Onboarding Project Lead Wealth Management

Key Responsibilities:

Client Onboarding & Project Management

• Lead the full lifecycle of client onboarding for platforms such as:
• BPS Core Books & Records
• Workflow Suite (SRFB, P&S, Seg Deficits, Margin, Asset Transfer)
• FXL Cash Management System
• Astrid Corporate Action Platform
• Develop, maintain, and track detailed project plans, timelines, milestones, and deliverables.
• Identify, manage, and mitigate project risks, dependencies, and challenges proactively.
• Oversee change orders and scope adjustments as project requirements evolve.

Client & Stakeholder Management

• Serve as the primary client liaison throughout the onboarding process, fostering strong business relationships.
• Provide transparent and timely project updates to clients and executive leadership.
• Escalate emerging risks or issues promptly to safeguard project timelines and budgets.
• Guide clients toward solutions that support strategic direction and business objectives.

Cross-Functional Collaboration

• Collaborate with internal teams across Product, Technology, and Operations to ensure alignment with project goals and execution.
• Influence stakeholders without direct authority to drive successful outcomes.
• Ensure compliance with regulatory, security, and operational standards.

Communication & Reporting

• Present complex information and project data clearly and logically.
• Maintain comprehensive documentation for onboarding activities, progress, and lessons learned.