Client Onboarding, VP

Job Description:

A leading global hedge fund in lower Connecticut seeks a Vice President of Client Onboarding to join its Operations team. This individual will manage complex onboarding events and serve as a key contact point across internal teams and external stakeholders. The role requires strong project management, client service, and operational expertise, particularly within equity and derivative markets.

Key Responsibilities:

• Independently manage onboarding-related events including account launches, terminations, strategy changes, custody/administrator transitions, and market openings
  
• Oversee account openings and related documentation, coordinating with brokers and service providers
  
• Serve as liaison across internal teams (Legal, Operations, Trading, Technology, etc.) and external partners
  
• Lead client meetings and firmwide calls related to onboarding initiatives
  
• Utilize proprietary systems and tools to track, manage, and enhance onboarding processes
  
• Identify and implement process improvements for efficiency and scalability
  
• Manage long-term projects with multiple stakeholders
  

  Requirements:

• Bachelor’s degree
  
• 6–8 years of experience in a client onboarding role within a bank or investment manager
  
• Strong operations background; hedge fund experience preferred
  
• Solid product knowledge in equities and derivatives (OTC, FX, etc.)
  
• Excellent communication, analytical, and organizational skills
  
• Proficiency in Excel and SQL
  
• Ability to prioritize in a fast-paced, team-oriented environment
  
  Benefits:
  
• Competitive compensation and bonus potential
  
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off