Robert Walters
VP, Client Onboarding
Robert Walters - Greenwich, Connecticut, us, 06831
Work at Robert Walters
Overview
- View job
Overview
Join to apply for the
VP, Client Onboarding
role at
Robert Walters 2 days ago Be among the first 25 applicants Join to apply for the
VP, Client Onboarding
role at
Robert Walters Get AI-powered advice on this job and more exclusive features. This range is provided by Robert Walters. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $135,000.00/yr Direct message the job poster from Robert Walters An outstanding opportunity has arisen for a Vice President of Client Onboarding to join a globally esteemed investment management firm located in Greenwich, CT. The successful candidate will assume a central role in overseeing complex onboarding events, advancing process improvements, and serving as a principal liaison between internal teams and external partners. Key Requirements: In the capacity of Vice President of Client Onboarding, you will be entrusted with the stewardship of sophisticated onboarding events that are integral to both client satisfaction and organizational success. Your daily remit will encompass orchestrating comprehensive processes for various account-related activities such as launches, terminations, strategic adjustments, broker integrations, among others. You will attain proficiency in utilizing proprietary systems while adeptly managing numerous priorities within a dynamic setting. Your initiative in implementing process enhancements will be pivotal in refining operational workflows. By acting as the primary conduit for communication between clients and colleagues alike, you will foster enduring relationships founded on trustworthiness and responsiveness. Leading meetings with diverse stakeholders will afford you the opportunity to demonstrate your exemplary communication abilities while ensuring alignment on project objectives. Your scrupulous approach to documentation and coordination will underpin the successful realization of all onboarding initiatives. Independently oversee the entire lifecycle of client onboarding events, including launches, terminations, in-kind transfers, strategy modifications, broker and security additions, new market entries, as well as custody or administrator transitions. Cultivate comprehensive expertise in proprietary systems and tools to ensure the efficient administration of all onboarding processes. Manage multiple concurrent tasks within a demanding environment while upholding accuracy and adhering to stringent deadlines. Proactively identify opportunities for operational efficiency and process refinement across all facets of client onboarding. Serve as the principal point of contact for both client inquiries and internal matters pertaining to onboarding events. Supervise account opening procedures, ensuring all documentation requirements are fulfilled promptly and with precision. Coordinate with external brokers and service providers to facilitate requisite arrangements for new accounts or amendments to existing structures. Preside over meetings involving firmwide stakeholders as well as clients, ensuring objectives are clearly communicated and progress is meticulously tracked. Act as a trusted intermediary between internal departments and external parties throughout each event's duration. Oversee the coordination and management of intricate projects that span multiple teams over extended periods.
Key Responsibilities: To excel as Vice President of Client Onboarding, you will contribute extensive experience acquired from prior roles within client-facing operations at reputable banks or investment managers. Your familiarity with hedge fund structures or comparable asset classes will provide invaluable insight when navigating complex onboarding scenarios. In addition to technical acumen, you possess refined interpersonal skills that enable you to cultivate rapport with colleagues across departments as well as external partners. Your methodical approach ensures thoroughness even amidst competing demands. A genuine enthusiasm for mastering new technologies combined with advanced spreadsheet proficiency allows you to adapt seamlessly while offering insightful perspectives on process optimisation. Above all else, your unwavering commitment to teamwork ensures every project benefits from open communication, mutual respect, and shared problem-solving. Possession of an undergraduate degree with a robust academic background pertinent to financial services or business administration. A minimum of six to eight years' substantive experience in a client onboarding capacity within banking or investment management institutions. Demonstrable experience in operations-preferably with exposure to hedge fund processes or analogous asset management environments. Comprehensive understanding of products encompassing equity markets as well as derivative instruments such as over-the-counter products and foreign exchange. Outstanding analytical capabilities complemented by articulate written and verbal communication skills that facilitate effective collaboration across teams. Highly organized methodology with proven ability to manage multiple simultaneous projects without compromising attention to detail. Eagerness to assimilate new systems expeditiously whilst adapting to evolving business requirements within a supportive team context. Advanced proficiency in Microsoft Excel, together with practical experience utilizing SQL for data analysis or reporting purposes. A disposition oriented towards continual process enhancement, automation opportunities, and operational excellence. Comfort operating within a team-based culture that values cooperation, dependability, and collective achievement.
