Client Onboarding VP: Strategic Project Lead & Risk Lead
Citi
Citi is looking for a Client Onboarding Manager in New York, NY, to oversee the onboarding of cash management solutions while ensuring superior customer service. This role requires strong project management skills and the ability to coordinate multiple activities efficiently. The ideal candidate should have a degree in finance or economy and excellent communication skills to build relationships with internal and external stakeholders. The position also emphasizes risk management and compliance with applicable laws and regulations. #J-18808-Ljbffr Citi
$135k - $170k
...product and technology expert for large, strategic global Real Assets clients and prospect engagements, including... ...with the strategic product roadmap Lead structured discovery engagements... ...transparency Own and optimise the onboarding approach for large migration clients...SuggestedLocal areaFlexible hours$159k - $183k
FIRST is a leading global brand experience agency... ...37,000 events & projects annually across 110... ..., and more. As the VP, Account Management... ...building long-term client partnerships, delivering... ..., and driving strategic growth across a portfolio... ...oversight, and risk management....RiskWork at officeWorldwideFlexible hours- A leading coaching and development firm in the United Kingdom is seeking a Client Delivery VP who will lead the orchestration of post-sale strategies for strategic clients. This role requires 15+ years of service... ...level communications and risk management. #J-18808-Ljbffr...Risk
- Operations Core Project Lead Analyst - VP Location: Pune, Maharashtra, India Job... ...The Project Lead is a strategic professional who stays abreast... ...milestones. Escalate project risks to the Project Director, or... ...Citigroup, its clients and assets, by driving compliance...RiskImmediate start
- Client Onboarding Senior Analyst Apply (opens in new window) Job Req Id: 26945111 Location(s): Warsaw, Mazovia, Poland Job Type... ...of our products and services. What you will do: Lead the implementation of projects in line with TTS project management methodology and have...SuggestedFull timeWork experience placementCasual workWork from homeFlexible hours
- Vice President, Client Operations Lead, Securities Services Operations... ...escalation owner and strategic partner to trust... ...Settlements, Asset Servicing, Onboarding) and products (Bonds,... ...culture. Controls & Risk: Maintain pristine... ...forums, cross‑border projects) Citi is an equal...Risk
- Digital Insurance LLC seeks a Client Success Specialist to oversee onboarding for newly acquired clients, guiding end-to-end configuration of employee benefit... ...plan setup and enrollment readiness while mitigating risks and maintaining data integrity. #J-18808-Ljbffr...Risk
- Goldman Sachs in New York seeks a Strategic Client Services (SCS) lead to manage cross‑functional client events and lifecycle activities for institutional... ...You will build relationships with GSAM clients, define project plans, and collaborate with Portfolio Management, Sales,...
- Job Overview The Client Onboarding Manager is a strategic professional who stays abreast of developments... ...revenue conversion lead time. Accurately report... ...for various types of project management in the account... ...effective controls. Establishes risk management practice....RiskShift workWeekend work
- A leading commercial bank is seeking a Vice President, Client Onboarding & Operational Services to own and elevate the client experience from first introduction through... ...—while driving efficiency, mitigating risk, and ensuring a seamless transition into ongoing...Risk
- ...The Role We’re hiring a Strategic Project Lead to own high-priority projects end-to-end across Mecka’s operations and customer workstreams. This... ...meet quality, timeline, and customer expectations Identify risks early and proactively resolve blockers Cross-Functional Execution...RiskFlexible hours
- ...redefine pricing and risk management in the financial... ...markets. With the strategic acquisitions of... ...their goals. Regional Project Management Lead As a Regional Project... ...Americas for customer onboarding and solution implementation... ...SaaS and on-premises clients. Working closely with...RiskRemote workWorldwide
- CSG Talent is looking for a project leader based in New York, NY. The role involves leading project planning and implementation while managing client interactions and relationships effectively... ...coordinating project scope, managing risks, and maintaining the Project...Risk
- Assistant Vice President, Client Onboarding Job Req Id: 26964793 Location(s)... ...communication, and the ability to lead and coach teams. The... ...relationships, and ensure robust risk management practices. Responsibilities... ...‑related activities. Handles project management within account...RiskShift workWeekend work
- ...based in New York. This role involves leading complex initiatives within the Global... ...ideally in the finance industry, and strong project management skills. The candidate will drive strategic projects, articulate benefits, and manage risks effectively while assuring project...Risk
- ...compliance for our clients. Why us? CUBE is... ...Technology. Our industry‑leading SaaS solutions are... ...and through two strategic acquisitions. We’... ...: The Junior Project Lead, titled as Customer... ...the successful onboarding, delivery, and... ...milestones, dependencies, risks, and actions to...Risk
- Strategic Projects Lead, Managed Services Prolific Prolific isn ’ t just enabling AI innovation - we... ...impactful, scalable pilots — f rom first client conversation to task material design,... ...rater pipelines: Develop scalable onboarding, training, QA, and performance tracking...
