Client Onboarding Lead
New York, New York • $130,000-$150,000
About the Company:
Our client is a global investment manager specializing in liquid real assets within real estate and infrastructure.
Responsibilities:
- Coordinate and lead all client onboarding activities
- Establish and maintain efficient operating procedures
- Enhance the firm’s client account database
- Assist in the development of various onboarding objectives
- Prepare onboarding updates to present to stakeholder groups and senior management
- Lead key workstreams for projects
- Provide oversight and expertise across functional areas within global investment operations
Requirements:
- Bachelor’s degree
- 7-10 years of client onboarding experience
- Financial services experience required
- Strong presentation skills
- Strong project management skills
- Experience contributing to business transformation projects
Salary Range:
$130,000-$150,000
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