Head of Wealth Onboarding & Client Service Ops
Citibank (Switzerland) AG
Citi is seeking a Head of Account Opening and Client Service Operations in New York to oversee the end‑to‑end onboarding and client servicing for global wealth businesses. You will drive standardization, risk controls and a transformed operating model across regions and platforms. The role requires strong leadership, deep onboarding and servicing know‑how, and the ability to deploy technology and data to improve client outcomes while ensuring regulatory compliance. #J-18808-Ljbffr Citibank (Switzerland) AG
$178.69k - $293.56k
Head of Park Avenue Wealth Management Technology This senior leader will define and execute the end-to‑end technology strategy for Park... ...‑led engagement, advisor productivity, digital onboarding, client servicing, and integrated reporting across the wealth management...Suggested- Triple Whale Inc. is seeking a Senior Manager of Implementation to lead customer onboarding and ensure effective adoption of our platform. You will coach a high-performing team and define strategies to enhance customer experience. The role demands strong project management...Suggested
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...Implementation to lead a team focused on ensuring customers derive maximum value from their platform. You will oversee all aspects of onboarding to guarantee that users understand how to operate Triple Whale effectively. The ideal candidate should have extensive experience...Suggested- Remote Jobs is looking for a Founding Head of Customer Success & Operations to build a... ...approach, supporting providers during initial onboarding and developing AI protocols for efficient... ...a team, and ensuring long-term success in customer service. #J-18808-Ljbffr Remote JobsSuggestedRemote work
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...insightfully in an era of generational wealth transfer and digital transformation. Our... ...and providing unwavering support for our clients' wealth preservation and growth. The... ...Asseta implementation team, design efficient onboarding processes, and ensure successful...Work at office- Silversmith Capital Partners is seeking an Office Manager & Workplace Team Lead for our NYC office. The role involves overseeing operations, managing budgets, and leading a team to foster an inclusive environment for around 200 employees. You will drive office management...Work at office
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Overview About Pickle Pickle is a peer-to-peer rental marketplace unlocking the value of the billions of underutilized items sitting in consumers’ closets. We make it easy to rent high-quality items exactly when you need them — with fast, convenient fulfillment and an on...Work at officeLocal area$250k - $270k
Head of Specialty Complex Claims AXIS Capital is a leading global provider of specialty lines insurance and reinsurance. We are committed to outstanding client service, intelligent risk taking and superior risk‑adjusted returns. Our culture encourages collaboration, diversity...Immediate start- Highsnobiety-1 is seeking a Head of Media Operations in New York to oversee operational execution and media pricing strategy for U.S. paid media campaigns. This leadership role requires collaboration with various teams to ensure that media plans are executed flawlessly...Flexible hours
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...collaborating closely with the VP of Business Operations. The ideal candidate will possess significant experience in people management and client services, ensuring high-quality customer experience through coaching and metrics-driven management. Benefits include a competitive...Flexible hours- The Farmer's Dog in New York is seeking a Director, Fulfillment & Inventory to oversee the 3PL fulfillment network and enhance operational excellence. This role focuses on improving performance, inventory management, and customer satisfaction while leading a high-performing...
- ...partnerships with both corporate and individual clients. It's the bridge between the bank's... ..., areas for improvement and additional services to support client needs. Research and... ...expert investment advice, risk management and wealth management strategies support, and...
- ...in person in New York City. What you'll own The managed book. Onboarding, adoption, retention, and expansion across every managed account... ...a leadership team, and explain a complex product integration to a technical ops lead, all in the same day. #J-18808-Ljbffr Mutiny
- ...Head of Payments About the Company A rapidly growing Vertical ERP software company with a collaborative, servant-leadership... ...managing all aspects of merchant relationships, integrations, and onboarding processes. The role also involves driving payment economics,...
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...Job Description The Head of Compensation for North America is responsible for designing... ...laboratories, field operations, technical services, and corporate functions. The individual... ...insurance, employee assistance programs. Wealth: In addition to base pay, we offer 401(k)...Local areaImmediate startShift work$100k - $150k
...Job Title HEAD OF ISO CHANNELS Introduction Craft has partnered with a high-growth specialty finance platform that is looking... ...accountability. - Partner cross-functionally with underwriting/ops to optimize outcomes. - Recruit and develop talent to support...Full timeRemote work- ...and implementation support to the Head of GWM US Business Development,... ...position (with a focus on financial services) or a top management consulting... ..., and lead generation across the client acquisition ecosystem Knowledge of the US wealth management industry and the products...Work at office
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...under administration, serves 100+ carrier clients, 2500 distributors and partners, and over... ...and document stores, LLMOps and ML Ops tools (LangGraph, LangChain, SageMaker),... ...technologies, deeper data insights, and enhanced services to transform how insurance is done. Equal...- ...Head of Marketplace About the Company Prominent consumer brand Industry Consumer Services Type Privately Held About the Role The Company is in search of a Head of Marketplace to spearhead the strategic and operational aspects of its expansion onto...
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Job Title: Head of Peer Review Management Locations: London, New York or Pune - Hybrid... ...-enabled products, platforms and services that help researchers to uncover new ideas... ...the planning and delivery of training and onboarding of PRM teams. Project Management: Lead...Temporary workWork experience placementLocal areaFlexible hours- ...of product management experience, strong presentation skills, and a demonstrated ability to drive change and manage stakeholders effectively. This position presents an exciting opportunity to shape the future of wealth management. #J-18808-Ljbffr JPMorgan Chase & Co.
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Head of Peer Review Management Location: London, New York or Pune - Hybrid Working Model About the Role The Head of Peer Review Management... ...within PRM teams and taking responsibility for training and onboarding. Project management: Lead the overall change strategy, manage...Temporary workFlexible hours$200k
Head of Credit New York or San Francisco, In-office, Reports to VP of Finance About Atlas Atlas is the concierge charge card for high... ...starting line suggests. Automate it. Own the application and onboarding pipeline. Work directly with engineering to cut time-to-...Work at officeFlexible hours$200k - $250k
Head of Operational Resilience Management The Head of Operational Resilience Management will... ...strategies and robust exit plans for key service providers. • Integrate resilience considerations into vendor selection and onboarding. Threat Intelligence and Risk Monitoring...
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