Client Onboarding Manager

Landing Point; Boston (MA); On-site; USD 83,000 - 103,000; Full time

Job summary

Landing Point is a global investment firm seeking a contract Client Onboarding Manager in Boston. You will lead the onboarding team and perform hands-on onboarding, coordinating account openings and serving as the main contact for new clients and Investment Teams.

The role requires knowledge of KYC/AML regulations, familiarity with investment advisory agreements, and meticulous documentation. You will drive seamless transitions to Client Service after onboarding and collaborate across

Qualifications

• Experience in client onboarding and managing a team.
• Familiarity with investment advisory agreements and account opening documentation.
• Knowledge of Know Your Client (KYC) and Anti-Money Laundering (AML) regulations.
• Proficiency in setting up client accounts and maintaining client documentation.
• Ability to collaborate with internal and external stakeholders.
• Strong attention to detail and organizational skills.

Responsibilities

• Manage the client onboarding team and perform hands-on client onboarding work.
• Coordinate onboarding and account opening for a range of clients.
• Serve as a primary point of contact for new clients and Investment Teams.
• Prepare investment advisory agreements and associated account opening documentation.
• Review client account structures and KYC documentation.
• Ensure AML regulations are followed.
• Set up internal accounts and log client information.
• Facilitate third-party account setup (custodian, brokerage).
• Maintain and log all client documentation.
• Ensure seamless hand-off to Client Service after account opening.
• Work with Portfolio Reporting to coordinate client reporting needs.
• Drive excellence in operations and client service across Institutional and Private clients.
• Manage operations communication with clients and counterparties externally.
• Collaborate with internal stakeholders on client relationships.
• Maintain onboarding checklist, KPI dashboard, and database updates.
• Respond to RFP inquiries from prospective clients.
• Assist in creating materials for client meetings.
• Assist in populating internal client information databases.

Skills

Client onboarding

Team management

KYC/AML knowledge

Account opening docs

Stakeholder collaboration

Job description

Company Overview

A global investment firm is seeking a contract Client Onboarding Manager. This role involves managing the client onboarding team and performing hands-on client onboarding work to ensure a positive client experience.

Job Responsibilities

• Manage the client onboarding team and perform hands-on client onboarding work.
• Coordinate onboarding and account opening for a range of clients.
• Serve as a primary point of contact for new clients and Investment Teams.
• Prepare investment advisory agreements and associated account opening documentation.
• Review client account structures and Know Your Client (KYC) documentation.
• Ensure compliance with Anti-Money Laundering (AML) regulations.
• Set up internal accounts and log client information.
• Facilitate client third-party account set-up (e.g., custodian, brokerage).
• Maintain and log all client documentation.
• Ensure seamless hand-off to Client Service team once account opening is complete.
• Work with Portfolio Reporting team to coordinate client reporting requirements.
• Drive excellence in operations and client service across Institutional and Private client relationships.
• Manage operations communication externally with clients and their counterparties.
• Collaborate with internal stakeholders in managing client relationships.
• Maintain and update the onboarding checklist, KPI dashboard, and Onboarding database.
• Respond to operations-related RFP inquiries and requests for prospective clients.
• Assist with creating materials used in client meetings.
• Assist with the population and development of internal client information databases.

Qualifications

• Experience in client onboarding and managing a team.
• Familiarity with investment advisory agreements and account opening documentation.
• Knowledge of Know Your Client (KYC) and Anti-Money Laundering (AML) regulations.
• Proficiency in setting up client accounts and maintaining client documentation.
• Ability to collaborate with internal and external stakeholders.
• Strong attention to detail and organizational skills.

Compensation

Pay Rate: $60 - $75/hr