Job Description
We are seeking a strategic, experienced, and client-centric professional to lead as Director – Markets Client Onboarding. In this senior leadership role, you will be responsible for setting and driving the onboarding strategy for Financial Markets clients globally, ensuring world-class service delivery across all touchpoints.
You will lead cross-functional collaboration across Sales, Coverage, Risk, Legal, Compliance, and Operations — ensuring clients are onboarded efficiently, compliantly, and ready to trade across our full suite of products. This is a high-impact role for a dynamic leader who thrives in a fast-paced, regulated environment and is committed to continuous improvement and exceptional client experience.
Key Responsibilities
Strategic Leadership & Transformation
- Define and execute global onboarding strategy for Markets clients
- Champion transformation initiatives for scale, digitisation, and client experience
- Align onboarding with Markets growth and regulatory strateg
Executive Stakeholder Management
- Act as trusted partner to senior leaders in Sales, Coverage, and Risk
- Represent onboarding in executive forums and audits
- Lead resolution of high-impact onboarding escalations with a solutions-first approach
Governance, Risk & Regulatory Oversight
- Oversee regulatory readiness including KYC, CIP, FATCA, EMIR, and Dodd-Frank
- Ensure compliance with global and local policies
- Drive proactive risk identification and operational integrity
Operational Excellence
- Ensure seamless client onboarding, including e-platform enablement and trading limits
- Build robust MI, KPIs, and quality control to drive performance
- Promote continuous improvement through automation and process redesign
People & Culture Leadership
- Lead and inspire a high-performing global onboarding team
- Foster an inclusive culture focused on development and well-being
- Provide mentorship and skills uplift across regions
Strategic Leadership & Transformation
- Define and execute global onboarding strategy for Markets clients
- Champion transformation initiatives for scale, digitisation, and client experience
- Align onboarding with Markets growth and regulatory strateg
Executive Stakeholder Management
- Act as trusted partner to senior leaders in Sales, Coverage, and Risk
- Represent onboarding in executive forums and audits
- Lead resolution of high-impact onboarding escalations with a solutions-first approach
Governance, Risk & Regulatory Oversight
- Oversee regulatory readiness including KYC, CIP, FATCA, EMIR, and Dodd-Frank
- Ensure compliance with global and local policies
- Drive proactive risk identification and operational integrity
Operational Excellence
- Ensure seamless client onboarding, including e-platform enablement and trading limits
- Build robust MI, KPIs, and quality control to drive performance
- Promote continuous improvement through automation and process redesign
People & Culture Leadership
- Lead and inspire a high-performing global onboarding team
- Foster an inclusive culture focused on development and well-being
- Provide mentorship and skills uplift across regions
Skills and Qualifications
Skills
- Proven expertise in Markets products and client onboarding across jurisdictions
- Deep understanding of regulatory frameworks and operational controls
- Executive-level stakeholder management and communication
- Strategic thinking with hands-on delivery focus
- Strong leadership and team development capabilities
- Track record of leading transformation or digital initiatives
Qualifications
Experience & Attributes
- 12+ years of relevant experience in client onboarding, Markets operations, or financial services
- Experience leading complex onboarding and client enablement in a regulated environment
- Deep understanding of onboarding platforms, workflow tools, and client lifecycle management
- Fluent in English (verbal and written); additional languages are a plus
- Bachelor’s degree in Business, Finance, or related discipline; advanced qualifications a plus
Competencies
- Action Oriented
- Collaborates
- Customer Focus
- Gives Clarity & Guidance
- Manages Ambiguity
- Develops Talent
- Drives Vision & Purpose
- Nimble Learning
- Decision Quality
- Courage
- Instills Trust
- Strategic Mindset
- Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements
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