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Financial Onboarding Manager Jobs (NOW HIRING)

Enumerate

Onboarding Manager

OR · On-site +1

Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients. This role is responsible for planning, building data tables ...

Eltropy Inc.

Onboarding Manager

Phoenix, AZ · Remote

$85K - $95K/yr

Remote, USA Compensation: $85,000-$95,000 (Base and Bonus) As an Onboarding Manager at Eltropy, you will be part of a high-impact team guiding financial institutions through the onboarding and ...

Eltropy Inc.

Onboarding Manager

Phoenix, AZ · On-site

$85K - $95K/yr

Remote, USA Compensation: $85,000-$95,000 (Base and Bonus) As an Onboarding Manager at Eltropy, you will be part of a high-impact team guiding financial institutions through the onboarding and ...

Accra Care, Inc

Onboarding Manager

Minnetonka, MN · On-site

$72K - $80K/yr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) ... The Onboarding Manager leads the onboarding team and is responsible for delivering efficient, high ...

Accra

Onboarding Manager

Minnetonka, MN · On-site

$72K - $80K/yr

Smart Financial Options: HSA & FSA plans to help you plan ahead. * Secure Your Future: 401(k) ... The Onboarding Manager leads the onboarding team and is responsible for delivering efficient, high ...

PERSUIT

Onboarding Manager

Manhattan, NY · On-site

$120K/yr

In this role, you will manage multiple onboarding projects simultaneously, partner closely with ... Build trusted relationships with senior legal, procurement, operations, finance, and technology ...

Serrala Group GmbH

Onboarding Manager

Chicago, IL · On-site

$60 - $80/hr

Join us as we lead the future of finance automation! About the role: A Serrala Onboarding Manager uses consulting skills, business knowledge and SAAS / Cloud expertise to onboard our customers to the ...

PERSUIT

Onboarding Manager

New York, NY · On-site

$120K/yr

In this role, you will manage multiple onboarding projects simultaneously, partner closely with ... Build trusted relationships with senior legal, procurement, operations, finance, and technology ...

PERSUIT

Onboarding Manager

Manhattan, NY · On-site

$120K/yr

In this role, you will manage multiple onboarding projects simultaneously, partner closely with ... Build trusted relationships with senior legal, procurement, operations, finance, and technology ...

Brundage Group

Client Onboarding Manager

Pinellas Park, FL · On-site

$81K - $122K/yr

Coordinates Brundage IT, Sales, Operations, Client Engagement, and Finance around each project ... management, implementation, or client onboarding experience, including some experience directing ...

Wealth Inc

Client Onboarding Manager

New York, NY · On-site

$125K - $150K/yr

Client Onboarding Manager Location : Hybrid (NYC) About Us Wealth.com is the industry's leading ... Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with ...

ID.me

Customer Onboarding Manager

Mclean, VA · On-site

... financial services, and more. Role Overview We are seeking an experienced Customer Onboarding ... Facilitate stakeholder communications and manage expectations throughout the onboarding lifecycle.

Adyen

Merchant Onboarding Manager

San Francisco, CA

$90K - $125K/yr

This is Adyen Adyen provides payments, data, and financial products in a single solution for ... Merchant Onboarding Manager We are looking for a Merchant Onboarding Manager to join our Merchant ...

Jobgether

As a Banking Onboarding Manager, you will take ownership of complex corporate banking and EMI ... You will act as a key link between internal Finance and Legal teams and external banking partners ...

Adyen

Merchant Onboarding Manager

San Francisco, CA · On-site

$90K - $125K/yr

This is Adyen Adyen provides payments, data, and financial products in a single solution for ... Merchant Onboarding Manager We are looking for a Merchant Onboarding Manager to join our Merchant ...

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Financial Onboarding Manager information

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$61K

$121K

$157.5K

How much do financial onboarding manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial onboarding manager in the United States is $121,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,500.00 and $138,500.00 per year, depending on experience, location, and employer.

What is a financial onboarding manager?

A Financial Onboarding Manager is a professional responsible for guiding new clients or employees through the initial processes of integrating with a company's financial systems and services. Their duties often include explaining financial products or protocols, ensuring compliance with regulations, collecting necessary documentation, and providing training or support during the transition period. They act as a key point of contact to ensure a smooth and efficient onboarding experience, helping clients or staff understand and effectively use financial tools or platforms.

How does a financial onboarding manager collaborate with other departments to ensure a smooth client onboarding process?

A Financial Onboarding Manager regularly works cross-functionally with teams such as sales, compliance, and operations to streamline the client onboarding experience. They coordinate with sales to understand client requirements, work closely with compliance to ensure all regulatory checks are met, and partner with operations to set up client accounts accurately. This collaboration is essential to address any challenges promptly and provide clients with a seamless transition into financial services. Effective communication and project management skills are crucial for success in this role.

What are the key skills and qualifications needed to thrive as a financial onboarding manager, and why are they important?

To thrive as a Financial Onboarding Manager, you need a solid background in finance or business administration, experience with client onboarding processes, and strong analytical skills. Familiarity with CRM systems, KYC/AML compliance tools, and digital onboarding platforms is typically required. Exceptional communication, problem-solving, and organizational skills help you build client trust and manage multiple priorities effectively. These skills and qualities ensure seamless client integration, regulatory compliance, and high customer satisfaction in financial institutions.

What are popular job titles related to Financial Onboarding Manager jobs?

For Financial Onboarding Manager jobs, the most frequently searched job titles are:

Infographic showing various Financial Onboarding Manager job openings in the United States as of June 2026, with employment types broken down into 84% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $121,012 per year, or $58.2 per hour.

Onboarding Manager

OR • On-site, Remote

Enumerate
Computer and Computer Peripheral Equipment and Software Wholesalers • 51 - 200 employees
Learn more about Enumerateexternal

Full-time

Re-posted 9 days ago

Job description

Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients. This role is responsible for planning, building data tables, configuring system resources and coordinating with other teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible for scoping projects and creating processes to ensure the timely completion of client implementation projects. 

Key Responsibilities: 

  • Plan and execute onboarding process: 
  • Gather necessary data from client 
  • Create project timeline for implementation 
  • Build database in Central 
  • Establish banking relationship and open accounts as needed 
  • Establish payment processing method agreements both AP and AR 
  • Communication with owners 
  • Creating Users to access CENTRAL and banking 
  • Communicating with adjacent Teams that will run the day to day after turnover from Onboarding 
  • Implement technical systems and solutions in support of organizational objectives. 
  • Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives. 
  • Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process. 
  • Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan. 
  • Interact with clients and stakeholders, as well as serve as a first line of escalation. 
  • Create process improvements and ensure they are being adhered to. 

Requirements: 

  • 3-5 years of experience in SaaS Implementations. 
  • Bachelor's degree in a related field is a plus but not required. 
  • Project management, accounting knowledge and/or data migration experience is a plus 

Apply