Lead end-to-end onboarding, transition, and operational migration of new clients across capital markets, wealth management, and asset management back-office operations
Job Summary
Lead end-to-end onboarding, transition, and operational migration of new clients across capital markets, wealth management, and asset management back-office operations.
Drive alignment across Sales, Operations, Product, Technology, Finance, Compliance, and Customer Success to ensure seamless client transitions and sustainable service delivery.
Establish and continuously improve onboarding playbooks, governance models, and operating rhythms that enable scalable, consistent, and high-quality implementations.
Matching Summary
Lead end-to-end onboarding, transition, and operational migration of new clients across capital markets, wealth management, and asset management back-office operations.