Client Onboarding Manager - Prime Brokerage

Client Onboarding & Project Delivery

• Manage full lifecycle onboarding projects across prime brokerage, clearing, custody, and financing services
• Build and maintain detailed project plans, including milestones, dependencies, and timelines
• Oversee completion of onboarding requirements such as documentation, credit approvals, and data setup

Stakeholder Coordination

• Partner with cross-functional teams including Product, Operations, Technology, Legal, Compliance, and Risk
• Ensure all internal teams are aligned and prepared to meet onboarding deliverables
• Track progress against milestones, proactively identifying risks or delays

Client Engagement

• Serve as the main point of contact throughout the onboarding lifecycle
• Lead regular status meetings and provide clear progress updates to clients
• Support senior stakeholders in client communications and presentations

Governance & Controls

• Ensure all onboarding activity aligns with internal policies and regulatory requirements
• Maintain accurate, audit-ready documentation and project records
• Contribute to governance reporting, including status updates and escalation tracking

Process Improvement

• Identify inefficiencies and recommend improvements to onboarding processes
• Contribute to playbooks, documentation, and internal best practices
• Participate in initiatives focused on enhancing client experience and operational efficiency

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.