Developing and implementing transformation strategies * Managing complex, cross-functional programs * Setting and tracking program milestones and KPIs Stakeholder Management * Coordinating with ...
Developing and implementing transformation strategies * Managing complex, cross-functional programs * Setting and tracking program milestones and KPIs Stakeholder Management * Coordinating with ...
Developing and implementing transformation strategies * Managing complex, cross-functional programs * Setting and tracking program milestones and KPIs Stakeholder Management * Coordinating with ...
Developing and implementing transformation strategies * Managing complex, cross-functional programs * Setting and tracking program milestones and KPIs Stakeholder Management * Coordinating with ...
Regulatory Compliance & Implementation Specialist
Dallas, TX Β· On-site
$70K - $88K/yr
Lead client onboarding, implementation, and training activities. * Conduct workflow reviews and provide best-practice recommendations. * Develop and deliver client training and educational resources.
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Regulatory Compliance & Implementation Specialist
Dallas, TX Β· On-site
$70K - $88K/yr
Lead client onboarding, implementation, and training activities. * Conduct workflow reviews and provide best-practice recommendations. * Develop and deliver client training and educational resources.
This leader oversees onboarding, implementation, servicing, and support activities to ensure the successful delivery of Treasury Management solutions for commercial clients. The ASM is accountable ...
This leader oversees onboarding, implementation, servicing, and support activities to ensure the successful delivery of Treasury Management solutions for commercial clients. The ASM is accountable ...
Software Implementation Consultant
Austin, TX Β· On-site
$75K - $95K/yr
Bachelor's Degree in relevant field or related experience * 1+ years of experience in customer service, client onboarding, implementation support, or a related role * Excellent verbal and written ...
Software Implementation Consultant
Austin, TX Β· On-site
$75K - $95K/yr
Bachelor's Degree in relevant field or related experience * 1+ years of experience in customer service, client onboarding, implementation support, or a related role * Excellent verbal and written ...
Implementation / Client Onboarding / Chat Support
El Paso, TX Β· On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Implementation / Client Onboarding / Chat Support
El Paso, TX Β· On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Implementation / Client Onboarding / Chat Support
El Paso, TX Β· Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Implementation / Client Onboarding / Chat Support
El Paso, TX Β· Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding using chat support.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX Β· On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX Β· On-site
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding. This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX Β· Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Implementation Specialist I / Client Onboarding - Bilingual
El Paso, TX Β· Hybrid
$17.50/hr
ADP is hiring Implementation Specialists for client onboarding.This is a hybrid position working 3 days in the office and 2 days at home each week. * Are you looking to grow your career in an agile ...
Sales Solution Specialist
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Sales Solution Specialist
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Sales Solution Specialist
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Sales Solution Specialist
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Account Executive
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Account Executive
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Account Executive
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Account Executive
Austin, TX Β· On-site
Onboarding & Implementation (First 90 Days) * Own the full onboarding journey for new accounts, with an initial focus on AI solutions and expansion to all products over time. * Deliver onboarding ...
Onboarding Specialist
Bastrop, TX Β· On-site
Lead design, development, implementation, evaluation, and continuous improvement of orientation and onboarding programs with innovative strategies and tools * Partner with stakeholders across the ...
Onboarding Specialist
Bastrop, TX Β· On-site
Lead design, development, implementation, evaluation, and continuous improvement of orientation and onboarding programs with innovative strategies and tools * Partner with stakeholders across the ...
YOUR IMPACT The Client Onboarding and Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client onboardings in a commercial / transaction ...
YOUR IMPACT The Client Onboarding and Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client onboardings in a commercial / transaction ...
YOUR IMPACT The Client Onboarding and Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client onboardings in a commercial / transaction ...
YOUR IMPACT The Client Onboarding and Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client onboardings in a commercial / transaction ...
Key Responsibilities Client Onboarding & Implementation (Government Focus) * Manage endβtoβend onboarding and ongoing maintenance of treasury management products and services for institutional ...
Key Responsibilities Client Onboarding & Implementation (Government Focus) * Manage endβtoβend onboarding and ongoing maintenance of treasury management products and services for institutional ...
Onboarding Specialist
Bastrop, TX Β· On-site
Lead design, development, implementation, evaluation, and continuous improvement of orientation and onboarding programs with innovative strategies and tools * Partner with stakeholders across the ...