What sets this company apart: This organization distinguishes itself through its resolute dedication to fostering an inclusive workplace where every team member's contributions are esteemed. What's next: If interested in this position, please contact Michael Kelly at +1 332 205 3880 or Michael.Kelly@robertwalters.com Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Finance Industries Investment Management Referrals increase your chances of interviewing at Robert Walters by 2x Sign in to set job alerts for “Vice President Human Resources” roles.
Woodbury, NY $175,000.00-$225,000.00 5 days ago Senior Director - Human Resources Business Partner
Old Greenwich, CT $150,000.00-$200,000.00 4 hours ago Old Greenwich, CT $150,000.00-$200,000.00 2 weeks ago Yonkers, NY $110,000.00-$130,000.00 4 days ago Assistant Vice President of Human Resources
Bronx, NY $125,000.00-$185,000.00 4 weeks ago Assistant Vice President of Human Resources
Bronx, NY $125,000.00-$185,000.00 1 week ago Director of Human Resources, Benefits and Payroll – True 9-5 Role – $115k-$140k plus bonus and benefits
Westchester County, NY $115,000.00-$140,000.00 1 day ago Westport, CT $250,000.00-$290,000.00 1 hour ago Bronx, NY $100,000.00-$120,000.00 1 day ago Westbury, NY $150,000.00-$175,000.00 2 weeks ago Director of Human Resources |Full-Time | UBS Arena
Elmont, NY $130,000.00-$155,000.00 2 weeks ago Task Force Human Resources Director-100% Travel
Norwalk, CT $90,000.00-$100,000.00 2 days ago Bronx, NY $100,000.00-$115,000.00 5 days ago Associate Vice President of Talent Acquisition
Peekskill, NY $135,000.00-$150,000.00 3 weeks ago Director of Learning and Organizational Development
Divisional Director – OPWDD Services (NYC/Long Island Locations)
Tarrytown, NY $150,000.00-$170,000.00 3 weeks ago Hawthorne, NY $80,000.00-$100,000.00 6 days ago Peekskill, NY $98,000.00-$108,000.00 3 weeks ago Manager, Learning and Professional Development
Farmingdale, NY $100,000.00-$130,000.00 1 month ago Bronx, NY $64,000.00-$68,000.00 1 month ago Administrative Coordinator-World Trade Center Mental Health Program
New York, NY $64,526.72-$74,250.00 1 week ago Bilingual (Part Time) Front Desk Office Coordinator
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
VP, Client Onboarding
role at
Robert Walters 2 days ago Be among the first 25 applicants Join to apply for the
VP, Client Onboarding
role at
Robert Walters Get AI-powered advice on this job and more exclusive features. This range is provided by Robert Walters. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$120,000.00/yr - $135,000.00/yr Direct message the job poster from Robert Walters An outstanding opportunity has arisen for a Vice President of Client Onboarding to join a globally esteemed investment management firm located in Greenwich, CT. The successful candidate will assume a central role in overseeing complex onboarding events, advancing process improvements, and serving as a principal liaison between internal teams and external partners. Key Requirements: In the capacity of Vice President of Client Onboarding, you will be entrusted with the stewardship of sophisticated onboarding events that are integral to both client satisfaction and organizational success. Your daily remit will encompass orchestrating comprehensive processes for various account-related activities such as launches, terminations, strategic adjustments, broker integrations, among others. You will attain proficiency in utilizing proprietary systems while adeptly managing numerous priorities within a dynamic setting. Your initiative in implementing process enhancements will be pivotal in refining operational workflows. By acting as the primary conduit for communication between clients and colleagues alike, you will foster enduring relationships founded on trustworthiness and responsiveness. Leading meetings with diverse stakeholders will afford you the opportunity to demonstrate your exemplary communication abilities while ensuring alignment on project objectives. Your scrupulous approach to documentation and coordination will underpin the successful realization of all onboarding initiatives. Independently oversee the entire lifecycle of client onboarding events, including launches, terminations, in-kind transfers, strategy modifications, broker and security additions, new market entries, as well as custody or administrator transitions. Cultivate comprehensive expertise in proprietary systems and tools to ensure the efficient administration of all onboarding processes. Manage multiple concurrent tasks within a demanding environment while upholding accuracy and adhering to stringent deadlines. Proactively identify opportunities for operational efficiency and process refinement across all facets of client onboarding. Serve as the principal point of contact for both client inquiries and internal matters pertaining to onboarding events. Supervise account opening procedures, ensuring all documentation requirements are fulfilled promptly and with precision. Coordinate with external brokers and service providers to facilitate requisite arrangements for new accounts or amendments to existing structures. Preside over meetings involving firmwide stakeholders as well as clients, ensuring objectives are clearly communicated and progress is meticulously tracked. Act as a trusted intermediary between internal departments and external parties throughout each event's duration. Oversee the coordination and management of intricate projects that span multiple teams over extended periods.
