Client Onboarding & Operations Leader
CEI
CEI in New York is seeking an Operations Analyst to serve as the primary liaison among Sales, Credit, and Regulatory teams and to prioritize onboarding requests. You will drive cross‑functional collaboration to resolve issues quickly and lead Pipeline Review meetings to ensure onboarding transparency and risk management. The role emphasizes coaching, process improvement, and a culture of continuous learning while maintaining strong client relationships and regulatory compliance within a hybrid #J-18808-Ljbffr CEI
- Ranson Barnes Recruitment Ltd is recruiting for Project Delivery Managers to lead end-to-end client onboarding and delivery of software-based projects from initiation to go-live. In a fast-paced environment, you will coordinate internal teams and third-party suppliers,...Suggested
- State Street is seeking a SaaS Onboarding Technical Manager, VP to lead and grow a team responsible for... ...production Charles River IMS systems across multiple clients. The role blends technical leadership with hands‑on operational excellence in a cloud‑driven SaaS environment....Suggested
- Citi's Head of Account Opening & Client Service Operations leads end-to-end global functions across Client Onboarding and CSO, partnering with Wealth Business leadership to... ...levels, and risk controls while developing senior leaders across regions. #J-18808-Ljbffr CitiSuggested
- ...seeks an IMOS Service Delivery Associate for Client Account Services. You will manage new account... ...client reference data needs and ensure smooth onboarding. The role emphasizes collaboration across Client Services, Operations, Technology and Change Management to deliver...Suggested
- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...Suggested
- ...Solutions is seeking a strategic, results-driven Director, Client Delivery to lead end-to-end client onboarding for broker dealers, fintechs, and wealth management... ...senior role requires deep expertise in onboarding operations, compliance, and client satisfaction, with cross-...
- RR Donnelley is seeking a National Records Manager to lead operations and deliver exceptional client service across multiple service lines. You will drive service delivery, implement cost-to-serve improvements, and grow the team through development and performance management...
- Neuberger is seeking a Client Service Operations Manager in New York to lead a hands‑on, player/coach team for Private Wealth Management, building... .... This role also covers day‑to‑day client servicing, onboarding, money movements, and account maintenance with a high‑touch...
- ...manage employee vesting, token unlocks, and community claims. Join a small NYC/Europe team backed by top investors. As Client Operations Manager you’ll onboard customers, provide timely support via Telegram and Intercom, help with onboarding spreadsheets, become a product...
- JPMorgan Chase in New York invites an Assistant Branch Manager-Operations to lead daily branch operations, coach Associate Bankers, and ensure... ..., operational excellence, and a commitment to developing client relationships within a diverse community. #J-18808-Ljbffr JPMorganChase
- A growing technology company based in New York is seeking a People Operations Manager to lead systems and programs supporting the employee lifecycle. This role includes managing onboarding, offboarding, and HR operations while ensuring compliance with US HR policies. The...Work at office
- Chase is seeking an Assistant Branch Manager-Operations to support the Branch Manager in running daily operations and delivering outstanding client experiences. You will coach Associate Bankers, ensure compliance with banking regulations, and foster a welcoming, high-performing...
- A financial technology company based in New York City seeks a Client Operations Manager to build operations as a competitive advantage. The ideal candidate will lead a high-performing team, design operational systems, and establish metrics for success. Candidate must have...
- Chase is seeking an Assistant Branch Manager-Operations to partner with the Branch Manager and oversee daily branch operations, deliver exceptional client experiences, and ensure compliance with banking regulations. You will lead and coach Associate Bankers, greet clients...
- ...Our founding team includes leaders from Goldman Sachs, Uber, Block... .... You will Own the onboarding lifecycle end to end for... ...that scale onboarding to many clients without scaling headcount... ...thousands Experience building operational tooling, automations, or AI-...Full timeWork at office
$135k - $170k
...for large, strategic global Real Assets clients and prospect engagements, including... ...institutional clients to translate business and operational requirements into clear product inputs,... ...and transparency Own and optimise the onboarding approach for large migration clients,...Local areaFlexible hours- Bank of America in New York is seeking a leader to manage one or more major operations segments within Global Markets onboarding, covering asset classes such as Fixed Income and Equities. You will act as a client advocate, collaborating with sales, product, credit, legal...
- Apex Fintech Solutions in New York is seeking a strategic Director, Client Delivery to lead end-to-end client onboarding for broker-dealers, fintechs, wealth managers, and RIAs. You will own the onboarding strategy, lead a dedicated team, and partner across functions to...
$191k - $242k
Senior Manager, Global KYC and Client Onboarding New York City, NY Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance...Local area$19.5 - $20.5 per hour
...of Barry’s studios and corporate offices. About the Role The Client Operations Lead is an introductory leadership position that involves hands... ...to our fitness community. What You’ll Do Serve as studio leader in absence of GM/AGM/COS Assess customer needs, maintain quality...Hourly payLocal areaShift workNight shiftWeekend workDay shift$110k - $130k
...credible source of deal information. About You: The Client Success Operations Associate reporting to the Head of Product, Client Success... ...driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation...Full timeLocal area- ...sourcing company is looking for a Managing Director to oversee client onboarding and account management across the USA, Canada, and Mexico. This role involves leading client communication and operational excellence while managing timelines and performance tracking. Candidates...
- Citi is seeking a Head of Account Opening & Client Service Operations in New York to oversee end‑to‑end global onboarding and service operations. The role partners with Wealth leadership and Control Functions to ensure strong controls, regulatory compliance, and high‑quality...
$28 per hour
...Probation) | Commission on New Clients | Paid Vacation & Sick Time... ...spaces—and we’re looking for an Operations & Team Manager (OTM) to... ...Hire Workers—We Seek Visionary Leaders We’re not looking for just... ...This period allows time to: Onboard and train thoroughly....Full timeTrial periodMonday to FridayShift work- BBG Ventures, LLC is seeking an Onboarding/Account Manager on a contract basis. The role requires... ...York or the San Francisco Bay Area to client locations, with onboarding, issue... ...to the position. The ideal candidate has operations, customer support, and sales experience,...Daily paidContract workFor contractors
$80k - $135k
BUSINESS UNIT OVERVIEWEquity Operations is a key part of Global Markets Division. The business encompasses post-execution client services across Equities and Fixed Income. The Client Integration team supports the onboarding of new Equities and Fixed Income clients globally...Full timeTemporary workPart timeWork at officeFlexible hours- ...marketing initiatives. You will lead cross-functional teams across strategy, content, design, paid media, and web development, translating client goals into actionable plans. Based in a fast-paced agency, you will manage timelines, track progress, and communicate proactively...Remote job
- MarketSource is seeking an Operations Supervisor to lead the Client Operations group, build strong client relationships, and drive service quality and profitability. You will oversee staff, monitor performance, and ensure adherence to policies while pursuing continuous...
- NYC Health + Hospitals is hiring a Sr Onboarding Specialist for overseeing onboarding processes and assisting in HR operations. The role requires a Bachelor’s Degree related to Human Resources and experience in onboarding within a public agency. Key responsibilities include...
- Barry’s Bootcamp is seeking a Client Operations Lead to drive studio sales and operations, ensuring an exceptional in-studio experience for every client. You will work closely with the studio team to maintain hospitality standards and brand integrity across all client interactions...Weekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Operations Leader. Be the first to apply!
- operations leader New York, NY
- operations lead New York, NY
- network operations center team lead New York, NY
- clinical operations lead New York, NY
- operations tech New York, NY
- data center operations technician New York, NY
- import export operations New York, NY
- travel operations New York, NY
- franchise operations New York, NY
- vice president manufacturing operations New York, NY



