CrawlJobs Logo

Manager, Client Onboarding Unit

ogier.com Logo

Ogier

Location Icon

Location:
Jersey

Category Icon
Category:
Legal

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

The Manager of the European Onboarding Team is responsible for overseeing a team of client onboarding and AML specialists based in Europe (the majority are primarily in Jersey), with responsibility for broader European operations. The role is pivotal in setting strategic direction, driving ongoing process improvement, demonstrating exemplary team leadership, and serving as a key participant in both internal and cross-jurisdictional projects. The Manager will ensure Ogier’s onboarding processes are aligned with regulatory obligations, commercial objectives, and the firm’s 2030 Vision, promoting service excellence through innovative and risk-based approaches.

Job Responsibility:

  • Lead, mentor, and develop a dynamic team of onboarding and AML specialists, fostering a culture of collaboration, accountability, and continuous growth
  • Set and communicate the strategic direction and priorities for the team, ensuring alignment with organisational goals and regulatory requirements
  • Drive process improvement initiatives for onboarding workflows, leveraging creativity and challenging conventional approaches to enhance efficiency, client service, and risk management
  • Be a key stakeholder in process transformation and client journey optimisation projects, representing the team and contributing ideas to streamline operations and deliver effective solutions
  • Cultivate strong relationships with internal and external stakeholders, including Legal, Compliance, Finance, and other Operational units, to facilitate seamless onboarding experiences across jurisdictions
  • Act as point of escalation for complex onboarding matters, providing expert resolution and guidance on risk, compliance, and operational challenges
  • Oversee the ongoing monitoring and quality control of individual and team outputs, ensuring compliance with policies, regulatory standards, and service level agreements
  • Lead the team in embedding Ogier’s 2030 Vision, encouraging innovation, adaptability, and continuous professional development
  • Analyse key performance indicators, prepare reports, and present findings to senior management, supporting fact-based decision making and behavioural change
  • Continuously assess and enhance control frameworks, identifying and mitigating hidden risks or non-conformities, and sharing best practices across Ogier’s offices
  • Champion new technologies and platforms to further automate, simplify, and future-proof onboarding and regulatory processes
  • Periodically review and update onboarding procedures, maintaining robust compliance while seeking creative and pragmatic solutions to emerging challenges

Requirements:

  • A Minimum of 6-8 years' experience at management level in the legal, compliance or regulatory sector with an exemplary record of performance
  • An ICA, CAMS, AML or equivalent professional qualification
  • Proven track record of leading and motivating large, global teams
  • Excellent communication skills
  • Proven operational and process improvement experience
  • Knowledge and experience commensurate with this role and having dealt with regulatory environments both onshore and offshore
  • Relevant experience in the AML/CDD on-boarding sector and client service delivery
  • Practical and commercial approach to problem solving
  • Experience of influencing behaviours at all levels of the organisation
  • Proven track record of delivering enhancements to process efficiency
  • Ability to produce and present effective presentations and training sessions

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Ogier - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Manager, Client Onboarding Unit

Client Services Manager

Our client is a successful boutique asset manager. They are hiring a French spea...
Location
Location
France , Paris
Salary
Salary:
Not provided
stephenbellassociates.com Logo
Stephen Bell Associates
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluent French and English
  • Proven experience in institutional or wholesale asset management client services
  • Good understanding of the European asset management industry
  • Interest in financial markets
  • Strong communication and relationship building skills
  • Ability to prioritise and meet multiple deadlines in an entrepreneurial environment
Job Responsibility
Job Responsibility
  • Act as the primary point of contact for institutional and wholesale clients in France and several other European markets
  • Support the completion of RFPs, RFIs, manager and operational DDQs and ad-hoc requests from prospective and existing clients
  • Attend client review meetings and send follow-up reports
  • Deliver client onboarding, including financial analysis and coordination with transfer agents
  • Handle clients enquiries regarding fund features, portfolio management and market data
  • Manage client queries and process their portfolio requests to agreed service levels
  • Undertake monthly reporting for existing clients
  • Work with sales, fund operations and finance to resolve client services issues
  • Produce distribution agreements, platforms registrations and KYC in collaboration with compliance
  • Undertake CRM monitoring and reporting
  • Fulltime
Read More
Arrow Right

