client onboarding manager

Talent Development Company

<p>We are actively seeking a talented and experienced Technical Client onboarding manager to oversee a wide variety of projects from conceptual design through implementation. You will have the chance to network with clients, vendors, and in-house personnel as well as form a dream team of experts for each project to maximize resources and efficiency. This position will work closely with network development, product, customer success teams to ensure successful delivery of projects. &#8203;<b>Key Responsibilities</b></p><ul><li>Manage projects with top-down oversight throughout the entire execution to ensure success as defined by adherence to standards of scope, budget, and timeline.</li><li>Work closely with clients and their tech teams to fully integrate into their marketing tech stack.</li><li>Develop comprehensive project plans that merge customer requirements with company goals and coordinate various managers and technical personnel during all project phases, from initial development through implementation.</li><li>Monitor project progress continuously and make detailed scheduled reports on measurable items, such as milestones and deliverables.</li><li>Analyze the platform usage requirements of the new customer and plan internal developments if needed</li><li>Track implementation tasks against a schedule and coordinate with internal staff to ensure goals are met on a timely basis</li><li>Maintain correct project time frames, estimates, and status reports</li><li>Communicate proactively with all involved personnel to provide encouragement, identify problems, create solutions, and implement efficiency improvements.</li><li>Review proposed modifications on project plans, including meeting with interested parties to approve and implement beneficial changes. Anticipate details of future projects by communicating directly with customers and staying informed of relevant trends and industry news.</li></ul><p>Requirements</p><ul><li>Minimum 5 years of experience in the SaaS company, including onboarding the customer for on-premise and on-cloud software installations.</li><li>Professional Project Management Certification from accredited institution preferred</li><li>Demonstrated understanding of Project Management processes, strategies, and methods</li><li>Excellent time management and organizational skills and experience establishing guidelines in these areas for others</li><li>Strong sense of personal accountability regarding decision-making and supervising department teams</li><li>Experience working in a high-level collaborative environment and promoting a teamwork mentality</li><li>Managerial experience applying analytical thinking and problem-solving skills</li><li>Ability to predict challenges and seek to proactively head-off obstacles</li><li>Conversational English is a must</li><li>Experience in implementation of marketing communication channels and data structure is a plus.</li></ul><p>Job Type: Full-time</p><p>Pay: From Rs175,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you comfortable working full time on remote basis?</li></ul><p>Work Location: Hybrid remote in Karachi</p>

Technical Client Onboarding Manager - Karachi

<div>
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   Job Purpose:
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  The Account Relationship Manager is responsible for managing the end-to-end client onboarding process, serving as the primary liaison between Singapore Gulf Bank (SGB) and its clients during account initiation and documentation stages. The incumbent ensures that all onboarding activities are executed efficiently, accurately, and in full compliance with the Bank&rsquo;s internal policies and regulatory standards, while maintaining a professional and client-focused relationship throughout the process.
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   Key Responsibilities:
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   Client Onboarding &amp; Relationship Management
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   Act as the main point of contact for clients throughout the onboarding process, ensuring clear communication and timely completion of all requirements.
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   Coordinate and manage the exchange of onboarding documentation, ensuring completeness, accuracy, and compliance with SGB&rsquo;s KYC and due diligence procedures.
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   Conduct client initiation meetings or calls to outline onboarding steps, timelines, and required documentation.
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   Maintain continuous follow-up with clients and internal teams to ensure a seamless onboarding experience within the established SLAs.
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   Uphold the Bank&rsquo;s commitment to service excellence by providing professional support and fostering long-term client relationships.
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   Documentation &amp; Data Management
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   Upload, organize, and maintain all client documentation in designated Google Drive folders, ensuring proper record-keeping, confidentiality, and version control.
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   Verify that all documentation complies with internal governance and regulatory requirements prior to account activation.
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   Support periodic reviews and audits of onboarding files to ensure data integrity and compliance.
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   Internal Workflow &amp; Coordination
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   Ensure that onboarding tasks are completed in accordance with the Bank&rsquo;s internal workflows, escalation procedures, and service timelines.
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   Liaise with cross-functional teams including Compliance, Operations, and Business Development to expedite client onboarding without compromising accuracy or control.
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   Maintain an updated onboarding tracker reflecting client status, pending actions, and completion progress in alignment with SLA requirements.
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   Reporting &amp; Continuous Improvement
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   Prepare weekly and monthly onboarding reports summarizing client progress, key challenges, and performance metrics.
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   Identify areas for process enhancement to improve operational efficiency and client satisfaction.
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   Support management initiatives aimed at strengthening SGB&rsquo;s client onboarding framework and service standards.
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   Requirements:
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   Bachelor&rsquo;s degree in Business Administration, Finance, or a related discipline.
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   Minimum 3&ndash;5 years of experience in client onboarding, relationship management, or account servicing within a banking or financial institution.
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   Strong knowledge of banking operations, KYC/AML procedures, and client documentation standards.
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   Excellent interpersonal and communication skills, with the ability to interact effectively across departments and with external clients.
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   High proficiency in English (written and verbal) and competent in using Google Workspace and workflow management tools.
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   Demonstrated ability to manage multiple onboarding cases with attention to accuracy, timeliness, and confidentiality.
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   Prior experience in digital banking, fintech, or international client servicing will be considered an advantage.
  </li>
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</div>


