AVP, Client Onboarding - Prime Brokerage

Page Executive; New York (NY); On-site; USD 115,000 - 150,000; Full time

Job summary

Page Executive is seeking a Client Onboarding & Project Delivery Manager to oversee onboarding and transition of institutional clients across the Prime Services platform. This role will manage complex implementations in prime brokerage, custody, and related products, ensuring a seamless go-live experience.

You will collaborate with Sales, Product, Operations, Technology, Legal, Compliance, Risk, and Client Coverage to drive multi-workstream execution, manage risks, and maintain audit-ready

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• 5+ years of institutional onboarding, client implementation, or related financial services experience.
• Strong understanding of onboarding and account lifecycle processes.
• Experience managing complex projects with multiple stakeholders.
• Excellent communication, organisation, and problem-solving skills.
• Ability to operate effectively in a fast-paced, deadline-driven environment.

Responsibilities

• Oversee onboarding and transition of institutional clients across Prime Services.
• Manage complex implementations involving prime brokerage, custody, financing, and related products.
• Provide regular status updates and project reporting to clients and senior stakeholders.
• Coordinate cross-functional workstreams and drive project execution to completion.
• Ensure onboarding activities comply with risk, policy, and regulatory requirements.
• Identify process improvements and support governance and controls initiatives.

Skills

Communication

Organization

Problem-solving

Stakeholder management

Project management

Education

Bachelor's degree in Finance, Business, Economics, or related discipline

Job description

The Client Onboarding manager will oversee the onboarding and transition of institutional clients across its Prime Services platform. This individual will manage complex implementation projects involving prime brokerage, clearing, custody, financing, and related products, ensuring a seamless client experience from inception through go-live.

A company operating in the financial services industry.

Client Onboarding & Project Delivery

The Client Onboarding manager will oversee the onboarding and transition of institutional clients across its Prime Services platform. This individual will manage complex implementation projects involving prime brokerage, clearing, custody, financing, and related products, ensuring a seamless client experience from inception through go-live.

A company operating in the financial services industry.

Stakeholder Management

• Partner closely with Sales, Product, Operations, Technology, Legal, Compliance, Risk Management, and Client Coverage teams.
• Facilitate discussions across multiple workstreams and drive project execution through to completion.
• Identify implementation risks, resolve issues, and elevate critical matters where appropriate.
• Maintain strong working relationships with both internal and external stakeholders.

Client Engagement

• Act as a primary point of contact during onboarding and implementation activities.
• Provide regular status updates and project reporting to clients and senior stakeholders.
• Coordinate meetings, track action items, and support issue resolution efforts.
• Deliver a professional and consistent onboarding experience.

Governance & Controls

• Ensure onboarding activities comply with internal policies, risk frameworks, and regulatory requirements.
• Maintain complete project documentation and audit-ready records.
• Support reporting related to onboarding metrics, implementation progress, and operational controls.
• Contribute to governance reviews and process oversight initiatives.

Process Improvement

• Identify opportunities to streamline onboarding workflows and improve client experience.
• Support implementation of process enhancements, automation initiatives, and operational best practices.
• Assist with the development of procedures, training materials, and operating guidelines.

Profile

Required Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• 5+ years of experience within institutional onboarding, client implementation, project management, securities services, capital markets, or related financial services environments.
• Strong understanding of institutional client onboarding and account lifecycle processes.
• Experience managing complex projects involving multiple stakeholders.
• Excellent communication, organisation, and problem-solving skills.
• Ability to operate effectively in a fast-paced and deadline-driven environment.

Preferred Qualifications

• Experience supporting hedge funds, asset managers, broker-dealers, or other institutional investors.
• Knowledge of clearing, custody, financing, capital markets, or derivatives products.
• Familiarity with KYC, AML, client due diligence, and onboarding documentation requirements.
• Prior experience within a global bank, broker-dealer, clearing firm, or financial market infrastructure provider.

Job Offer

• Base salary $115,000 - $150,000.

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.