Vice President, Client Enablement

We're seeking a future team member for the role of Vice President, Client Enablement to join our Client Services Group (Pershing). This role is located in Jersey City, NJ . In this role, you’ll make an impact in the following ways:

• Lead and coordinate the end-to-end transition process for new and converting advisor firms.
• This role manages the overall transition plan, project timeline, open items, and cross-functional coordination needed to support a smooth onboarding and asset transfer experience.
• Partner with internal teams and client stakeholders to support discovery, operational setup and technology and third-party integrations.
• Coordinate asset reviews and discuss account opening requirements, investor documentation, and training coordination.
• Manage and drive the implementation and set-up of products and services by coordinating across internal and external stakeholders transition tracking.
• Drive communication throughout the Enablement lifecycle, troubleshoots issues, and ensures all parties remain aligned on milestones, deliverables, and expectations.
• Travel for client meetings and required business purposes, approximately 10% of the time.

• 6-8 years of total work experience preferred.
• Strong project management skills, attention to detail, and the ability to manage multiple moving parts in a high-touch client environment
• Successful candidates will typically bring experience in financial services, client onboarding, account transitions, operations, or implementation/project management roles.
• Comfortable managing timelines, coordinating across teams, and working directly with clients in a fast-paced environment.
• Experience supporting account conversions, onboarding, or transition events in a financial services environment.
• Strong understanding of account opening processes, documentation requirements, and operational workflows,
• Ability to manage project plans, track open items, and coordinate multiple stakeholders.
• Experience working with client communications, training delivery, and issue resolution.
• Familiarity with technology integrations, third-party manager setups, and service-related operational support.
• Strong organizational skills and the ability to identify and escalate complex account scenarios.
• A client-focused mindset with the ability to communicate clearly, build trust, and drive progress.
• Openness to travel, approximately 10%.
• Series 99 or ability to obtain within 6 months.