Manager, Onboarding and Transition Management, Client Lifecycle Management Job at Brewin Dolphin (London)

Client Onboarding Manager

The Onboarding Manager is a client-facing strategic professional responsible for...

Location

Brazil , São Paulo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in client onboarding, implementation, project management, or a related client-facing role, preferably within the financial services industry
Fluency in both English and Spanish (written and verbal) is mandatory
Proven experience in leading cross-functional teams to deliver multi-work stream projects
Strong communication, presentation, and diplomacy skills to manage client meetings and influence internal and external stakeholders
Effective leadership skills with an ability to promote team building and develop strong partnerships
Excellent analytical and complex problem-solving abilities
Self-starter with the ability to take initiative and drive projects forward independently
Excellent organizational, planning, and customer relationship management skills
Strong negotiation and decision-making capabilities
Ability to work effectively under a high-volume workload and prioritize tasks

Job Responsibility

Lead and manage the entire client onboarding lifecycle, including account openings and the implementation of TTS products, ensuring a seamless end-to-end process
Act as the primary advisor to clients for all onboarding-related activities, providing expert guidance on processes and product setups
Develop and maintain customized project plans for each client implementation, outlining deliverables, milestones, and critical path items
Serve as the single point of contact for the client and internal partners (such as Sales, Product, Technology, and Operations) for all onboarding projects within the LATAM region
Manage and coordinate the work of cross-functional internal teams to ensure project milestones are met and client requirements are delivered successfully
Build and maintain strong relationships with clients, acting as a trusted advisor throughout the onboarding process and effectively managing their expectations
Provide oversight for account maintenance activities to ensure operational readiness and stability for the client
Continuously work to reduce implementation cycle times and accurately report on project status, escalating any delays or issues as needed
Partner with the client and internal teams to escalate, manage, and resolve critical issues, ensuring a smooth implementation
Establish and lead project governance, ensuring strict adherence to defined quality standards and best practices

Fulltime

Direct Solutions Consultant

Solutions Consultants/Architects are responsible for designing and implementing ...

Location

United States , Salt Lake City

Salary:

74000.00 - 98000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

Professional experience in Project management, Financial Services, or Consulting is preferred
Prior client-facing experience is a plus
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented with an eye toward continuous improvement
The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
Passion for technology and finance
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Job Responsibility

Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and reference-ability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools both internally and externally as our client base expands

What we offer

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

Fulltime

Manager, Product Consulting

The Product Consulting Group (PCG) is the first point of contact for our clients...

Location

Portugal , Lisbon

Salary:

Not provided

Arcesium

Expiration Date

Until further notice

Requirements

Bachelor's or Master's degree in Finance, Economics, Business, or a related discipline
10+ years of experience in financial services, particularly in supporting trade life cycles and middle/back-office operations and/or interacting with hedge fund managers, investment managers, asset managers, or other buy/sell side firms
Strong exposure to multiple asset classes including Equities, Fixed Income, OTC derivatives, and Swaps trade lifecycle
Deep knowledge of middle/back-office processes, financial instruments, fund accounting, and operational workflows across the investment lifecycle
Proven experience in client management with a track record of building strong relationships, managing client expectations, and delivering a positive client experience
Experience in people management, including mentoring, coaching, and developing team members
Strong stakeholder management skills with the ability to collaborate effectively across cross-functional teams, senior leadership, and external clients
Demonstrated ability to act as a subject matter expert and drive knowledge sharing, training, and capability building within the team
Excellent communication skills, both verbal and written, with the ability to convey complex technical information clearly to clients, stakeholders, and non-technical audiences
Client-centric mindset focused on delivering high-quality, tailored solutions and maintaining service excellence

Job Responsibility

Act as the primary point of contact for designated clients, ensuring effective query resolution and maintaining high client satisfaction
Serve as a Subject Matter Expert (SME) for assigned product areas and asset classes, providing specialized guidance to clients and internal teams
Provide first-level escalation support for client issues, assessing criticality, coordinating root cause analysis, and driving timely resolution
Manage and mentor junior team members, providing guidance on client handling, product knowledge, and professional development while setting clear performance goals
Drive client onboarding excellence by coordinating with Product Management and Forward Deployed teams to ensure smooth transitions from onboarding to steady-state operations
Execute strategic initiatives by engaging with cross-functional stakeholders to align on priorities, drive outcomes, and manage client expectations
Build and maintain a comprehensive knowledge base of recurring issues and best practices to drive operational efficiency and enable self-service capabilities
Stay current with platform capabilities and new features to provide cutting-edge product support and proactively communicate enhancements to clients
Conduct client training sessions and regularly update training materials and documentation to enhance user proficiency and platform adoption
Partner with technology teams on platform enhancements by supporting special projects, providing functional specifications, conducting UAT testing, and sharing client feedback

Head of Wealth Management Operations

Savvy is looking for a Head of Wealth Management Operations to design, lead, and...

