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VP Client Onboarding Project Manager

New York  ‐ Onsite
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Keywords

Description

A Large Investment Bank has launched a strategic initiative to review and re-engineer its client onboarding processes. The onboarding processes drive the introduction of new revenue to the firm. The scope of the process begins with the Front Office identifying new business opportunities and also includes the supporting infrastructures' (Compliance, Credit Risk, Legal and Operations) processing of this new "client" request. In its current state, the process is de-centralized, inefficient and not optimized from an efficiency, cost and client experience perspective.

The objectives of the program are to:

  • Increase the speed of onboarding clients without compromising risk and control requirements
  • Reduce the cost of onboarding clients to the firm
  • Deliver a high quality client experience during the onboarding process

    • The scope of the project includes:

  • Re-designing firm-wide business processes that support client onboarding
  • Re-defining the organizational structures supporting client onboarding and developing a new operating model
  • Implementing the required systems and tools to support the newly defined client onboarding operating model

    • Candidates must require:

    • Minimum 10 years working experience and 5 years Process Improvement in a Business/Operations environment (non-IT)
    • Minimum 2 years Investment Banking experience with exposure to at least any one of the following functions - Legal, Credit, KYC/Compliance, Sales, Operations, Reference Data
    • Experience in re-engineering client on-boarding business process in an investment bank.
    • Lean Six Sigma Black Belt or equivalent
    Start date
    ASAP
    Duration
    6 months+
    (extension possible)
    From
    Generic Network
    Published at
    06.09.2011
    Project ID:
    231879
    Contract type
    Freelance
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