Client Onboarding Analyst

Client Onboarding Manager

We are seeking a highly motivated and experienced Client Onboarding Manager to join our FI Services Onboarding for Investor Services team. The successful candidate will have a strong background in program and project management, with a primary focus on supporting the global documentation and workflow creation of our client onboarding processes. This role is critical in ensuring that our onboarding procedures are efficient, standardized, and well-documented to support our global operations and future automation initiatives.

• Onboarding Governance Framework Oversight & Training
  • Provide robust governance for the global client onboarding book of work, ensuring all projects align with the established Program Management (PM) framework and standards.
  • Enforce global standardization and adherence to the PM framework, conducting regular reviews and creating scorecard reporting to measure compliance.
  • Champion a strong commitment to limiting exceptions, ensuring that any deviations from the global model have a thoroughly vetted business justification.
  • Take full responsibility for the central deal tracker's content management, data governance, and quality control, implementing reporting to ensure data integrity.
  • Lead the creation and communication of clear and concise global management reporting on onboarding activities, status, and metrics.
• Workflow and Process Mapping
  • Design, develop, and maintain detailed end-to-end workflow and process maps for all global client onboarding activities.
  • Analyze existing workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.
• Program and Project Management
  • Lead and manage strategic projects aimed at enhancing and standardizing client onboarding processes across different regions.
  • Develop project plans, define scope and deliverables, and manage timelines to ensure successful project execution.
• SOP and Documentation Management
  • Create, update, and maintain high-quality, global Standard Operating Procedures (SOPs) and desktop guidelines for all onboarding tasks.
  • Ensure all documentation is clear, concise, and easily accessible to a global audience.
• Change Management and Governance
  • Oversee the stabilization of SOPs and implement a rigorous change management process to govern all updates and modifications.
  • Ensure all changes are communicated effectively to relevant stakeholders and that training is provided as needed.
• Automation and Continuous Improvement
  • Document all processes with a clear focus on enabling future automation.
  • Collaborate with technology teams to identify and implement automation solutions that improve efficiency and reduce manual effort.
  • Proactively identify opportunities for continuous improvement within the client onboarding lifecycle.
• Collaboration and Stakeholder Management
  • Work closely with global teams, including Sales, Legal, Compliance, and Operations, to ensure alignment and consistency in onboarding practices.
  • Act as a subject matter expert on client onboarding processes and provide guidance and support to internal teams.
• Strategic & Transformation Initiatives
  • Manage and roll out transformation initiatives, performing impact analysis, updating guidelines, and coordinating the rollout.
  • Maintain artifacts for deal estimation and RFP responses.
  • Embrace an automation mindset, structuring processes and documentation to support future automation and proactively identifying opportunities to integrate AI into daily work.

• Bachelor's degree in Business Administration, Finance, or a related field.
• 7 to 10+ years of experience in a client onboarding, operations, or project management role within the financial services industry, preferably in Investor Services (Custody, Fund Services)
• Proven experience in program and project management, with a strong track record of delivering complex projects on time and within budget.
• PMP or other relevant project management certification is a plus.
• Workflow/Process Mapping:
  Strong experience with process mapping tools such as Visio, or similar.
• Documentation:
  Excellent written and verbal communication skills, with a demonstrated ability to create clear, concise, and…