Sanctions Director - Head of Banking Client Risk Management & Advisory

The Head of Client Risk Management & Advisory in Banking Sanctions is a senior I...
Location
Location
United States , Washington, DC
Salary
Salary:
170000.00 - 300000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10 years+ experience in the Financial Services Industry and/or government
  • Graduate degree, BS or concentration in Business Administration, Legal and/or Finance
  • Sanctions SME with proven track record in managing sanctions programs in complex organizations
  • Leadership skills including ability to work effectively and drive results with a virtual global team
  • Experience managing diverse teams, and comfort navigating complex, matrixed organizations
  • Knowledge of the U.S. and/or European Union/UK regulatory environment
  • Highly motivated, strong attention to detail, team oriented, organized
  • Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
  • Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques, structure potential solutions, and drive to resolution with senior stakeholders
  • Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses
Job Responsibility
Job Responsibility
  • Building awareness of client sanctions risks through a strong working relationship with key regional and global stakeholders, including management of multiple Line of Business, Functions, and Internal Audit
  • Interacting effectively with regulators, in coordinating with the Citi’s regulatory team
  • Understanding industry trends, emerging issues, and regulatory expectations, developing practical solutions to complex problems
  • Providing monitoring and oversight of Banking controls and execution around clients, ensuring identification, escalation, and remediation of control gaps in a timely way
  • Monitoring Banking’s compliance with requirements set forth by the US Department of the Treasury's Office of Foreign Assets Control (OFAC) and United Kingdom’s Office of Financial Sanctions Implementation (OFSI) or other EU country equivalents, issuing Monitoring Reports where appropriate
  • Monitoring ICRM Banking Sanctions adherence to relevant policies and procedures related to execution of processes designed to implement the global sanctions program
  • Partnering with stakeholders in implementing Sanctions-related regulatory change
  • Managing a dedicated team for the sanctions’ compliance review of clients and client activity as well as escalations of risks identified in KYC onboarding and renewal questionnaires
  • Managing the monitoring and specialized review of sanctions risks associated with specific clients, sectors, or geographies to advise the business on appropriate sanctions risk management measures
  • Managing a process for the review of sanctions-related enhanced due diligence as part of client onboarding, renewal, or episodic reviews
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right

Direct Solutions Consultant

Solutions Consultants/Architects are responsible for designing and implementing ...
Location
Location
United States , Salt Lake City
Salary
Salary:
74000.00 - 98000.00 USD / Year
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Professional experience in Project management, Financial Services, or Consulting is preferred
  • Prior client-facing experience is a plus
  • Candidates must have superior communication, organizational, and time-management skills
  • An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
  • Process-oriented with an eye toward continuous improvement
  • The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
  • Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
  • Passion for technology and finance
  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
Job Responsibility
Job Responsibility
  • Demonstrate technical and industry expertise to onboard users and client data onto Addepar
  • Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
  • Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
  • Ensure retention of clients driven by high client satisfaction and reference-ability
  • Lead scope change to deliver high-value client outcomes aligned with client expectations
  • 100% compliance with gold standard responsibilities and documentation
  • Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Proactively communicate project health and status to internal and external senior leadership
  • Think critically about how to improve our current processes and tools both internally and externally as our client base expands
What we offer
What we offer
  • bonus
  • equity
  • benefits
  • reasonable accommodation for individuals with disabilities
  • Fulltime
Read More
Arrow Right
New

