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Senior Prime Brokerage Onboarding Expert

1 month ago


New York, New York, United States Cantor Fitzgerald Full time

Cantor Fitzgerald L.P., a leading global financial services firm, is seeking a highly motivated and detail-oriented Prime Brokerage Onboarding Specialist to join our dynamic team.

The ideal candidate will be responsible for managing the onboarding process across equities, fixed income, swap, clearing, and digital assets, delivering a seamless client experience across the firm.

Key Responsibilities:
  • Collaborate with Sales and Clients to cross-sell the firm's capabilities in alignment with client needs.
  • Scope out client requirements while acting as a project manager.
  • Lead the initiative to onboard clients to execute on the Cantor platform.
  • Serve as the escalation point for legal deal negotiations.
  • Work closely with the Risk team to ensure the client's profile aligns with Cantor's capabilities.
  • Liaise with KYC (Know Your Customer) and AML (Anti-Money Laundering) teams to collect due diligence requirements, ensuring compliance with CF Secured LLC's regulatory regime.
  • Partner with Technology to set up trading, post-trade, and client-facing portal technologies.
  • Address client inquiries and resolve issues that arise during the onboarding process.
Requirements:
  • 2+ years of experience in prime brokerage, client onboarding, or a related financial services role.
  • Strong understanding of capital markets and financial products.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Proficiency in Microsoft Office Suite.

This is an exceptional opportunity to work with a preeminent investment bank serving over 5,000 institutional clients worldwide. The expected base salary for this position ranges from $70,000 to $85,000, with additional types of compensation including discretionary bonuses and other short- and long-term incentives. We offer a competitive benefits package, allowing you to capitalize on your skills and expertise in a fast-paced and dynamic environment.