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Client Onboarding Manager Jobs (NOW HIRING)

SpotOn: Sales

Client Onboarding Specialist

Chicago, IL · On-site

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

SpotOn

Client Onboarding Specialist

San Francisco, CA · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

SpotOn

Client Onboarding Specialist

New York, NY · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

SpotOn

Client Onboarding Specialist

Chicago, IL · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

SpotOn

Client Onboarding Specialist

Royal Oak, MI · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

ALKEME

Client Onboarding Specialist

Draper, UT · On-site

Client Onboarding Specialist Location: Draper, UT 84020 (InsurePro) Reports to: Agency Leader ... This role handles organizational and clerical tasks, supports executives with scheduling, manages ...

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How much do client onboarding manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client onboarding manager in the United States is $76,606.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $77,500.00 per year, depending on experience, location, and employer.

What is a client onboarding manager?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What does a client onboarding manager do?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.

What are the key skills and qualifications needed to thrive as a client onboarding manager?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

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Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $76,606 per year, or $36.8 per hour.

AVP, Client Onboarding - Prime Brokerage

Page Group

Manhattan, NY • On-site

$115K - $150K/yr

Other

Posted 3 days ago

New

Job description

The Client Onboarding manager will oversee the onboarding and transition of institutional clients across its Prime Services platform. This individual will manage complex implementation projects involving prime brokerage, clearing, custody, financing, and related products, ensuring a seamless client experience from inception through go-live. Client Details A company operating in the financial services industry. Description Client Onboarding & Project Delivery Manage onboarding and implementation projects for institutional clients from initiation through successful launch. Develop and maintain project plans, timelines, milestones, and stakeholder responsibilities. Coordinate account opening, documentation, risk approvals, operational setup, and readiness activities. Ensure project deliverables are completed within established deadlines and governance standards. Stakeholder Management Partner closely with Sales, Product, Operations, Technology, Legal, Compliance, Risk Management, and Client Coverage teams. Facilitate discussions across multiple workstreams and drive project execution through to completion. Identify implementation risks, resolve issues, and escalate critical matters where appropriate. Maintain strong working relationships with both internal and external stakeholders. Client Engagement Act as a primary point of contact during onboarding and implementation activities. Provide regular status updates and project reporting to clients and senior stakeholders. Coordinate meetings, track action items, and support issue resolution efforts. Deliver a professional and consistent onboarding experience. Governance & Controls Ensure onboarding activities comply with internal policies, risk frameworks, and regulatory requirements. Maintain complete project documentation and audit-ready records. Support reporting related to onboarding metrics, implementation progress, and operational controls. Contribute to governance reviews and process oversight initiatives. Process Improvement Identify opportunities to streamline onboarding workflows and improve client experience. Support implementation of process enhancements, automation initiatives, and operational best practices. Assist with the development of procedures, training materials, and operating guidelines. Profile Required Qualifications Bachelor's degree in Finance, Business, Economics, or a related discipline. 5+ years of experience within institutional onboarding, client implementation, project management, securities services, capital markets, or related financial services environments. Strong understanding of institutional client onboarding and account lifecycle processes. Experience managing complex projects involving multiple stakeholders. Excellent communication, organisation, and problem-solving skills. Ability to operate effectively in a fast-paced and deadline-driven environment. Preferred Qualifications Experience supporting hedge funds, asset managers, broker-dealers, or other institutional investors. Knowledge of clearing, custody, financing, capital markets, or derivatives products. Familiarity with KYC, AML, client due diligence, and onboarding documentation requirements. Prior experience within a global bank, broker-dealer, clearing firm, or financial market infrastructure provider. Job Offer Base salary $115,000 - $150,000. MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

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