Onboarding Senior Associate

Onboarding Senior Associate

Make your mark by leading strategic client migrations that accelerate your leadership growth while delivering seamless, well-controlled implementations.

 

As a Onboarding Associate within the Client Transfers team in commercial and investment banking, you lead end-to-end execution of complex client migration and transfer initiatives across Treasury Services products and solutions. You act as a trusted advisor to clients and internal partners by driving disciplined delivery, governance, and stakeholder engagement. You deliver measurable improvements to client experience, cycle times, and operational efficiency while balancing risk and control expectations.

 

Job Responsibilities:

 

• Lead end-to-end client transfer and migration programs through implementation and stabilization.
• Serve as the primary point of contact for clients and internal partners across the program lifecycle.
• Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
• Design implementation strategies, project plans, governance structures, risk mitigation plans, and executive reporting.
• Coordinate cross-functional delivery across product, sales, service, operations, technology, risk, compliance, and implementation teams.
• Facilitate steering committees, governance forums, status meetings, and executive-level discussions.
• Evaluate risks, dependencies, and roadblocks; escalate and resolve issues proactively.
• Manage multiple high-priority client engagements while maintaining controlled execution and deadlines.
• Influence decision-making across diverse stakeholder groups without direct authority.
• Support growth opportunities through solution discussions, client presentations, and request for proposal responses.
• Champion process improvements, automation initiatives, and operational excellence to enhance client experience and scalability.

 

Required qualifications, skills, and capabilities:

 

• Bring 10+ years of experience in client onboarding, implementations, treasury services, cash management, account transfers, payments, commercial banking, or financial services operations.
• Demonstrate experience leading complex client-facing projects and implementations.
• Apply project management skills to manage multiple priorities and deadlines.
• Communicate clearly in writing and verbally with clients and internal partners.
• Influence stakeholders at all levels to drive alignment and decisions.
• Analyze complex information to support problem solving and decision making.
• Resolve escalations across cross-functional teams through structured issue management.
• Operate effectively in a fast-paced, highly regulated environment with strong attention to risk and control.
• Hold a bachelor’s degree or equivalent practical experience.

 

Preferred qualifications, skills, and capabilities:

 

• Offer experience across treasury services, payments, liquidity, commercial card, receivables, or account services.
• Support large corporate, middle market, or multinational clients in a client-facing delivery role.
• Maintain a project management certification such as Project Management Professional, PRINCE2, or Agile.
• Drive transformation, automation, or digitization initiatives.
• Apply knowledge of banking operations, regulatory requirements, and risk frameworks.
• Engage senior client executives and C-suite stakeholders in governance and decision forums.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Experience Level

Mid Level