Senior Client Management Specialist
Core
Senior onboarding partner for institutional clients, driving high-priority mandates from initiation to trading readiness while managing complex cross-functional workstreams.
Role type
Senior Client Management Specialist (Capital Markets)
Builds
Trading-ready onboarding for institutional clients across multiple asset classes
Domain
Global Markets / Capital Markets / Institutional Banking
Deliverable
client delivery
Required skills
Institutional client onboarding, Global Markets products, Regulatory onboarding (KYC/AML), Legal documentation (ISDA/GMRA/CSA), Stakeholder management, Cross-functional leadership, Process optimization, Trade lifecycle knowledge
Preferred skills
Equities onboarding, Programming tools (UiPath, Python, SQL, Tableau), Coaching and team development
Technologies
UiPath, Alteryx, Python, SQL, Tableau, SharePoint
Responsibilities
Lead complex institutional-client onboarding mandates to trading readiness; Act as senior escalation point for clients and internal partners; Set direction across cross-functional onboarding workstreams; Partner with Sales and Trading on strategic client priorities; Coach and develop team members; Support performance, risk, and control visibility
Seniority
Senior, hands-on IC with leadership responsibilities