Vice President, Senior Client Onboarding Manager

Vice President, Senior Client Onboarding ManagerAbout the CompanyExpanding provider of investment management, research, & trading servicesIndustryFinancial ServicesTypePublic CompanyFounded1792Employees10,001+CategoriesFinancial ServicesInvestment ManagementConsulting & Professional ServicesB2BAsset ManagementBostonFinanceInsurancePublicly TradedAngel InvestmentBankingSpecialtiesinvestment managementcustodianetffinancial productsfund accountingrelationship managementresearchtradingand investment servicingBusiness ClassificationsB2BAbout the RoleThe Company is in search of a Senior Client Onboarding Manager with a VP level of experience. The successful candidate will be tasked with managing the full onboarding life cycle for new and existing client relationships in North America. This role requires a professional with a strategic, solutions-oriented approach, and a project management mindset, who can take full ownership of a pipeline of client onboarding events. The Senior Client Onboarding Manager will be expected to work closely with various internal and external stakeholders, including clients, consultants, and other partners, to ensure a positive onboarding experience that meets and exceeds client expectations. Applicants for the Senior Client Onboarding Manager position at the company should have a Bachelor's degree and a minimum of 10 years' experience in the investment management industry, with a focus on institutional clients. The role demands a deep understanding of the institutional marketplace, various asset classes, and investment product offerings. The ideal candidate will be adept at navigating complex client relationships, possess strong analytical skills, and demonstrate effective project leadership. A key aspect of the role is the ability to thrive in a highly regulated environment and to be nimble with technology. The company values individuals who are detail-oriented, well-organized, and have superb communication skills. A positive, can-do attitude, a champion of the client experience, and a willingness to learn and take on additional responsibilities are also essential.Hiring Manager TitleHead of Client Onboarding and ContractingTravel PercentLess than 10%FunctionsBusiness Development