Onboarding Specialist
Bastrop, TX Β· On-site
Lead design, development, implementation, evaluation, and continuous improvement of orientation and onboarding programs with innovative strategies and tools * Partner with stakeholders across the ...
Serve as onboarding coordinator for complex implementations involving custodial accounts (P&I, T&I), operating accounts, and control account structures (DACA/CMA). Review and validate treasury ...
Serve as onboarding coordinator for complex implementations involving custodial accounts (P&I, T&I), operating accounts, and control account structures (DACA/CMA). Review and validate treasury ...
Treasury Management Service Specialist II - Specialized Mortgage Solutions
Houston, TX Β· On-site
$30.29 - $59.62/hr
Serve as onboarding coordinator for complex implementations involving custodial accounts (P&I, T&I), operating accounts, and control account structures (DACA/CMA). * Review and validate treasury ...
Treasury Management Service Specialist II - Specialized Mortgage Solutions
Houston, TX Β· On-site
$30.29 - $59.62/hr
Serve as onboarding coordinator for complex implementations involving custodial accounts (P&I, T&I), operating accounts, and control account structures (DACA/CMA). * Review and validate treasury ...
Onboarding Implementation information
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The most popular types of Onboarding Implementation jobs in Texas are:
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For Onboarding Implementation jobs in Texas, the most frequently searched job titles are:
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Onboarding Implementation Client Change Management
Dallas, TX β’ Hybrid
Full-time
Re-posted 5 days ago
Job description
About the Team & Business Line:Β
Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times.Β By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.
As a core member of our Transformation Office, you will be working with some of the industry's most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.
About You:
You have a related degree or related professional qualification.Β Β
5+ years' experience in accounting operations and relationship managementΒ Β
10+ years' experience in the financial industry and in an external client facing role
10+ years' experience Program and Project Management experience
Proven knowledge of Private Equity, Real Assets, and Credit fund administration
Proven Business Analysis experience
Our Benefits
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.Β
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection
#LI-AD1
#INDCIT
Join us in our new location, Dallas, Texas
Your Role:Β
The role of an Executive Vice President (EVP) Client Transformation Program Manager involves leading/overseeing client integrations, conversions, and strategic projects. The incumbent is responsible for leading and the management of virtual teams tasked with project managing client transformations across operating models, digital, data, regulatory & compliance and technology. The Program Manager may be involved in securing new business as well as manage existing client relationships and implementations, will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups.Β
The role of the Program Manager involves working with some of the industry's most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon. The Program Manager will play an integral role in leading the team in overseeing the success of the strategic and tactical initiatives in partnership with various business units' senior leadership teams. The Program Manager will also provide strategic leadership, ensuring the team executes programs in a standardized, risk-adverse manner, providing Management Information Reporting for initiatives as well as marketing the team and identifying opportunities to expand the team's scope and improve processes and frameworks.Β
The core skills required are having experience in leading teams for successful delivery of programs within a project management framework, demonstrating effective communication skills, having client-facing experience and understanding the financial services business. Β
Strategic Planning & Execution
Developing and implementing transformation strategies
Managing complex, cross-functional programs
Setting and tracking program milestones and KPIs
Stakeholder Management
Coordinating with senior leadership and key stakeholders
Leading change management and communication efforts
Building and maintaining relationships across business units
Delivery & Operations
Overseeing program budgets and resources
Managing risks and dependencies
Ensuring alignment with business objectives
Driving continuous improvement initiatives
Technology & Process
Leading digital transformation initiatives
Modernizing business processes
Implementing new systems, processes and technologies
Project Management
Coordinate with all relevant teams to ensure internal will meet client needs and they capture all unique sets of requirements
Coordinate with both internal and external stakeholders to ensure the project scope is documented, agreed and completed at planning phases
Tracking of projects, progress, status and deadlines
Actively manage operational risk - monthly reporting on status reports and key development issues to external clients and executive management team
Ensure fluid execution and strategy for work forecasting and allocation
Sales Preparation
Participate in marketing and sales pitches; effectively demonstrate and communicate Citco's workflows, best practices and technologies
Request for proposal/information assistance
Stakeholder in the development of new clients/business
Leverage existing client relationship to secure new business, offering our products and services