Generally has responsibility for a single Cash Management product or a set of less complex product (s). Identifies product development and tactical plans based on voice of the customer and industry trends. Maintains financial responsibility for product (s) which included P&L accountability for revenue, profit margins, etc. May act as an individual contributor or may lead a smaller team in developing and/or influencing product strategy and developing and driving products in Cash Management. May act as an individual contributor or may lead a smaller team in developing and/or influencing product strategy and developing and driving products in Cash Management. Provides comprehensive solutions to complex problems or needs. Has extensive technical or functional knowledge of product(s) managed.
Responsibilities: The Onboarding Manager is responsible for ensuring all new client accounts are onboarded accurately and timely. Onboarding Manager coordinates all aspects of the client onboard working with various teams within the organization to ensure all necessary steps are taken to ensure account is set up as required to support the client ask. Onboarding Manager interacts with Client, Sales, Legal, A&D, Core Operations and Client Services teams to ensure all are aware and all necessary connections have been established.
Include:reviewing and understanding the governing documents, ensuring deals meet core product parameters (escalating as required), communicating with client as well as internal partners/teams to ensure smooth client transition, coordinate account set up on multiple systems, train client on custody portal.
Shift:1st shift (United States of America)
Hours Per Week:40