Vice President, Client Management Coordination

As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in maintaining strong governance, regulatory compliance, and an exceptional client experience.

• Lead, mentor, and grow a team of Client Management Coordinators, setting performance goals and providing ongoing support.
• Actively manage intricate and sensitive onboarding cases, balancing a player-coach approach.
• Oversee end-to-end client onboarding, ensuring alignment with CDD/KYC standards and regulatory requirements.
• Review and assess onboarding files, risk assessments, and exceptions for quality and completeness.
• Serve as the primary escalation point for onboarding, documentation, and control-related issues.
• Partner with business stakeholders to prioritize onboarding requests based on strategic value and urgency.
• Provide clear guidance and updates on onboarding processes, timelines, and potential risks.
• Drive initiatives to enhance onboarding efficiency, transparency, and client satisfaction.
• Identify opportunities to standardize processes and strengthen onboarding controls.
• Develop and monitor management reports on onboarding performance, quality, and risk trends.

• Extensive experience in client onboarding, lifecycle management, or operations within a regulated financial services environment.
• Proven track record in people management, including coaching and performance evaluation.
• In-depth knowledge of onboarding controls, CDD/KYC requirements, and regulatory expectations.
• Ability to effectively balance risk management with business facilitation and client service.
• Excellent communication skills, with a proven ability to engage and influence senior-level stakeholders.
• Strong organizational skills to manage multiple priorities and navigate complex matters.
• Player-coach mindset, demonstrating a hands-on leadership style and a commitment to accountability.
• Sound judgment and problem-solving abilities to handle intricate onboarding scenarios.
• Collaborative and pragmatic approach, focused on finding practical solutions.
• Commitment to continuous improvement and delivering high-quality client outcomes.