to take... ...only as powerful as a client’s ability to use it.... ...our Client Enablement Lead, you’ll report into... ..., reduces friction in onboarding, and enables clients to... ...policy builders, engineers integrating via API, compliance...SuggestedWork at officeLocal areaImmediate startWork from homeHome officeMonday to FridayFlexible hours3 days per week$150k - $180k
...based company is seeking a Senior Post-Sales Technical Delivery Resource in New York, responsible for end-to-end onboarding and integration of enterprise clients. The ideal candidate will have over 7 years of experience in technical project management within an enterprise...Suggested- ...for a Servicing Travel Advisor IV - Client Engagement Quality Control Lead. This role combines client... ...quality control, ensuring a seamless onboarding experience for luxury and high-net-... ...onboarding workflows, and ensuring data integrity across CRM platforms. A Bachelor's...Suggested
- ...primary contact for various stakeholders. You will lead kickoff sessions, train partners, and ensure smooth onboarding while maintaining high customer satisfaction.... ...degree and 3-5 years of experience in payments or fintech, along with strong project management skills....SuggestedRemote job
- National Digital Trust Company (In Organization) is seeking a Client Onboarding Associate to lead onboarding for institutional clients, including account setup, KYC/AML reviews, and training. You will coordinate with Operations, Compliance, Risk, Legal, and Technical teams...Remote job
- A top-tier investment banking firm in New York is seeking a Client Onboarding AVP for a full-time role. The ideal candidate will have a strong... ...-boarding clients, ensuring compliance with regulations, and leading a team. This position offers benefits including medical,...Full time
- Aflac Incorporated is seeking a full-time remote Client Implementation Manager responsible for managing client onboarding processes. You will be the primary point of contact for clients while coordinating with internal teams to ensure successful implementation of disability...Remote jobFull time
- JPMorgan Chase & Co. is looking for a Servicing Travel Advisor IV - Client Engagement Quality Control Lead to enhance client onboarding experiences. You will oversee lead intake quality control and streamline workflows while ensuring operational excellence across all engagement...
$140k - $160k
Versana LLC. in New York is looking for a Senior Implementation Analyst to enhance the onboarding of clients within the syndicated loan market. The candidate should have 7+ years of experience in software project implementation, specifically in financial services, along...- Onshore in New York is seeking a Client Success Associate to lead onboarding, build trusted client relationships, and coordinate cross-functional efforts to ensure successful product delivery. You will train clients on our platform, translate complex requirements into actionable...
$191k - $242k
FalconX is seeking a Senior Manager, Global KYC and Client Onboarding in New York City. This role involves developing and maintaining a comprehensive global KYC program while ensuring compliance with regulatory requirements. You'll manage client onboarding processes, collaborate...$143k
TytoCare, based in New York, is seeking a full-time Senior Technical Integration and Onboarding Manager. This role involves managing customer onboarding for technical implementations, requiring strong project management skills and a background in healthcare technology....Full time$89k - $95k
...based in New York. The role involves end-to-end implementation of Cash Management Services, ensuring accurate setup and smooth onboarding for clients. Candidates should have 2-5 years of experience in financial services, proficiency in English and Japanese, and the ability...- Conveo.ai is seeking a Client Success Manager to be the face of the company for enterprise clients. Based in New York, you'll drive client... ...platform. Key responsibilities include managing accounts from onboarding to expansion, building strong relationships with VP/SVP...
- A leading investment bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role requires strong communication skills to onboard clients while ensuring compliance with KYC and AML regulations. The successful candidate will manage operational...Full time
- Alteva RCM in New York is seeking a Client Coordination Manager responsible for leading the onboarding process for new clients and ensuring successful transitions. This role acts as a bridge between Business Development and operational teams, overseeing client information...
- ...Compliance Analyst to manage the customer onboarding process and ensure compliance with... ...of experience in compliance roles within fintech or regulated financial services, excelling... ...reviewing applications, communicating with clients and internal teams, and contributing to...
- Ncontracts is seeking a TPRM Implementation Specialist responsible for managing client onboarding and ensuring successful product adoption. The role demands strong influencing skills and the ability to work both independently and collaboratively. Ideal candidates will have...Work at office
- ...Servicing Travel Advisor IV Client Engagement Quality Control Lead Join Valerie Wilson Travel as a Servicing... ...quality control, streamlining onboarding workflows, and elevating operational... ...client engagement with rigorous data integrity, metric-driven performance reporting...Work at office
$140k - $160k
...looking for a strategic, client-focused Engagement Lead to drive adoption and usage... ...the full lifecycle from onboarding through upsell. This is... ...teams, new features, deeper integrations). Drive Adoption: Lead... ...success in a B2B SaaS, fintech, or wealth management environment...Work at officeHome office£70k - £100k per year
Valitana LLC is seeking a Senior Associate in Client Services to support their client success team with financial analysis and compliance. This remote role requires 5-8+ years in finance-related fields and advanced Excel skills. You will work with clients, providing solutions...Remote job- Castleisland is looking for a Client Onboarding Specialist to oversee technical implementations for institutional clients in New... ...role entails managing the end-to-end onboarding process, leading technical integrations with APIs, and collaborating with teams to ensure...
- A leading financial technology company in New York is seeking a Client Solutions Manager to ensure the successful implementation of their Engine platform for clients. This role involves managing relationships, understanding client needs, and coordinating with product and...
- ...to drive value for our clients through creative,... ...who have the expertise, integrity and dedication needed... ...seeking an AI Enablement Lead to join the firm in the... ...vendors; support onboarding where appropriate Maintain... ...Product Manager at a FinTech, PropTech, Private Equity...Work at officeLocal areaVisa sponsorship
- Petvisor is looking for an Implementation Project Manager to onboard and configure new customers at PetDesk. This role requires a consultative approach, ensuring smooth transitions to our software while identifying unique customer needs. The ideal candidate should have...
- A dynamic fintech company in New York seeks a Client Success Manager to enhance client relationships and ensure platform adoption. This role requires 3+ years of experience in a client-facing position within banking, focusing on alternatives. Strong communication and leadership...
- ...North America business and looking for a Lead Onboarding Specialist who not only owns the... ...enjoys rolling up their sleeves with clients while mentoring others, setting standards... ...Educate users on platform functionality, integrations and workflow best practices Account...Full timeRemote workFlexible hours
$124k - $155k
...high-stakes, high-impact integrations with trading partners... ...Ridgeline is seeking a Lead Partnerships Manager to... ...technical implementation and client success—coordinating broker onboardings and FIX connectivity... ...experience working at a FinTech, trading platform provider...- Technical Program Manager, Integrations (In Person, New York City) About the Role Salsa is hiring... ...kickoff through production launch. You lead partner meetings, own timelines and... ...environments Preferred: Experience in fintech, payroll, payments, API / embedded applications...Contract work
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