Client Onboarding Lead Analyst

• Lead the transformation of onboarding processes and capabilities to establish a global standard for consistent client experience and operational excellence.
• Manage onboarding readiness for new product launches and enhancements, ensuring all requirements are clearly defined.
• Evaluate new product and enhancement initiatives to ensure alignment with automation objectives and organizational control strategy.
• Facilitate cross-functional meetings with Product, Technology, and Operations partners to identify process improvement opportunities and implement automation-led solutions.
• Assess onboarding and operational risks, ensuring compliance with applicable laws, regulations, and internal policies.
• Create, maintain, and govern onboarding materials and training content for new product launches.
• Define and track key performance indicators to measure adoption success and drive continuous improvement across onboarding operations worldwide.
• Partner with senior business leaders to design and implement scalable onboarding solutions that reduce defects and enhance client satisfaction.

Required qualifications & skills:

• 6 or more years of experience in client onboarding, account services, cash and liquidity management, or a related financial services function.
• Demonstrated ability to manage complex, cross-functional programs including change management, process re-engineering, and business analysis.
• Experience in documentation review, account maintenance, and cash and liquidity product operations.
• Strong project management capability, including cost management, planning, and overseeing multiple workstreams.
• Sound knowledge of risk and control frameworks.
• Clear and confident communicator, written and verbal, able to engage senior stakeholders.
• Bachelor's degree in Finance, Economics, or an equivalent field, or commensurate professional experience.
• Proficiency in English, written and spoken, to a professional business standard.

Beneficial skills & qualifications:

• PMP certification or equivalent program management qualification.
• Lean Six Sigma or equivalent process re-engineering certification.
• Knowledge of Liquidity, Payments, and Receivables products and treasury banking solutions.
• Experience in system testing, rollout management, and technology-enabled process change.