About this role
You will manage the onboarding lifecycle for new trading entities within the Markets team, coordinating closely with sales teams, clients, and internal partners to move requests from intake through trading readiness. You will translate onboarding requirements into clear execution plans, drive cross-functional dependencies, monitor risks and delays, and maintain audit-ready documentation while ensuring required controls, regulatory coverage, and legal documentation workflows are completed on time.
Job Responsibilities
-You will manage a pipeline of onboarding requests from intake through trading readiness, ensuring timely and accurate execution.
-You will partner with client-facing teams and clients to confirm onboarding requirements, milestones, and dependencies.
-You will coordinate cross-functional stakeholders (e.g., due diligence, credit, legal, operations, regulatory coverage) to drive end-to-end progress.
-You will translate onboarding requirements into clear action plans with owners and target timelines, escalating risks and delays as needed.
-You will drive operational readiness activities, including account and connectivity setup, static/reference data alignment, and workflow handoffs.
-You will validate that required regulatory coverage and applicable classifications are in place, coordinating remediation where gaps are identified.
-You will track legal documentation execution status and ensure documents are appropriately activated and linked.
-You will identify recurring issues and implement process improvements to make onboarding smoother, faster, and more standardized.
Required Qualifications, Capabilities and Skills.
-Experience in an operations, onboarding, client service, or middle office function within financial services.
-Ability to manage multiple concurrent requests with strong organization, prioritization, and attention to detail.
-Demonstrated stakeholder management