Onboarding Manager, Partners and Counsel
Latham & Watkins
Director of Client Onboarding
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: Newark • Massachusetts, Montana, New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $165,000 - $175,000 per year
Job Level
Lead
Tech Stack
GradleJavaJenkinsKafkaSDLCShell ScriptingSQL
About the role
- Lead the onboarding process for the Equity (BPS) and Next Gen products
- Responsible for high-level relationships with clients
- Engage with client senior sponsors and handle relationships with internal partners
- Provide direction to senior leaders in various areas, groups, and operations
- Work with pre-sales, sales, and post-sales delivery to ensure solutions meet clients' needs
- Responsible for program issues and resolve cross-program issues; remove barriers to achieving timelines
- Control scope and ensure discipline in processes
- Authorize and review integrated program level timelines, budgets, and designs
- Work to grow client relationships by identifying new business opportunities
- Properly engage and lead internal delivery partners
- Responsible for client solution onboarding and ensuring client happiness
- Troubleshoot real-time issues to ensure a smooth running of the Fixed Income (ICI) product suite
- Mentor & guide team members where needed on implementation
Requirements
- 10+ years of Client Engagement experience
- Diversified Equity, Fixed Income, and Derivatives knowledge
- Expertise in Shell scripting, Java and familiar with any IDE
- Knowledge and expertise in Kafka, MQ, Mark Logic, XQuery, SQL—preferred
- Experience in using Git version management tool, and hands on using Jenkins, Gradle
- Able to do reconciliations and pivoting large scale data
- Must have experience on any of Equity, Fixed Income (Debt) Instruments
- Good understanding on accounting, clearance
- Skilled at negotiation and conflict resolution
- Experience working for a consulting services company- (Accenture, Deloitte, PWC, E&Y) preferred
- Deep understanding of financial products and product workflows
- Experience developing or implementing technology in the financial services industry
- Depth of knowledge / specialty in one financial product area
- Experience in TQM, 6-sigma, or other process discipline training
- Familiar with technology delivery processes (SDLC)
- B.S degree
- Proficient with at least one of the below: Business Analysis Systems Analysis Enterprise Analysis Financial Analysis
Benefits
- Bonus Eligible
- Comprehensive benefit offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Shell scriptingJavaKafkaMQMark LogicXQuerySQLGitJenkinsGradle
Soft skills
client engagementnegotiationconflict resolutionmentoringrelationship management
Certifications
B.S degreeTQM6-sigma