Key Responsibilities: To excel as Vice President of Client Onboarding, you will contribute extensive experience acquired from prior roles within client-facing operations at reputable banks or investment managers. Your familiarity with hedge fund structures or comparable asset classes will provide invaluable insight when navigating complex onboarding scenarios. In addition to technical acumen, you possess refined interpersonal skills that enable you to cultivate rapport with colleagues across departments as well as external partners. Your methodical approach ensures thoroughness even amidst competing demands. A genuine enthusiasm for mastering new technologies combined with advanced spreadsheet proficiency allows you to adapt seamlessly while offering insightful perspectives on process optimisation. Above all else, your unwavering commitment to teamwork ensures every project benefits from open communication, mutual respect, and shared problem-solving. Possession of an undergraduate degree with a robust academic background pertinent to financial services or business administration. A minimum of six to eight years' substantive experience in a client onboarding capacity within banking or investment management institutions. Demonstrable experience in operations-preferably with exposure to hedge fund processes or analogous asset management environments. Comprehensive understanding of products encompassing equity markets as well as derivative instruments such as over-the-counter products and foreign exchange. Outstanding analytical capabilities complemented by articulate written and verbal communication skills that facilitate effective collaboration across teams. Highly organized methodology with proven ability to manage multiple simultaneous projects without compromising attention to detail. Eagerness to assimilate new systems expeditiously whilst adapting to evolving business requirements within a supportive team context. Advanced proficiency in Microsoft Excel, together with practical experience utilizing SQL for data analysis or reporting purposes. A disposition oriented towards continual process enhancement, automation opportunities, and operational excellence. Comfort operating within a team-based culture that values cooperation, dependability, and collective achievement.
What sets this company apart: This organization distinguishes itself through its resolute dedication to fostering an inclusive workplace where every team member's contributions are esteemed. What's next: If interested in this position, please contact Michael Kelly at +1 332 205 3880 or Michael.Kelly@robertwalters.com Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Finance Industries Investment Management Referrals increase your chances of interviewing at Robert Walters by 2x Sign in to set job alerts for “Vice President Human Resources” roles.
Woodbury, NY $175,000.00-$225,000.00 5 days ago Senior Director - Human Resources Business Partner
Old Greenwich, CT $150,000.00-$200,000.00 4 hours ago Old Greenwich, CT $150,000.00-$200,000.00 2 weeks ago Yonkers, NY $110,000.00-$130,000.00 4 days ago Assistant Vice President of Human Resources
Bronx, NY $125,000.00-$185,000.00 4 weeks ago Assistant Vice President of Human Resources
Bronx, NY $125,000.00-$185,000.00 1 week ago Director of Human Resources, Benefits and Payroll – True 9-5 Role – $115k-$140k plus bonus and benefits
Westchester County, NY $115,000.00-$140,000.00 1 day ago Westport, CT $250,000.00-$290,000.00 1 hour ago Bronx, NY $100,000.00-$120,000.00 1 day ago Westbury, NY $150,000.00-$175,000.00 2 weeks ago Director of Human Resources |Full-Time | UBS Arena
Elmont, NY $130,000.00-$155,000.00 2 weeks ago Task Force Human Resources Director-100% Travel
Norwalk, CT $90,000.00-$100,000.00 2 days ago Bronx, NY $100,000.00-$115,000.00 5 days ago Associate Vice President of Talent Acquisition
Peekskill, NY $135,000.00-$150,000.00 3 weeks ago Director of Learning and Organizational Development
Divisional Director – OPWDD Services (NYC/Long Island Locations)
Tarrytown, NY $150,000.00-$170,000.00 3 weeks ago Hawthorne, NY $80,000.00-$100,000.00 6 days ago Peekskill, NY $98,000.00-$108,000.00 3 weeks ago Manager, Learning and Professional Development
Farmingdale, NY $100,000.00-$130,000.00 1 month ago Bronx, NY $64,000.00-$68,000.00 1 month ago Administrative Coordinator-World Trade Center Mental Health Program
New York, NY $64,526.72-$74,250.00 1 week ago Bilingual (Part Time) Front Desk Office Coordinator
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr