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Financial Onboarding Manager Jobs (NOW HIRING)

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Access to on-demand legal and financial advice* Learning and development programs to help you grow ...

Onboarding Manager About Numeral Numeral is building the automation backbone for internet commerce ... You will guide founders and finance teams from "signed contract" to "fully compliant and live ...

You will manage our onboarding systems and platforms, developing comprehensive dashboards to track ... Free access to some support services (financial, legal, counseling etc.) * Fitness: Discounted ...

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Access to on-demand legal and financial advice * Learning and development programs to help you grow ...

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Access to on-demand legal and financial advice * Learning and development programs to help you grow ...

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Access to on-demand legal and financial advice * Learning and development programs to help you grow ...

You will manage our onboarding systems and platforms, developing comprehensive dashboards to track ... Free access to some support services (financial, legal, counseling etc.) • Fitness: Discounted ...

Role Overview We are seeking an experienced Customer Onboarding Manager to lead the implementation ... Experience working with government agencies, healthcare organizations, or financial services ...

Customer Onboarding Manager

Plano, TX · Hybrid

$96K - $121K/yr

Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in ... management, consulting, onboarding or customer success experience with SaaS applications.

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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.

Senior Client Onboarding Manager

Manhattan, NY • On-site

Progyny Inc.
Health Care and Social Assistance • 51 - 200 employees

$100 - $125/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


Job description

## Senior Client Onboarding ManagerApplylocations: New York, New York: Remotetime type: Full timeposted on: Posted 5 Days Agojob requisition id: JR101101Thank you for considering Progyny!Progyny is looking for a motivated Senior Client Onboarding Manager to lead internal and external stakeholders throughout our benefit implementation process.The Senior Client Onboarding Manager will be responsible for driving smooth client implementations that exceed our clients’ expectations. We are looking for a natural leader who is smart, innovative, and detail oriented. This individual will play a key role in guiding new clients through the onboarding process to ensure the successful integration of Progyny’s products and services. The ideal candidate will have experience navigating complex benefits programs and managing client relationships for large and strategic accounts.(This is not a software implementations role)**What you’ll do...** The Senior Client Onboarding Manager will serve as both a player and a coach, leading by example while managing a portfolio of new client implementations and strategic projects. **This role is responsible for:*** Overseeing projects from initiation through completion, ensuring seamless coordination across the onboarding team and cross-functional partners* Managing both on-cycle and off-cycle implementations, ensuring timelines, deliverables, and client expectations are consistently met* Driving client implementations that exceed client expectations with minimal guidance and oversight from their direct manager* Identifying gaps and optimizing work processes that help the team overcome gaps to support client implementations in accordance with: Business requirements, Partnership requirements, Client requirements* Communicating organizational processes both internally and externally (within the team, across departments, with external parties)* Managing integrations with client-specific partners (carriers and vendors) that support a collaborative partnership and positive client and member experience during implementation and following the benefit go live* Including successful claims processing integration* Maintaining accurate, real-time reporting on all current implementation activities including communicating risks and abrasions to their direct manager* Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the department.The Senior Onboarding Manager is responsible for:* Training, coaching and mentoring team members on the implementation process and best practice adoption* Organizing team effort, identifying, and communicating team priorities, and motivating team members to achieve team goals**About you...*** Minimum six years’ experience in a similar role with proven track record of success* Experience working in a healthcare / benefit environment preferred* Bachelor's degree required* Master’s degree, PMP Certification, or similar certifications is a plus* Experience supporting Taft-Hartley Fund, and/or public sector clients is a plus* Demonstrated implementation management skills including leadership, communication, customer management, project management**Please note:** Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future.**About Progyny:**Progyny (Nasdaq: PGNY) is a global leader in women’s health and family building solutions, trusted by the nation’s leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians.Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.Our mission is to empower healthier, supported journeys through transformative fertility, family building and women’s health benefits.Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC. For more information, visit www.progyny.com.**Our perks:*** Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group* Menopause and midlife care* Health, dental, vision and life insurance options for employees and family* Free in-person, virtual and text-based mental health and wellness support* Paid time off, including vacation, sick leave, personal days and summer flex time* Company equity* Bonus program* 401(k) plan with company match* Access to on-demand legal and financial advice* Learning and development programs to help you grow professionally and a mentorship program* Company social events to include annual volunteer day and donation matching* Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY officeIn compliance with New York City's Wage Transparency Law, the hourly salary [wage] range for NYC-based applicants is: **$90,000 - 110,000.** There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity. Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law.If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com. #J-18808-Ljbffr