Location

United States , NYC

Salary:

Not provided

Savvy Wealth

Expiration Date

Until further notice

Requirements

8–12+ years of progressive operations leadership in wealth management
Direct experience in a hybrid RIA + broker-dealer environment (or running operations for both entities)
Deep familiarity with the practical differences between FINRA BD operations and SEC/state RIA operations
Proven record of scaling teams and processes in a high-growth setting
Strong process design chops: you’ve personally rebuilt workflows and reduced cycle time/error rates
Tech-forward operator who has led system implementations and automation projects
Fluent working with Product and Engineering teams
Excellent people leadership and cross-functional communication
Hands-on experience with: Client billing and performance reporting
Custodian administration and integrations (e.g., Schwab, Fidelity, Pershing)

Job Responsibility

Own and evolve the operating model for our wealth management platform across both RIA and broker-dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement
Foster a culture of innovation, white-glove support, and continuous improvement
Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations
Map, redesign, and standardize core workflows including: KYC/AML, suitability, Reg BI and advisory documentation
trading, rebalancing, cash management, and billing feeds
client service requests and lifecycle maintenance
advisor transitions and rep onboarding
client onboarding / ACATs / account opening
Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models
Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Senior Client Delivery Project Manager

Carex is partnering with a technology solutions industry partner to find a Senio...

Location

United States , Green Bay; Chicago; Eau Claire; Duluth; Boston

Salary:

Not provided

Carex Consulting Group

Expiration Date

Until further notice

Requirements

5–8+ years of experience managing client-facing IT projects within MSP, consulting, or professional services environments
Proven ability to independently own and deliver complex projects for midmarket to enterprise clients
Bachelor’s degree in Computer Science, Information Systems, or related field
Strong stakeholder management and client engagement capabilities
Experience in IT delivery environments, including infrastructure, cloud, and security
PMP or equivalent certification required
Experience working in IT solution provider, MSP, VAR, or IT channel settings strongly preferred
Solid understanding of project methodologies (Agile, Waterfall, Scrum, Hybrid)
Proficiency with project management tools such as Jira, MS Project, Asana, or Trello
Ability to mentor project team members and support continuous improvement initiatives

Job Responsibility

Own and manage the full lifecycle of IT projects, ensuring delivery across scope, timeline, budget, and quality
Act as the primary point of contact for clients, facilitating decisions and managing stakeholder relationships
Develop and maintain project plans, schedules, budgets, and key delivery milestones
Lead cross-functional teams and third-party vendors to ensure project alignment and execution
Oversee governance processes, including risk management, status reporting, and change control
Proactively identify and address project risks, dependencies, and changes, escalating as needed while maintaining ownership
Guide clients through onboarding and transition phases into managed services
Ensure deliverables meet contractual, service, and internal quality standards
Contribute to continuous improvement of delivery practices, tools, and governance frameworks
Collaborate with delivery leadership to promote consistency and high standards across engagements

Fulltime

Manager - Middle Office

The Middle Office group is a part of larger FinOp department and is responsible ...

Location

Portugal , Lisbon

Salary:

Not provided

Arcesium

Expiration Date

Until further notice

Requirements

MBA, MSc in Finance, CFA, or any another equivalent qualification
10+ years of experience in Middle Office, Corporate Actions, or Investment Operations
At least 3-4 years in a team leadership or managerial role
Strong understanding of multiple asset classes (equities, fixed income, derivatives, structured products, etc)
Experience in security master/reference data management and/or corporate action processing
Strong analytical, project management, prioritization, problem-solving skills, excellent written and verbal communication and stakeholder-management capabilities
Proficiency in MS office tools
Hands-on experience with OMS platforms, data vendors, and operational workflow tools
Expertise in automation, process re-engineering, cross-functional project delivery and operational transformation

Job Responsibility

Lead and own accountability for the team's delivery of daily transaction processing, security master management, reference data integrity, and asset servicing operations across multiple asset classes and clients
Drive client onboarding excellence by playing a key role from the Middle Office perspective in transitioning new clients from onboarding teams to steady-state operations on the Arcesium platform
Provide active operational oversight of day-to-day operations and resources, including escalation management, business-as-usual troubleshooting, and setting clear direction and performance goals for team members
Execute strategic initiatives by working with Senior Management across NY, India, and local offices to define and implement new automations, prioritize projects, manage client relationships, and oversee client budgets
Drive operational improvements through discussions with investment managers, client-ops teams, and data vendors to resolve day-to-day exceptions while developing strategic initiatives that enhance service delivery
Partner with technology teams on platform enhancements by assisting in special projects, developing bespoke reports, creating functional specifications, supporting product implementation, and conducting UAT testing
Collaborate cross-functionally with pricing and trade accounting teams to resolve discrepancies, respond to internal queries, and ensure data consistency across the platform
Oversee complex security mapping by assisting the team and performing review controls for intricate asset classes, ensuring accurate product setup and lifecycle management
Support audit and compliance processes by aiding auditors and fund administrators during audit cycles, providing documentation and analysis as required

Consultant, Product Consulting

The Product Consulting Group (PCG) is the first point of contact for our clients...

