Capital Markets Onboarding Manager

Job title:

Capital Markets Onboarding Manager

Company:

Morgan McKinley

Job description

Overview:We are looking for an experienced professional to lead process-driven initiatives within client onboarding operations. This role involves managing and improving core client onboarding workflows and systems, focusing on operational effectiveness, automation, and cross-functional collaboration within a financial services environment.Key Responsibilities:

• Own and enhance client onboarding processes across multiple systems, ensuring accuracy, efficiency, and compliance.
• Lead initiatives to automate and streamline manual workflows, integrating processes across teams and platforms.
• Collaborate with global operations, technology, and risk teams to align onboarding processes with strategic goals.
• Support and drive operational change, including process re-engineering, system enhancements, and documentation.
• Participate in planning and execution of testing cycles for new workflows, system changes, and process improvements.
• Act as a process subject matter expert, identifying bottlenecks, resolving issues, and supporting control and audit requirements.
• Monitor process performance against SLAs and KPIs, recommending and implementing improvements where required.
• Contribute to governance by ensuring onboarding procedures meet risk, compliance, and regulatory expectations.

Key Requirements:

• 7+ years’ experience in client onboarding or operational process roles within financial services.
• Proven expertise in process improvement, workflow optimisation, and automation.
• Strong understanding of operational risk, governance, and compliance frameworks.
• Familiarity with systems supporting client onboarding and process tracking (e.g. Jira, workflow tools).
• Comfortable working with structured and unstructured information to solve process challenges.
• Strong communication and collaboration skills, with the ability to engage stakeholders across regions.
• Experience in project delivery or change management initiatives.
• Bachelor’s degree in business, operations, or a related field.

Expected salary

Location

Dublin

Job date

Thu, 24 Apr 2025 05:16:33 GMT

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