Senior Fintech Client Onboarding Lead
Apex Fintech Solutions
Apex Fintech Solutions is seeking a Senior Client Delivery Analyst to own the end-to-end onboarding of fintech clients, ensuring regulatory compliance and high-quality client experiences. You will coordinate across sales, onboarding, and platform partners to keep stakeholders informed and resolve blockers quickly. Ideal candidates bring 5+ years in client onboarding within financial services, strong project management, and the ability to manage multi-vendor projects with FINRA licensing #J-18808-Ljbffr Apex Fintech Solutions
- Progyny, Inc. is seeking a Senior Client Onboarding Manager to guide new clients through the onboarding process, coordinating internal and external stakeholders and ensuring seamless integration of Progyny’s products and services. You will oversee multiple client implementations...Senior
- Progyny is seeking a Senior Client Onboarding Manager in New York to lead end-to-end client implementations and coordinate cross-functional teams. You will guide new clients through the onboarding process to ensure successful integration of Progyny’s products and services...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... ...banking experience ready to take on a mid-senior level position. #J-18808-Ljbffr Social Capital...SeniorFull time
$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- Progyny in New York is seeking a Senior Client Onboarding Manager to lead complex benefit implementations for large accounts, guiding internal teams and external stakeholders through the onboarding journey. You will own end-to-end projects, align business and client requirements...Senior
- Jobtailor is seeking an experienced Onboarding Lead to guide fintech clients through the onboarding journey, educate and answer questions, and coordinate timelines while escalating blockers with stakeholders to ensure quick resolution and eliminate ambiguity. You will...
- 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...
$125k - $250k
...Job Description Job Description Senior Leader (Client Lead) — New York / San Francisco 150Bond | Full-time | Hybrid 150Bond provides strategic... ...startups, top-tier VCs, and Fortune 500s — across AI, fintech, energy and infrastructure, sustainability, web3, venture,...SeniorBase plus commissionFull timeSummer workHome officeFlexible hours- EY is seeking a Transition/Onboarding Lead to join their New York office. In this role, you will be responsible for ensuring successful client onboarding and transition to EY’s IFMS operating model. You will lead end-to-end delivery, manage client communications, and ensure...SeniorWork at office
- Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional teams. This role... ...priorities and help translate client experience into action across onboarding, engagement, and renewals. #J-18808-Ljbffr Remote JobsSeniorRemote work
- ...Trust Group, an Ascensus company, seeks a Senior Specialist to advance ERISA-focused... ...initiatives. The role emphasizes leadership in onboarding, project work, and backup coverage... ...ERISA expertise, and the ability to manage client-focused trust reporting while protecting...Senior
$180.22k - $268.91k
Company Description PHM is the leading health media agency in the US, built for the modern... ...Go deeper. Be found. Overview The SVP, Client Lead provides leadership across a single... ...or assistance with the application or onboarding process specifically, please contact USMTTACompliance...SeniorTemporary workFreelanceSecond jobFlexible hours- ...Capital Basic Capital is a fintech company disrupting America’s... .... You will Own the onboarding lifecycle end to end for every... ...that scale onboarding to many clients without scaling headcount... ...configuration and plan design Lead employee education and serve...SeniorFull timeWork at office
- 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...- Broadridge Financial Solutions is hiring an Implementation Project Manager in Edgewood, NY to lead client onboarding, implementation, and enhancement initiatives from planning through deployment and stabilization. The role requires strong project management, stakeholder...
- Connecteam is seeking an Onboarding Manager to guide new customers from partnership handoff through successful payroll launch. You will... ...time tracking, PTO, payroll rules, and integrations to deliver value for SMB and mid-market clients across #J-18808-Ljbffr Connecteam
- 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...
- Citi in San Francisco, CA is seeking a Client Experience Associate AVP to advance onboarding and client service under the SAFE Act. The role partners with sales, KYC, account opening and product teams to deliver a differentiated client experience. You will apply expert...
- 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
- Rho, the modern banking platform built for startups, is seeking a Client Engagement Manager to guide clients through onboarding and implementation of banking, expense management and accounting integrations. You will coordinate with Sales, Product and Engineering to ensure...
- Vermillio seeks a detail-oriented onboarding coordinator to manage day-to-day client onboarding, working with the Customer Success Lead. You will gather client details, configure accounts, and ensure a smooth handoff to CS. You will track progress with multiple clients,...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
- Homerun B.V. is seeking a Senior Associate to own end-to-end client experiences in the liquidity business, including onboarding, contracting, and ongoing relationship management for executives at leading pre-IPO companies. You will drive business development from day one...Senior
- ....Who You Will Be Working WithAt PMG, our Client Strategy team plays a key role in shaping... ...matter.You’ll partner with clients, media leads, analytics teams, and creative... ...team to lead, grow, and make an impact.As a Senior Lead in Client Strategy, if you're excited...SeniorWork experience placementLocal areaShift work
- ...Health/ inVentiv Health Commercial LLC is seeking an experienced client-facing account leader to bring clarity, momentum, and connection... ...a strong client-facing presence, a track record of managing senior stakeholders, and the ability to translate strategy into actionable...Senior
- ...Director to oversee delivery of complex communications campaigns from strategy through execution. You will be a trusted advisor to clients, manage and develop team members, and identify opportunities to grow client relationships and agency capabilities. The successful candidate...Senior
$174.8k - $218.5k
...powered care delivery, Judi Health helps clients achieve unprecedented operational... ...millions of Americans and proudly leading the next generation of care. To... ...offices) Position Summary The Senior Lead Provider Network Onboarding and Integration will play a...SeniorFull timeContract workLocal areaFlexible hours3 days per week- Blackstone is seeking a highly motivated, detail-oriented professional to join its ICs Fund Onboarding team. You will manage end-to-end onboarding for global institutional investors across funds, collaborating with investors, advisors, AML, tax, Finance, Legal & Compliance...Senior
- A leading media investment firm seeks a Local Media Client Lead Supervisor to manage client relationships and media strategies. The ideal candidate has over 5 years in Local Media Investment, strong leadership abilities, and advanced Microsoft Suite skills. Responsibilities...SeniorLocal area
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