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Equity Prime Broker Onboarding Manager

New York, New York

Job Description:

This role is responsible for all onboarding activities including Know Your Customer, Tax, Legal Documentation, Operational Setups, Connectivity, etc.    The team is directly client facing and responsible for implementing and managing a smooth and efficient onboarding process ensuring that the client is enabled to do business with BOA.  The Equity Prime Brokerage Onboarding Manager will work as the liaison with all internal stakeholders (Sales, Account Managers, Legal, A&D, Credit, Tax, KYC, Implementation, RDS, CSRs, etc) to ensure that the time to market is minimized, providing proactive and succinct communication to our clients.  Additional responsibilities include identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance.  As well as being responsible for cycle time metrics and accurate and timely pipeline updates.  

Responsibilities:
• Accountable for ensuring overall client satisfaction while at the same time meeting the firm’s global audit, compliance, risk and control requirements        

• Owning the onboarding opportunity end to end
• Moving the onboarding request through the process as quickly and efficiently as possible  (KYC, Legal, Tax)
• Communicating the status to internal and external parties
• Coordination of client connectivity, account set up and configuration
• Manage your own pipeline and be aware of when to escalate issues

Requirements:

Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.                                     

∙ Excellent communications skills and ability to present to an audience
∙ Ability to work under pressure in a team environment
∙ Ability to liaise with all levels of the firm and people with different experiences and backgrounds
∙ Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
∙ Previous experience within Prime Broker a plus

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
∙ Excels in working among diverse viewpoints to determine the best path forward.
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

This role is responsible for all onboarding activities including Know Your Customer, Tax, Legal Documentation, Operational Setups, Connectivity, etc.    The team is directly client facing and responsible for implementing and managing a smooth and efficient onboarding process ensuring that the client is enabled to do business with BOA.  The Equity Prime Brokerage Onboarding Manager will work as the liaison with all internal stakeholders (Sales, Account Managers, Legal, A&D, Credit, Tax, KYC, Implementation, RDS, CSRs, etc) to ensure that the time to market is minimized, providing proactive and succinct communication to our clients.  Additional responsibilities include identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance.  As well as being responsible for cycle time metrics and accurate and timely pipeline updates.  

Responsibilities:
• Accountable for ensuring overall client satisfaction while at the same time meeting the firm’s global audit, compliance, risk and control requirements        

• Owning the onboarding opportunity end to end
• Moving the onboarding request through the process as quickly and efficiently as possible  (KYC, Legal, Tax)
• Communicating the status to internal and external parties
• Coordination of client connectivity, account set up and configuration
• Manage your own pipeline and be aware of when to escalate issues

Requirements:

Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.                                     

∙ Excellent communications skills and ability to present to an audience
∙ Ability to work under pressure in a team environment
∙ Ability to liaise with all levels of the firm and people with different experiences and backgrounds
∙ Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
∙ Previous experience within Prime Broker a plus

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
∙ Excels in working among diverse viewpoints to determine the best path forward.
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21042740

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kimberly Ravlich

Referral Bonus:

0

Street Address

Primary Location:
222 BROADWAY, NY, New York, 10038