Senior Client Delivery Analyst

Jobtailor; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced Onboarding Lead to guide fintech clients through the onboarding journey, educate and answer questions, and coordinate timelines while escalating blockers with stakeholders to ensure quick resolution and eliminate ambiguity.

You will build trust with custodians, manage multiple technology vendors, and maintain an at-a-glance dashboard for Onboarding leadership to monitor progress for every client.

Qualifications

• Bachelor’s degree in business administration, finance, or related field (or equivalent work experience).
• 5+ years of experience in client onboarding in financial services or broker-dealer environments.
• Deep knowledge of fintech firms onboarding expectations with new custodians and proven firm transitions.
• Experience managing complex projects with multiple technology vendors.
• FINRA SIE and Series 99 License(s) required (or willingness to obtain).

Responsibilities

• Lead the onboarding process for fintech firms, educating and answering questions, communicating timelines, identifying blockers and escalating with stakeholders when necessary, resulting in quick resolution and absence of ambiguity.
• Establish and maintain strong relationships with clients, sales, relationship management, service and onboarding teams so stakeholders know onboarding progress.
• Guide and support clients through onboarding, aligning with custodians' expectations to build trust and confidence with Apex.
• Liaise with platform partners on shared onboarding processes to minimize risk and delays for firms onboarding.
• Coordinate with Apex onboarding team and platform partners’ teams to ensure flawless technical setup.
• Develop and maintain an at-a-glance dashboard for Onboarding leadership with up-to-date progress on each client onboarding journey.

Skills

Onboarding processes

Project management

Relationship management

Vendor management

Client communication

Education

Bachelor’s degree in business

Job description

Responsibilities

• Lead the onboarding process for fintech firms, educating and answering their questions, communicating timelines, identifying blockers and escalating with stakeholders when necessary, resulting in quick resolution and absence of ambiguity.
• Establish and maintain strong relationships with clients, sales, relationship management, service and the internal onboarding teams so that all stakeholders are aware where new clients are in their onboarding journey.
• Guide and support clients through the onboarding process utilizing knowledge of firms’ expectations for onboarding with new custodians creating trust and confidence with Apex.
• Liaise with key platform partners (Orion, Advyzon, Docupace, AdvisorArch, etc) on shared onboarding processes eliminating risk and delays for firms as they onboard.
• Coordinate with the Apex onboarding team, and platform partners’ teams, to ensure technical setup is flawless.
• Develop and maintain an "at-a-glance" dashboard to provide the Onboarding leadership teams with up-to-date information on the onboarding journey of every client.

Requirements

• Bachelor’s degree in business administration, finance, or a related field (or equivalent work experience)
• 5+ years of experience in client onboarding in a financial services or broker‑dealer environments
• Deep knowledge of fintech firms' onboarding expectations with new custodians and a proven track record of successful firm transitions
• Experience managing complex projects involving multiple technology vendors
• FINRA SIE and Series 99 License(s) required (or willingness to obtain)

Core Competencies

Demonstrates expertise in client onboarding processes within financial services, leveraging strong project management skills and deep knowledge of fintech firms' expectations. Capable of building relationships with stakeholders and ensuring seamless transitions with technology vendors.