Product Lead: Front-to-Back Platform & Client Onboarding
$65k - $113.75kState Street
State Street is seeking a Product Manager to develop client solutions for their innovative client servicing platform. This role includes responsibilities such as onboarding clients, managing complex relationships, and leading data conversion efforts. The ideal candidate will have 5+ years of experience in the financial industry, a bachelor's degree, and strong project management skills. The position offers a competitive salary range of $65,000 – $113,750 annually and comprehensive benefits including 401(k) and health insurance. #J-18808-Ljbffr State Street
- .... The candidate will guide the environment and data strategy workstream and manage complex programs for client onboarding onto State Street's front-to-back platform. The ideal candidate will possess a strong analytical mindset, 15+ years of financial industry experience...PlatformFlexible hours
$65k - $113.75k
...architecture to develop client solutions and implement the industry’s first front‑to‑back client servicing platform. The Product Manager role requires senior... ...Design solutions and onboard new clients onto State Street... ...front‑to‑back platform. Lead workflow analysis, data...PlatformTemporary work- ...(U.K.) Limited in Boston is seeking a Senior Associate for Client Onboarding. This role focuses on working with clients to facilitate efficient... ..., excellent problem-solving skills, and proficiency in CRM platforms. A Bachelor's degree and over 7 years of experience in...Platform
- Tabs is the leading AI-native revenue platform for modern finance and accounting... ...looking for a Senior Product Manager to own how merchants get onboarded, configured, and live... ...work smart. Get in front of the customer, use... ...bigger picture in the back of our minds. We work...PlatformFull timeContract workWork at officeShift work
- Senior Associate, Client Onboarding Hybrid work arrangement. The Senior Associate, Client Onboarding will work closely with our prospects... ...priorities while being very organized. Proficiency with CRM platforms (e.g., Salesforce), Microsoft Office suite, and workflow/project...PlatformWork at office
- ...Client Success Associate Stropro is looking... ...prospecting, qualifying and onboarding of accredited... ...onto the Stropro platform. Stropro is an... ...in December 2019, backed by VCs and private... ...have partnered with leading global investment... .... Our investment products are responsive to...Platform
- ...STREET CORPORATION is looking for an experienced Client Solution Manager (CSM) who possesses a deep understanding of the Front to Back servicing model. The ideal candidate will... ...for fostering trust with clients while leading delivery across teams. Candidates should have...Platform
- ...cutting-edge real estate platform revolutionizing the way agents... ..., and excellence in client service. We’re seeking a Front Desk / Database Manager who... ...support and technical onboarding, ensuring our agents and... ...relationships and generate leads Collaborate with office...PlatformWork at office
$170k - $267.5k
...Alpha Head of Cash Service Product Development and Strategy, Managing... .... This global business lead is responsible for managing... ...Delivery, Global Sales, Global Client Management, Alpha... ...Extensive experience with the front, middle and/or back office processing Superb communicator...Temporary workWork at officeFlexible hoursShift work- Fynetra is looking for a Data Product Owner in Boston, MA to lead the Client 360 initiative. This hands-on role requires over 7 years of experience in data product ownership and expertise in SQL, with a focus on integrating data from various sources. You will develop and...Platform
- We are looking for a front-end developer who is passionate... ...supported browsers and platforms Maintaining and... ...libraries Assisting back-end developers in... ...branding throughout our product interfaces Staying up... ...CSS3 ~ Well-versed in client-side scripting and JavaScript...Platform
$130k - $170k
...Title Senior Front-end Software Engineer... ...development team. Our product is a collaborative... ...with a Firebase back end. The successful... ..., Inc. (MSI) is a leading services and... ...planning and analytics platform. The real-time, cloud... ...programs help clients make their projects...PlatformFor contractorsRemote work$79k - $113k
About the Role The Investment Product Competitive Analysis Lead Analyst plays a key role in shaping MFS’s... ...actionable insights to senior leadership and client-facing teams. It drives competitive... ...using industry research platforms like eVestment to support strategic...PlatformLocal areaFlexible hours- ...enthusiasm for helping our clients, taking care of our... ...Using a broad investment product and thought leadership platform along with cutting edge digital... ...digital technology, you will be front and center representing... ...sponsored events such as Back to School Events, Managing...PlatformLocal area
- ...Senior Back-End Engineer We are looking for a talented... ...-based contract analytics platform and ensure it scales... ...base. •Collaborate with product managers as well as front-end engineers in a high-speed... ...years ago we had just one client; now we have over 100 and...PlatformContract work
