Senior Institutional Onboarding & Client Lifecycle Lead
$150k - $185kLord Abbett & Co LLC
Lord Abbett seeks a senior member of the Client Account Management team in Jersey City, New Jersey. This role involves leading complex onboarding and operational service activities, managing the client lifecycle, and ensuring top-tier client service. The ideal candidate has 8-12+ years of financial services experience, strong knowledge of investment products, and proven project management abilities. Competitive compensation of $150,000 - $185,000 annually is offered. #J-18808-Ljbffr
$143k - $214k
OKX is looking for a Senior Compliance & Client Implementation Manager to support institutional growth in the United States. The role focuses on compliance oversight for institutional onboarding and customer due diligence, ensuring adherence to U.S. AML and sanctions regulations...Senior- ...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... ...for those with banking experience ready to take on a mid-senior level position. #J-18808-Ljbffr...SeniorFull time
- Framework Ventures is seeking a Senior Client Onboarding Specialist to manage the entire client onboarding process from initial engagement through activation. This role involves collaborating closely with stakeholders across Sales, Compliance, and Technology to ensure...Senior
$110k - $130k
...Neuberger is seeking a Senior Associate, Institutional Client Advisor for the South-Central United States. In this role, you will partner with the Managing Director to drive business growth while independently covering accounts. You should possess 5-7 years of institutional...Senior$149.52k - $175.9k
...learn new skills and discover what you excel at—all from Day One. Job Description The Senior Pod Lead is responsible for leading a cross‑functional pod within the Client Value & Lifecycle Studio, accountable for advancing a defined set of client segment, life‑event, or...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...across global operations. As a Senior Director of Software... ...Technology in the Global Client Onboarding Engineering team, you will lead complex, multi-functional... ...Deep expertise in client lifecycle management, KYC operations, and institutional onboarding across multiple...SeniorLocal area
$225k - $250k
...professional to join its new ICs Fund Onboarding team. Sitting at the center of the firm’s institutional fundraising efforts, this team... ...(L&C), Institutional Client Solutions (ICS), and external counsel... ...jurisdictions, and time zones. Lead and oversee the ICs onboarding...Work at officeLocal areaFlexible hours- ...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...
- ...Castleisland is looking for a Client Onboarding Specialist to oversee technical implementations for institutional clients in New York. The role entails managing the end-to-end onboarding process, leading technical integrations with APIs, and collaborating with teams to...
- ...Cycles is seeking an Institutional Business Development Lead to drive sales and manage partnerships for Cycles Prime, a process designed to streamline... ...the sales pipeline, working closely with institutional clients in New York and guiding the BD team as it scales. This...SeniorRemote workFlexible hours
- Department / Team Purpose The Client Onboarding team sits within the... ...the full onboarding lifecycle, ensuring every step... .... Role Purpose As a senior Client Onboarding Specialist, you will lead the delivery of a best... ...from a recognised institution. Understanding of UK,...Senior
- ...Extend Enterprises, Inc is looking for a Senior Implementation Analyst in New York to lead the onboarding and implementation of new bank partners. You will coordinate... ...of relevant experience in project management or client-facing roles, with a focus on detail and...Senior
$90k - $110k
...A leading technology company is seeking a Senior Implementation Specialist to guide customers through onboarding and implementation processes. This role involves project management, technical... ...and change management for enterprise clients. The ideal candidate possesses 3-5...SeniorRemote work$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...Senior$11 - $29 per hour
...A financial services company in New York seeks a Senior Client Engagement Specialist. This role involves partnering with RIA-referred clients... ...and ensure client satisfaction. Responsibilities include onboarding clients, managing expectations, and training Tax Advisors....SeniorHourly pay$79.84k - $99.8k
...BetMGM in Jersey City is looking for a Senior CRM Lifecycle Optimization Associate to enhance customer journeys across various channels. You will design, optimize, and evolve strategies to drive measurable revenue and retention. This role requires collaborating cross-...Senior- ...MLabs is seeking a Senior AML/KYC Onboarding Manager in New York to lead their institutional customer onboarding function. This hands-on leadership role emphasizes ensuring compliance with AML/KYC regulations while enhancing customer experience and onboarding efficiency...Senior
$100k - $120k
...TransPerfect in New York City is seeking a Client Engagement Consultant to support their Virtual Data Room division. This role involves... ...working closely with enterprise clients and ensuring a smooth onboarding process, platform adoption, and strategic client engagement....Senior- ...Menlo Ventures is seeking a Lead Legal Engineer to lead high-impact client engagements while managing a team. This position combines deep legal knowledge with product expertise to shape client onboarding processes. The ideal candidate has a strong legal background, direct...Senior
$155k - $225k
Cooley LLP is seeking a Senior Manager of Digital Experience for its New York office. This role involves defining... ...and marketing automation strategy to enhance client engagement through sophisticated, data-driven lifecycle journeys. The successful candidate will oversee...SeniorWork at office- A leading e-commerce platform is seeking a Senior Manager for Product Support to own the brand onboarding experience. This remote role requires 4-6 years of client onboarding experience, with a strong focus on e-commerce. The successful candidate will manage cross-functional...SeniorRemote jobFlexible hours
$120k - $135k
...and insight. Now, we’re looking for a Senior Lifecycle Marketing Manager to shape how those relationships... ...-known brands, we Inform & Inspire our clients to Make Better Decisions through... ...thoughtful, timely engagement across onboarding, retention, win‑back and expansion....SeniorWork at officeLocal area$194.23k - $228.5k
...what you excel at—all from Day One. Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the... ...high-quality credit decisions. Key Responsibilities • Lead and manage a team of underwriters focused on commercial loans...SeniorTemporary workLocal area- Rokt is looking for a Senior Solutions Engineer in New York to drive technical relationships with ecommerce clients. The successful candidate will act as the technical lead throughout the client lifecycle, ensuring optimal integration solutions are tailored to meet client...Senior
- Senior Institutional Client Services [New York] Job details Location : New York Date Posted : 19 April... ...Description We are currently working with a leading alternatives specialist investment... ...and diligence meetings ; oversee onboarding ; monitor client engagement and feedback...SeniorOdd jobPermanent employmentTemporary workWork at office
- ...Technologies Inc is looking for an experienced Senior Interior Designer to lead projects in Royal Oak, Michigan. The... ...implementation in healthcare and institutional settings. This full-time position... ...creativity, technical skills, and client presentation abilities. If you're...SeniorFull time
- ...SEI Investments Company in Pennsylvania is seeking a Senior Project Manager for its Investment Manager Services Division. This role involves leading client onboarding and conversion programs while ensuring effective cross-functional collaboration. The ideal candidate has...Senior
- ...Role Lord Abbett is seeking a senior member of the Client Account Management team to lead complex onboarding, implementation, and... ...activities supporting the firm’s institutional business. This role serves... ...full institutional client lifecycle – from pre-sale operational...SeniorOdd jobWork at office
$215k - $250k
...bank. Our team of senior professionals... ...financial sponsors, institutional investors and governments... ...to help our clients achieve their... ...Lateral Recruiting to lead, scale and be... ...negotiation and onboarding Lead senior-... ...throughout the hiring lifecycle Develop...Senior$175k - $225k
...A leading financial services company is looking for a Senior Sell Side Analyst to provide high-quality investment research and analysis. This role involves building relationships with institutional clients and representing the firm at industry events. The ideal candidate...Senior
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