Loan Analyst
Kiavi
Lead Onboarding Specialist, Electronic Trading Integration
BestEx Research
full-time
Posted on:
Origin: • 🇮🇳 India
Visit company websiteJob Level
Senior
About the role
- Lead, mentor, and develop a team of onboarding specialists and integration engineers.
- Define best practices, certification processes, and documentation standards for client onboarding.
- Serve as the senior escalation point for technical or workflow challenges during onboarding.
- Manage onboarding project timelines, ensuring delivery across multiple clients in parallel.
- Partner with sales, product, and technology leadership to align onboarding with business priorities.
- Oversee and, when needed, personally manage complex client integrations from certification to production go-live.
- Guide clients through FIX connectivity setup, certification, and custom workflow implementation.
- Ensure order routing, algo workflows, and post-trade allocations are tested and validated across asset classes.
- Communicate with senior client stakeholders (both technical and trading desks) to provide transparency and confidence throughout the onboarding process.
- Drive continuous improvement to reduce time-to-market for client onboarding.
- Establish and monitor KPIs for onboarding efficiency, client satisfaction, and go-live success rates.
- Collaborate with product and technology teams to provide feedback from onboarding that informs platform enhancements.
- Maintain deep knowledge of trading regulations, exchange rules, and evolving FIX standards to keep onboarding processes current.
Requirements
- Bachelor’s degree in Computer Science, Engineering, Finance, or related field.
- 6+ years of experience in trading technology onboarding, FIX connectivity, or client integration.
- Strong expertise in FIX protocol (4.2/4.4/5.0) and trading workflows (equities, futures, options, FX, etc.).
- Proven experience managing multiple large-scale client onboarding projects.
- Leadership experience, either as a team lead or in a senior mentoring role.
- Excellent communication skills with the ability to engage both technical and business stakeholders.
- Strong problem-solving mindset and ability to work in high-pressure trading environments.
- Hands-on leader who can balance management responsibilities with technical depth.
- Ability to elevate client experience while scaling internal onboarding processes.
- Trusted partner to clients and internal teams, capable of driving complex integrations to completion.
