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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding strategy, team leadership, and relationship management within financial services. Proficient in project management, regulatory compliance, and leveraging technology to enhance operational efficiency.
Highest-signal resume keywords
Client Onboarding Strategy DevelopmentTeam Leadership and MentoringFinancial Technology IntegrationRegulatory Compliance ManagementProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingRelationship ManagementProcess ImprovementQuality AssuranceData AccuracyExecutive ReportingComplex Project ManagementBrokerage Firm Onboarding RequirementsCustodian TransitionsAnalytical Skills
Soft Skills
Exceptional CommunicationNegotiation SkillsConflict ManagementOrganizational SkillsAbility to Manage Multiple Initiatives
Certifications & Qualifications
Bachelor’s DegreeFINRA SIESeries 7Series 24 License
Industry Keywords
Financial ServicesBrokerage EnvironmentsOnboardingClient Service FunctionsOperational Stakeholders
About the role
Key responsibilities & impact- Develop and execute a comprehensive client onboarding strategy
- Lead, mentor, and manage the Client Onboarding team
- Serve as the senior point of contact for client firms during onboarding
- Provide executive-level support, guidance, and escalation management
- Build and maintain relationships with clients, sales, relationship managers, service organizations, and internal onboarding teams
- Oversee partnerships and integrations with financial technology platforms
- Identify process improvements and manage quality assurance initiatives
- Leverage technology to improve workflow efficiency and data accuracy
- Provide reporting and executive dashboards to senior management
- Ensure compliance with regulatory requirements, internal controls, and industry standards
Requirements
What you’ll need- Bachelor’s degree in business administration, finance, or related field
- 10+ years of experience in client onboarding, relationship management, or implementation roles within financial services or brokerage environments
- 5+ years of experience as a people manager
- Demonstrated experience leading teams and driving transformation across onboarding or client service functions
- Deep knowledge of brokerage firm onboarding requirements, custodian transitions, and complex project management involving multiple technology vendors
- FINRA SIE and Series 7 required within 6 months of initial employment
- Series 24 License required within 12 months of initial employment
- Proven ability to lead internal and client teams
- Exceptional communication skills with senior executives and operational stakeholders
- Strong analytical and technical aptitude
- Advanced project management and organizational skills
- Negotiation and conflict management skills
- Ability to manage multiple high-impact initiatives simultaneously
Benefits
Comp & perks- Healthcare benefits (medical, dental and vision, EAP)
- Competitive PTO
- 401k match
- Parental leave
- HSA contribution match
- Paid subscription to the Calm app
- External learning benefits
- Tuition reimbursement
- Hybrid work schedule with flexibility to work from home and from one of the primary offices