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

Salary

Base: $220,000 - $230,000; Bonus/Equity: Bonus Eligible; Benefits: Comprehensive benefit offerings

Skills & Requirements

Key Requirements

• 10+ years progressive program management experience
• Significant experience managing multiple concurrent onboarding programs
• Proven ability to deliver programs on time and within budget
• Demonstrated success in senior client-facing roles
• Bachelor’s degree in Business, Operations, or related field or equivalent practical experience

Work Rights