Location

Portugal , Lisbon

Salary:

Not provided

Arcesium

Expiration Date

Until further notice

Requirements

Bachelor's or Master's degree in Finance, Economics, Business, or a related discipline
2-4 years of experience in financial services, particularly in supporting trade life cycles and middle/back-office operations and/or interacting with hedge fund managers, investment managers, or other buy/sell side firms
Foundational knowledge of Treasury, Swaps, and trade lifecycle processes across multiple asset classes
Familiarity with middle/back-office processes and financial instruments
Strong analytical and problem-solving skills with the ability to troubleshoot complex operational issues and identify root causes
Excellent communication skills, both verbal and written, with the ability to explain technical information clearly to clients and internal stakeholders
Client-centric mindset focused on delivering quality service and building strong client relationships
Ability to multitask and manage multiple requests effectively, with strong organizational and prioritization skills
High level of personal maturity, collaborative attitude, and commitment to teamwork in a global, cross-functional environment
Ability to deliver high-quality work under tight deadlines while maintaining attention to detail and accuracy

Job Responsibility

Serve as the primary point of contact for assigned clients, handling product and application queries and ensuring timely resolution in accordance with defined SLAs
Resolve operational queries from clients using the platform, providing clear explanations, guidance, and troubleshooting support for platform functionality and workflow-related issues
Support client and user onboarding by coordinating with Product and Release managers to facilitate new client transitions, platform configuration setup, and user access management
Assist in training clients on effective use of the Arcesium platform, conducting walkthroughs, and creating training materials to enhance user proficiency
Create and maintain detailed documentation for processes, workflows, and issue resolutions to build a robust knowledge base for future reference
Escalate complex issues to internal teams or senior management as necessary
Collaborate with cross-functional teams including Technology, Operations, and Product teams to provide root cause analysis, support platform enhancements, and facilitate quicker resolution of open issues
Prepare MIS reports for both internal and external stakeholders
Support special projects and platform enhancements by assisting in UAT testing, providing feedback on new features, and participating in process improvement initiatives

Assistant Director, Research Staff Management

Research Staff Services (RSS) provides comprehensive administrative and operatio...

Location

United States , Boston

Salary:

Not provided

HBS

Expiration Date

Until further notice

Requirements

Bachelor's degree required
Minimum of 7 years of progressively responsible experience, including recruitment, onboarding, professional development, and management of a diverse workforce is required
Demonstrated experience handling complex employee relations matters with sound judgment and discretion
Proven ability to build relationships and collaborate effectively across all levels of an organization
Experience working in environments requiring diplomacy, confidentiality, and high-touch client service

Job Responsibility

Manage a defined portfolio of exempt research staff (~70 per Assistant Director), serving as the primary point of contact for faculty and researchers, providing ongoing coaching, performance management, and support to ensure effective research staff engagement and outcomes
Apply sound judgment in navigating complex and sensitive situations, including performance concerns, faculty-researcher dynamics, and policy interpretation, balancing individual needs with institutional guidelines and expectations
Oversee key lifecycle processes for the portfolio, including onboarding, performance reviews, reappointments, and transitions, ensuring consistency, compliance, and a high-quality experience while coordinating with HR and other partners as needed
Provide coaching and advisory support to researchers, identifying development opportunities and delivering targeted training initiatives to strengthen capabilities and career readiness
Develop and execute a comprehensive training strategy, including workshops and career development programming, and assess effectiveness through feedback and data-driven improvements
Foster a collaborative research staff community by designing and implementing engagement initiatives that promote knowledge-sharing, best practices, and professional connection
Oversee the recruitment and administration of teaching support roles (Teaching Fellows, Teaching Assistants, Graders, and Scribes), ensuring high-quality instructional support for faculty
Partner with internal and external stakeholders to manage visiting researcher programs, international hiring processes, and visa coordination, ensuring compliance with University policies and global hiring practices
Build and sustain strong partnerships across DRFD, HBS departments, and external service providers to enhance research support delivery and resolve complex issues
Serve as a lead point of contact for cross-functional partners (e.g., HBS HR, Finance, Global Support Services, Harvard International Office), coordinating independently while aligning with the second Assistant Director on broader policy interpretation and implementation

What we offer

Generous paid time off including parental leave
Medical, dental, and vision health insurance coverage starting on day one
Retirement plans with university contributions
Wellbeing and mental health resources
Support for families and caregivers
Professional development opportunities including tuition assistance and reimbursement
Commuter benefits, discounts and campus perks

Fulltime

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Manager, Onboarding and Transition Management, Client Lifecycle Management

Job Description

Job Responsibility

Requirements

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What we offer

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