AVP, Client Onboarding - Prime Brokerage

Client Onboarding & Project Delivery

• Manage onboarding and implementation projects for institutional clients from initiation through successful launch.
• Develop and maintain project plans, timelines, milestones, and stakeholder responsibilities.
• Coordinate account opening, documentation, risk approvals, operational setup, and readiness activities.
• Ensure project deliverables are completed within established deadlines and governance standards.

Stakeholder Management

• Partner closely with Sales, Product, Operations, Technology, Legal, Compliance, Risk Management, and Client Coverage teams.
• Facilitate discussions across multiple workstreams and drive project execution through to completion.
• Identify implementation risks, resolve issues, and escalate critical matters where appropriate.
• Maintain strong working relationships with both internal and external stakeholders.

Client Engagement

• Act as a primary point of contact during onboarding and implementation activities.
• Provide regular status updates and project reporting to clients and senior stakeholders.
• Coordinate meetings, track action items, and support issue resolution efforts.
• Deliver a professional and consistent onboarding experience.

Governance & Controls

• Ensure onboarding activities comply with internal policies, risk frameworks, and regulatory requirements.
• Maintain complete project documentation and audit-ready records.
• Support reporting related to onboarding metrics, implementation progress, and operational controls.
• Contribute to governance reviews and process oversight initiatives.

Process Improvement

• Identify opportunities to streamline onboarding workflows and improve client experience.
• Support implementation of process enhancements, automation initiatives, and operational best practices.
• Assist with the development of procedures, training materials, and operating guidelines.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.