Onboarding Manager: Elevate Client Experience & KYC

barclays; United States; On-site; USD 64,000 - 87,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) plan

Life insurance

Job summary

Barclays in Whippany, NJ seeks an Onboarding Manager to lead high-touch onboarding for Financial Sponsors clients, ensuring rapid, compliant account openings and effective risk controls.

You will collaborate across Barclays colleagues, manage day-to-day onboarding tasks, and develop reports for senior stakeholders while driving continuous improvements. This is an individual contributor role with a focus on KYC and regulatory alignment.

Qualifications

• Experience in client service, onboarding, or client lifecycle oversight within financial services.
• Knowledge of sponsor structures, intermediary control, and regulatory frameworks (BSA, Patriot Act, FinCEN CDD).
• Experience directing high-volume onboarding and supporting cross-functional teams.
• Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms.
• Additional valued skills: customer service, Microsoft applications, and strong communication skills.

Responsibilities

• Support day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing, reporting, and issue resolution.
• Collaborate with clients/front office to gather CDD information for onboarding or refreshing KYC.
• Coordinate with bank teams to align Wholesale Onboarding processes.
• Identify areas for improvement and recommend changes in onboarding processes.
• Develop and implement onboarding procedures and controls to mitigate risks.
• Develop reports and presentations on onboarding performance for senior stakeholders.
• Identify industry trends to implement best practices in onboarding.
• Participate in projects to improve onboarding efficiency and effectiveness.

Skills

Client service

Onboarding

Regulatory frameworks

Cross-functional leadership

Risk and controls

Strategic thinking

Communication skills

Change management

Digital and technology

Tools

Salesforce

JB2

Boost

Onboarding platforms

Job description

Barclays in Whippany, NJ seeks an Onboarding Manager to lead high-touch onboarding for Financial Sponsors clients, ensuring rapid, compliant account openings and effective risk controls.

You will collaborate across Barclays colleagues, manage day-to-day onboarding tasks, and develop reports for senior stakeholders while driving continuous improvements. This is an individual contributor role with a focus on KYC and regulatory alignment.