Client Onboarding Manager Bilingual Spanish and English

The Client Onboarding Group Manager is accountable for management of complex/cri...
Location
Location
United States , Tampa
Salary
Salary:
119680.00 - 179520.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
February 12, 2026
Flip Icon
Requirements
Requirements
  • Exceptional track record in people leadership
  • Strong senior stakeholder management experience
  • Experience in Reference Data Management
  • Familiarity with external products and services that add value to client and operation reference data management
  • Sound knowledge of Transactional Life Cycles, Reference Data Management and Settlement process of Securities
  • Proactive and able to work on own initiative
  • Flexibility
  • Good communication skills with the ability to be assertive
  • Organized with an excellent attention to detail
  • Ability to focus on high quality work while under pressure
Job Responsibility
Job Responsibility
  • Manages teams with respect to on-time and proper execution of tasks, internal trainings, control and reporting to Senior Management
  • Executes on all people leadership functions, managing absence and holiday leave, remuneration etc
  • Drives continuous improvement and project implementation for the team and whole unit
  • Ensures cohesion between different internal functions and teams
  • Drives the ongoing development, growth and stability of the organization
  • Provides oversight of all processes, procedures and control functions of activities as well as taking care of on-going acquaintance of staff with new procedures, rules and regulations , external rules or with changes occurring in binding internal regulations, procedures, bank regulations and external rules binding staff in managed organizational structures
  • Ensures effective operational risk management, compliance of processes with regulations - ensuring system monitoring risk including quality assurance matrices and entitlement reviews
  • Identifying risks within the managed processes and undertaking initiatives associated with prevention
  • Ensures management of tools in accordance with binding regulations
  • Ensures proper functioning of system for monitoring quality indicators, ensuring that corrective undertakings are implemented on time and in proper manner
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards
  • Fulltime
!
Read More
Arrow Right

Senior Business Analyst

The Senior Business Analyst is a senior-level position responsible for liaising ...
Location
Location
Canada , Mississauga
Salary
Salary:
94300.00 - 141500.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of relevant experience
  • Experience in data analysis with intermediate/advanced Microsoft Office Suite skills
  • Proven interpersonal, data analysis, diplomatic, management and prioritization skills
  • Consistently demonstrate clear and concise written and verbal communication
  • Proven experience in IT Business Analysis, preferably within the financial services industry
  • Demonstrable experience with migration work involving complex IT systems
  • Strong collaboration skills with the ability to effectively engage and influence senior stakeholders
  • In-depth knowledge and hands-on experience with Fenergo
  • Extensive experience with Know Your Customer (KYC) processes and regulatory requirements
  • Experience in significantly enhancing KYC frameworks
Job Responsibility
Job Responsibility
  • Stakeholder Collaboration: Collaborate extensively with senior stakeholders across various business units to gather requirements, define project scope, and ensure alignment with strategic objectives
  • KYC: Lead and support the KYC processes and systems across Citi, ensuring compliance with regulatory requirements and enhancing operational efficiency
  • Fenergo Expertise: Leverage hands-on experience with Fenergo to optimize client lifecycle management processes, particularly in relation to onboarding and KYC
  • Onboarding Process Enhancement: Analyze and improve client onboarding experiences and processes, identifying opportunities for automation and streamlining
  • Data Migration & Analysis: Plan, execute, and oversee complex data migration initiatives, ensuring data integrity and successful transfer
  • Database Management: Work with various database technologies, including SQL and Mongo, to understand data structures, query data, and support system integration
  • Generative AI Integration: Explore and identify opportunities for integrating Gen AI solutions to enhance business processes, improve decision-making, and create innovative products
  • Requirements Management: Elicit, analyze, document, and manage detailed business requirements, translating them into functional and technical specifications for development teams
  • Solution Design & Testing: Participate in the design of IT solutions, provide input on technical feasibility, and support testing efforts to ensure solutions meet business needs
  • Project Support: Provide ongoing support throughout the project lifecycle, from initiation to implementation and post-launch review
What we offer
What we offer
  • Well-being support
  • Growth opportunities
  • Work-life balance support
  • Fulltime
Read More
Arrow Right

Adm Solutions Consultant

An ADM Solutions Consultant is responsible for facilitating the onboarding and i...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
  • Solution-oriented approach and a passion for problem solving
  • Experience with project management
  • Experience working with alternative investment data
  • Strong work ethic, proactive and a high contributing teammate
  • Independent, adaptable and can thrive in a fast-paced environment
  • Excellent communication, organizational, and time-management skills
  • Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment
  • Visa sponsorship is not available for this role
Job Responsibility
Job Responsibility
  • Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
  • Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
  • Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
  • Connect with clients in a proactive, consultative and professional manner
  • Facilitate the onboarding and implementation process for Addepar ADM (Alternatives Data Management)
  • Work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution
  • Lead ADM projects through client management, project management, solution design (where applicable)
  • Ensure the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps
Read More
Arrow Right

Senior Client Advisor

If you are a Dream-maker, this is the place for you. Together, we’ll create the ...
Location
Location
United States of America , Plano
Salary
Salary:
Not provided
kering.com Logo
Groupe Kering
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Sales management experience in retail, luxury retail, or service-related industry preferred
  • Bachelor’s Degree in a related field is preferred
  • Proven ability to drive positive customer experiences that build loyalty and deliver measurable results
  • Ability to manage competing priorities in a fast-paced environment
  • Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook
  • Industry awareness and strong business acumen
  • Strong verbal and written communication skills and excellent organizational skills
  • Passion for the Fashion Industry
  • Flexibility to work a retail schedule which will include evenings, weekends, and holidays
  • Qualified candidates must have the proper work authorization to work in the United States
Job Responsibility
Job Responsibility
  • Assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations
  • Provide supervision and guidance to Client Advisors on the selling floor to deliver the highest performance through a customer centric attitude, driving sales as a client advisor leader
  • Partner with the Team Manager to support real time coaching and feedback to achieve business and product category goals
  • Assist in the development and growth within your team
  • Ensure a consistent and branded onboarding experience for Client Advisors and facilitate training in collaboration with store management, ensuring brand initiatives are clearly understood
  • Act as a role model by providing an exceptional client service experience by greeting, listening, and assisting clients to exceed their shopping needs
  • Demonstrates an excellent knowledge of the products as well as Gucci history and heritage
  • Attract new clients by being a Brand Ambassador through networking within the community
  • Drive and exceed individual KPI goals, by ensuring the highest level of customer service and quality of sales
  • Floor leadership duties
What we offer
What we offer
  • A culture of inclusivity and accessibility
  • reasonable accommodation for application and/or interview process
  • Fulltime
Read More
Arrow Right

Senior Client Advisor

If you are a Dream-maker, this is the place for you. Together, we’ll create the ...
Location
Location
United States of America , Cincinnati
Salary
Salary:
Not provided
kering.com Logo
Groupe Kering
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Sales management experience in retail, luxury retail, or service-related industry preferred
  • Bachelor’s Degree in a related field is preferred
  • Proven ability to drive positive customer experiences that build loyalty and deliver measurable results
  • Ability to manage competing priorities in a fast-paced environment
  • Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook
  • Industry awareness and strong business acumen
  • Strong verbal and written communication skills and excellent organizational skills
  • Passion for the Fashion Industry
  • Flexibility to work a retail schedule which will include evenings, weekends, and holidays
  • Qualified candidates must have the proper work authorization to work in the United States
Job Responsibility
Job Responsibility
  • Assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations
  • Provide supervision and guidance to Client Advisors on the selling floor to deliver the highest performance through a customer centric attitude, driving sales as a client advisor leader
  • Partner with the Team Manager to support real time coaching and feedback to achieve business and product category goals
  • Assist in the development and growth within your team
  • Ensure a consistent and branded onboarding experience for Client Advisors and facilitate training in collaboration with store management, ensuring brand initiatives are clearly understood
  • Act as a role model by providing an exceptional client service experience by greeting, listening, and assisting clients to exceed their shopping needs
  • Demonstrates an excellent knowledge of the products as well as Gucci history and heritage
  • Attract new clients by being a Brand Ambassador through networking within the community
  • Drive and exceed individual KPI goals, by ensuring the highest level of customer service and quality of sales
  • Floor leadership duties
What we offer
What we offer
  • Medical
  • Dental
  • Vision
  • Paid Time Off (PTO)
  • 401K
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy