Client Onboarding & Platform Implementation Lead

Testing Site - JPMC; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

PricingDirect is seeking an Associate on the Implementation team to lead onboarding and integration for clients, collaborating with product, technology, operations, and sales to deploy pricing data and analytics. The role emphasizes AI/ML-driven enhancements, data validation, and stakeholder communications, with opportunities to influence product development.

Candidates should have a finance/CS/math background and at least 3 years of relevant experience in financial services or technology, plus

Qualifications

• Bachelor’s degree in Finance, Economics, Computer Science, Mathematics, or a related field.
• 3+ years of professional experience in financial services, technology, or related industry.
• Hands-on experience with client onboarding, product implementation, or technical integration of financial products or data solutions.

Responsibilities

• Lead and support end-to-end onboarding and integration for clients, including requirements gathering and data mapping.
• Coordinate implementation projects, track deliverables, manage timelines, and communicate status to stakeholders.
• Identify and pilot AI/ML driven improvements to streamline onboarding, validation, and integration workflows.

Skills

Analytical skills

Problem-solving

Communication

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Economics/CS/Math

Tools

Python

JIRA

Job description

PricingDirect is seeking an Associate on the Implementation team to lead onboarding and integration for clients, collaborating with product, technology, operations, and sales to deploy pricing data and analytics. The role emphasizes AI/ML-driven enhancements, data validation, and stakeholder communications, with opportunities to influence product development.

Candidates should have a finance/CS/math background and at least 3 years of relevant experience in financial services or technology, plus