$132.5k - $338.3k
...drive growth with digital innovation, platform modernization, improved product distribution, and personalized... ...even greater opportunities for our clients to differentiate and scale business... ...Responsibilities Solution Development: Lead the end-to-end development of the ALIP...PlatformWork experience placementLive inWork at officeLocal area$55.39k - $80.01k
...to our colleagues, clients and communities.... ...client and broker onboarding, processes renewal... ...brokers on Trustmark products and processes... ...recurring issues, and lead initiatives to... ...systems, enrollment platforms, Microsoft Office,... ...Assistant Program, Back-up Care for Children...PlatformWork at office$19 per hour
DEPARTMENT OVERVIEW The Client Services Department is responsible... ...Technologies Club, DugoutClub, Front Row Club, Aura Club and Aura... ...will play a key role in the onboarding logistics of all first-year members... ...Salesforce or a CRM based platform preferred. Qualtrics and...PlatformHourly payWork at officeNight shift$31.2k - $90k
...Registered Client Service Associate Registered... ...including banking products and services and... ...requests Onboard and maintain client... ...and social media platforms, and planning client... ...the right thing, leading with exceptional ideas... ..., and giving back - aren't just beliefs...PlatformTemporary workWork at officeLocal area$31.2k - $90k
...SUMMARY Registered Client Relationship... ...trusted relationships. Leading with a client first... ..., eAuthorization) Onboard and maintain... ...procedures and new platforms Participating in firm... ...financial services products, including but not... ...inclusion, and giving back - aren’t just...PlatformTemporary workWork at officeLocal area$62k - $75k
...Ketryx is an AI software platform that enables... ...life‑saving regulated products in weeks instead of years... ...Fortune 500 MedTech market. Backed by Lightspeed Ventures... ...customers from onboarding through long‑term partnership... ...Success: Partner with clients during onboarding and...PlatformFull timeWork at officeWorldwideMonday to Friday- ...Job Title: Product Manager Location: Greater... ...on investment platforms, with clear ownership... ...Domain Analysis Lead requirements elicitation... ...and operations across front to back-office teams in asset... ...performance, reconciliation, client reporting Working...PlatformPart time
- ...Consultant - Sales Enablement, Client Reporting, and Digital/Web... ...as sales training and productivity tools. But architecting... ...and data services/APIs to leading platforms. Olmstead is looking for... ...investment systems supporting the front/middle/back office (e.g., OMS,...Platform
- ...Associates ("CA") is a leading global investment... ...net worth private clients implement and... ...performance report production across multiple asset... ...and includes back/middle-office responsibilities... ...: ~2-week onboarding training program,... ...to robust data platform expanding across...PlatformFor contractorsWork experience placementInternshipWork at officeLocal areaImmediate startWorldwide
- ...solving their problems and making them more productive? Zinier is a company on a mission to... ..., Singapore, and Bangalore, India, with leading investors that include Accel, ICONIQ Capital... ...to ensure alignment across the broader platform. You’ll help define not just what we...PlatformRemote workWorldwide
- ...enthusiasm for helping our clients, taking care of our... ...a broad investment product and thought leadership platform along with cutting... ..., you will be front and center representing... ...sponsored events (Ex. Back to School Events,... ...About Us Chase is a leading financial services firm...PlatformLocal area
$110k - $125k
...VP, Client Centricity | International Business... ...and distribution platform. Victory... ...array of investment products and services, including... ...inception and onboarding, through to day-to... .... You Will: Lead the International... ...interaction with client's back-office support...PlatformFull timeWork at officeLocal areaFlexible hours$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates... ...including banking products and services and... ...requests Onboard and maintain client... ...and social media platforms, and planning client... ...the right thing, leading with exceptional ideas... ...inclusion, and giving back - aren’t just...PlatformTemporary workWork at officeLocal area- ...operations. This role is crucial for ensuring accurate client account management across our broker-dealer platform. The ideal candidate will thrive in a dynamic... ...and possess extensive knowledge in account onboarding and lifecycle servicing workflows, ensuring compliance...Platform
- ...The Client Service Representative is responsible for managing and supporting... ...to resolve inquiries, support onboarding and reporting activities, identify... ...Conduct client training sessions and platform demonstrations. Communicate product enhancements and technology updates...PlatformWork at office
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