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Onboarding Specialist - VP

Chicago, IL, USA | Global Securities, Investment and Retail Banking Firm

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Project Management
  • Experience:
    5-7 years
Job Description:
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Identify, implement and leadinnovative complex, large scale client onboarding solutions focussed on end to end ownership of the client experience

Provide subject matter expertise for implementations, products & services, and training requirements directly to external clients and internal stakeholders

Lead collaborate dialogue with the client, sales team and subject matter experts to develop an implementations project plan tailored to the complex and dynamic needs of multi – entity, multi- jurisdiction clients

Manage client relationships and partner with the sales team to present and communicate to clients Leverage technology and promote digital adoption to exceed client expectations

Maintain controls agenda to ensure policies and procedures serve the client and protect the firm

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.It may be different than what is listed on the requisition based on candidate experience level.  

6+ years of client consulting or financial services experience

Strong business acumen combined with demonstrated experience structuring and managing projects

Previous experience adapting to afast paced,changing, dynamic client-facing work environment while driving results

Excellent interpersonal, influencing,communication and partnership skills

Ability to anticipate, analyse and synthesize data and provide holistic insights through effective story telling

Passion for learning new operating models, technologies and industry trends

Expert level proficiency in Microsoft Office Suite

Technical client consulting experience with transmissions, ERPs (technical roles)

BA/BS degree


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