Client Onboarding Business Manager

UBS; New York (NY); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS is seeking a Client Onboarding Business Manager for Cash & Synthetic Equities Prime Brokerage, FX PB, ETD & OTC Clearing. You will own onboarding across the value chain, face off to the business and clients, and manage the pipeline to deliver a best-in-class onboarding experience.

You are a senior, with strong Prime Brokerage and derivatives knowledge, capable of cross-functional leadership and driving data-driven improvements across global teams.

Qualifications

• 10 years of leadership experience in prime onboarding space.
• Strong knowledge of Prime Brokerage and Derivative Clearing.
• Proven ability to manage multiple client deliverables and stakeholders.
• Track record of developing client relationships and acting as voice of the client for product development.
• Understanding of technology and vendors to maximize straight-through processing.
• Excellent presentation, analytical and communication skills.
• Strong client management experience and service competencies.
• Ability to identify and maximize cross-selling across the firm.
• Passion for delivering client results and teamwork.

Responsibilities

• Own onboarding across the value chain for the product line.
• Face off to the business and clients to understand asks and goals.
• Manage the pipeline and project manage across value chain.
• Act as the Voice of the Client to ensure best-in-class onboarding.
• Increase throughput and reduce turnaround times across teams.
• Collaborate across teams and locations within IB Onboarding.

Skills

10 years experience

Prime Brokerage knowledge

Derivatives clearing knowledge

Client relationship development

Technology and vendor awareness

Presentation and communication

Client management and service

Cross-selling ability

Results-driven, ownership

Job description

Your role

You will be managing business within IB Onboarding for your product line – Cash & Synthetic Equities Prime Brokerage, FX PB, ETD & OTC Clearing for Global Markets, Investment Bank.

Your role is to own onboarding across the value chain for your product, face off to the business and clients, introduce the value chain, and successfully manage the pipeline across the firm. You will serve as the “Voice of the Client” acting as a senior point of contact throughout the process to ensure a best in class onboarding experience by utilizing our experience, process, and technology.

We’re looking for Client Onboarding Business Manager for Cash & Synthetic Equities Prime Brokerage, FX PB, ETD & OTC Clearing

• You are client focused.
• You easily build relationships and can influence the outcome.
• You demonstrate commercial mindset on daily basis.
• You are results driven, take ownership and accountability.
• You are problem solver, understand the risk and can mitigate it.
• You enjoy data driven analysis, challenging process, and continuous improvement.
• You like to work across teams and locations

Detailed salary information:

• New York: the salary range for this role is $140000 to $180000
• The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

You’ll be working in the global team – Client Onboarding Business Management which consists of senior individuals across the globe managing client onboarding for Global Market, IB for their specific product line against business priorities. You will face of to the business and clients to understand the ask and clients’ goals. You will act in project management role across value chain to ensure smooth execution as per clients’ goal and unblock any client dependencies- increase throughput and reduce turnaround times.

Your team will be part of wider IB Onboarding organization focusing on bringing together unique skillset to drive powerful capabilities for our clients.

Your expertise

• Experienced leader who consistently demonstrates ability to work across the organization to achieve objectives. Ideally 10 years of experience of working in the Prime onboarding space in a management capacity.
• Excellent Prime Brokerage and Derivative Clearing product and process knowledge is strongly preferred.
• Strong organizational skills, with the ability to manage multiple client deliverables while balancing internal and external stakeholder demand.
• Proven record of developing client relationships i.e. understanding and anticipating clients’ needs, working with clients through operational challenges, and serving as the voice of the client for product development.
• Broad understanding of technology and vendors used in the space to maximize straight through processing.
• Excellent presentation, analytical and communication skillset.
• Strong client management experience and proven client service competencies.
• Ability to identify, promote and maximize the client’s overall relationship with the firm, including cross- selling.
• A passion for delivering results for clients and working in a team setting.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.