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.
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.
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.
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.
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.
Required skills and experience include 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, and understanding of financial products, ideally within prime brokerage or OTC markets.
Preferred qualifications include 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, and a bachelor's degree in Finance, Business, Economics, or related field.
$100,000 - $135,000 base salary. Contact Lauren Van Manen Quote job ref JN-052026-7019234
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.
The Group has operations in the Americas, UK, Continental Europe, Asia-Pacific and Africa.
In the US, we focus on the areas of: