Client Onboarding Manager - Prime Brokerage

Client Onboarding And Project Delivery

Manage full lifecycle onboarding projects across prime brokerage, clearing, custody, and financing services. Build and maintain detailed project plans, including milestones, dependencies, and timelines. Oversee completion of onboarding requirementssuch as documentation, credit approvals, and data setup.

Stakeholder Coordination

Partner with cross-functional teams including Product, Operations, Technology, Legal, Compliance, and Risk. Ensure all internal teams are aligned and prepared to meet onboarding deliverables. Track progress against milestones, proactively identifying risks or delays.

Client Engagement

Serve as the main point of contact throughout the onboarding lifecycle. Lead regular status meetings and provide clear progress updates to clients. Support senior stakeholders in client communications and presentations.

Governance & Controls

Ensure all onboarding activity aligns with internal policies and regulatory requirements. Maintain accurate, audit-ready documentation and project records. Contribute to governance reporting, including status updates and escalation tracking.

Process Improvement

Identify inefficiencies and recommend improvements to onboarding processes. Contribute to playbooks, documentation, and internal best practices. Participate in initiatives focused on enhancing client experience and operational efficiency.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

Required Skills & Experience

Strong project management and stakeholder coordination capabilities. Experience in client onboarding, service delivery, or implementation roles. Demonstrated ability to manage multiple priorities in a fast-paced environment. Excellent communication and relationship management skills. Understanding of financial products, ideally within prime brokerage or OTC markets.

Preferred Qualifications

4-8 years' experience supporting institutional onboarding or prime services. Knowledge of clearing, custody, margining, and financing workflows. Familiarity with hedge funds, asset managers, or institutional client segments. Experience with KYC/AML and regulatory onboarding requirements. Bachelor's degree in Finance, Business, Economics, or related field.

What's On Offer

$100,000 - $135,000 base salary.

Contact Lauren Van Manen Quote job ref JN-052026-7019234

Job Summary

Sector: Banking & Financial Services

Sub Sector: Operations / Middle Office - Banking / Securities

Industry: Financial Services

Where: New York

Contract Type: Permanent

Consultant Name: Lauren Van Manen

Job Reference: JN-052026-7019234