Strategic Client Onboarding

About Clear Street: Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native,...

We are seeking a detail-oriented Client Onboarding Analyst to support a global initiative focused on enhancing client onboarding and account opening systems within a leading financial institution. This role will primarily focus on User Acceptance Testing (UAT), working closely with Operations and Technology teams to ensure systems and processes function...

Guggenheim Investments is seeking a Client Service Support to lead internal operations for a dedicated client service team in New York City. You will drive timely onboarding execution and coordinate across internal stakeholders, ensuring checklists are complete and aligned with senior leadership. Collaborating with the Senior Client Service Executive and...

Corps Team in New York, NY is seeking a Contract Client Service Associate to support onboarding, client reporting, and account maintenance. The role collaborates with Global Client Group teams to service institutional and high net worth clients and ensure an outstanding client experience. Under supervision, you will handle client communications, assist with...

Open Source United in New York seeks a Client Implementation Consultant to guide customers through implementation, configuration, training, and early adoption to achieve value from our products. You will collaborate with Sales, Customer Success, Product, Support, and Engineering to plan and execute implementation activities, gather requirements, configure...

About Clear Street: Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native,...

Rebar, based in New York, NY, is hiring a Director of Implementation & Onboarding to lead end-to-end client onboarding for a SaaS platform serving HVAC, electrical, and plumbing sectors. The role is full-time and onsite in NYC’s Flatiron District, reporting to Client Success with cross-functional exposure to Product, Sales, and Engineering.You will build...

OverviewConnecting clients to markets - and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing...

Your role You will be managing business within IB Onboarding for your product line – Cash & Synthetic Equities Prime Brokerage, FX PB, ETD & OTC Clearing for Global Markets, Investment Bank. Your role is to own onboarding across the value chain for your product, face off to the business and clients, introduce the value chain,