$116k - $231k
...quality into the project controls practice... ...maintaining positive client relations.... ...Project Controls Leads and the broader project... ...the recruitment and onboarding process for new project... ...or identifying strategic partner. Identify... ...management, risk management, and document...RiskFull timeContract workTemporary work$94k - $141k
Citi is seeking a Client Experience Senior Analyst to enhance client onboarding processes within their New York location. This role requires 5-8 years of experience in financial services with a focus on risk management, compliance, and superior client support. The successful...Risk- The Business Lead Analyst role at Citi is a strategic position that influences direction through strong analysis... ...requirements, and ensure delivery within risk and compliance standards.... ...BRD/FRD development, UAT planning, project planning, and ongoing support, with...Risk
- ...exceptional service to clients worldwide. With a... ...can leverage your Project Management... ...on the future of Onboarding within Securities... ...Development team, you will lead the delivery of... ...budget, dependencies, risks, and governance -... ...Bank provides strategic advice, raises capital...RiskWork at officeWorldwide
- ...banking firm in New York is seeking a Client Onboarding AVP for a full-time role. The ideal candidate... ...and experience in managing operational risk. Responsibilities include on-boarding... ...compliance with regulations, and leading a team. This position offers benefits including...RiskFull time
- 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... ...successful candidate will manage operational risks, guide team members, and maintain strong...RiskFull time
- The Worksphere is seeking a Strategic Client Growth Manager to own success, retention, and expansion for our top customer... ...retention processes for scalable impact. You will lead executive conversations, identify churn risks, and pursue opportunities to increase account...RiskRemote work
- ...Acquisition Partner & RPO Delivery Lead - Financial Services... ...organization. This client-facing role will act as a strategic talent advisor and embedded... ...including compliance, risk, wealth management, investment... ..., screening, and onboarding processes align with governance...Risk
$115k - $199.8k
Morgan Stanley is seeking a strategic professional in New York to strengthen client relationships between Financial Advisors and Investment Bankers... ...excel in building long-term relationships, leading cross-functional projects, and driving client engagement. Opportunities...$120k - $150k
...California, Turing is the world’s leading research accelerator for... ...behind Turing’s most strategic data delivery projects for frontier AI labs.... ...contributors and building the client relationships that turn a... ...contributors * Source, vet, onboard, train, and performance-...Full timeFlexible hours- National Digital Trust Company (In Organization) is seeking a Client Onboarding Associate to lead onboarding for institutional clients, including account... .... You will coordinate with Operations, Compliance, Risk, Legal, and Technical teams to ensure smooth onboarding of...RiskRemote job
- Project-Program Management Lead - Vice President Location: Pune, Maharashtra, India Job Type: On-Site/Resident... ...set quality standards to meet the clients need. Key Responsibilities... ...identification & tracking, BoW, CAP and any other Risk & Compliance related updates, Scrum...RiskFlexible hours
- ...Join to apply for the Client Service Lead role at Acclarity We’... ...accounting special projects, implementation of technical... ...and contribute to strategic business decision... ...Demonstrated through seamless onboarding and transition... ..., leveraging risk management strategies...RiskFull timeContract workRemote workFlexible hours
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