VP Client Onboarding SMA

Overview

• Join a dynamic investment firm as Vice President in Client Onboarding SMA.
• Drive impactful client operations and onboarding processes for institutional clients.
• Collaborate with internal teams and external stakeholders to ensure seamless transitions.
• Work in a fast-paced environment, managing multiple complex projects simultaneously.
• Enhance operational efficiency through process improvements and automation initiatives.
• Utilize proprietary systems and tools to deliver high-quality client services.
• Contribute to the firm's culture of collaboration, transparency, and innovation.
• Hybrid work arrangement with 2-3 days in the office at Greenwich.

Key Responsibilities & Duties

• Manage onboarding events such as launches, terminations, and strategy changes.
• Coordinate communication and track milestones to meet client expectations.
• Handle client and internal inquiries independently with professionalism.
• Complete documentation for account openings and related events.
• Lead internal and client meetings to ensure alignment and progress.
• Collaborate with brokers, custodians, and service providers for smooth operations.
• Drive process improvements to enhance efficiency and client satisfaction.
• Utilize proprietary systems and tools to manage tasks effectively.

Job Requirements

• Bachelor’s degree in a relevant field is required.
• 6–8 years of experience in client onboarding within financial institutions.
• Strong knowledge of Equities and Derivatives products.
• Proficiency in Excel and SQL for data analysis and reporting.
• Excellent analytical, organizational, and communication skills.
• Experience in process improvement and automation initiatives.
• Ability to thrive in fast-paced, collaborative environments.
• Familiarity with RIAs, hedge funds, and client operations processes.