Client Onboarding Manager

Job Summary

A company is looking for a Client Onboarding Team Manager who will lead a centralized team responsible for account opening for new and existing clients.

Key Responsibilities

• Oversee account opening and asset transfer processes across all firm channels
• Establish and monitor KPIs to drive accountability and performance
• Manage team capacity planning and resolve onboarding challenges promptly

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field preferred
• 7+ years of wealth management operations experience, including 3+ years in management
• Direct experience with Schwab and/or Fidelity account opening processes preferred
• Experience managing distributed (onshore and offshore) teams
• Proficiency in Microsoft Office Suite; familiarity with Salesforce and custodial platforms preferred