Account Services Manager (Onboarding)

BestEx Research

<div><h3 class="jobSectionHeader"><b>About BestEx Research</b></h3><p>
BestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic broker and in a broker-neutral Software as a Service (SaaS) model.</p><p>
Its cloud-based platform, Algo Management System (AMS), is the first end-to-end algorithmic trading solution for equities and futures that delivers an entire ecosystem around execution algorithms, including transaction cost analysis (TCA), an algorithm customization tool called Strategy Studio, a trading dashboard, and pre-trade analytics in a single platform. The platform is currently live for U.S., Europe, and Canadian equities and global futures trading.</p><p>
BestEx Research is disrupting a $100 billion industry by challenging the status quo of stale, black-box solutions from banks and offering next-generation execution algorithms that combine performance improvement with transparency and customization. BestEx Research uses leading-edge technology to support its low-latency, highly scalable research and trading systems, with its backend in C++, research libraries in C++/Python and R, and web-based technologies for delivering its front-end platforms.</p><p>
BestEx Research&rsquo;s mission is to become the leader in automation and measurement of execution across asset classes globally and significantly reduce transaction costs for our clients.</p><p>
Visit for more information about our mission, products, research, and services.</p><p></p><h3 class="jobSectionHeader"><b>
About the Role?</b></h3><p>
We are looking for an <b>Onboarding Specialist</b> to oversee and manage client onboarding for our electronic trading platform. This role combines hands-on technical expertise with leadership responsibilities guiding a team of onboarding specialists, driving process improvements, and serving as the senior escalation point for complex integrations. The ideal candidate is deeply familiar with FIX protocol, electronic trading workflows, and has the client-facing skills to manage relationships with top-tier institutions.</p><p></p><h3 class="jobSectionHeader"><b><br>
Responsibilities:</b></h3><p><b><i>
Leadership &amp; Oversight</i></b></p><ul>
<li>
Lead, mentor, and develop a team of onboarding specialists and integration engineers.</li>
<li>Define best practices, certification processes, and documentation standards for client onboarding.</li>
<li>Serve as the senior escalation point for technical or workflow challenges during onboarding.</li>
<li>Manage onboarding project timelines, ensuring delivery across multiple clients in parallel.</li>
<li>Partner with sales, product, and technology leadership to align onboarding with business priorities.</li>
<li>
</li></ul><p><b><i>Client-Facing Execution</i></b></p><ul>
<li>
Oversee and, when needed, personally manage complex client integrations from certification to production go-live.</li>
<li>Guide clients through FIX connectivity setup, certification, and custom workflow implementation.</li>
<li>Ensure order routing, algo workflows, and post-trade allocations are tested and validated across asset classes.</li>
<li>Communicate with senior client stakeholders (both technical and trading desks) to provide transparency and confidence throughout the onboarding process.</li>
</ul><p></p><p><b><i>
Process &amp; Strategy</i></b></p><br>
<ul>
<li>
Drive continuous improvement to reduce time-to-market for client onboarding.</li>
<li>Establish and monitor KPIs for onboarding efficiency, client satisfaction, and go-live success rates.</li>
<li>Collaborate with product and technology teams to provide feedback from onboarding that informs platform enhancements.</li>
<li>Maintain deep knowledge of trading regulations, exchange rules, and evolving FIX standards to keep onboarding processes current.</li></ul><p></p><h3 class="jobSectionHeader"><b><br>
Requirements</b></h3><h3 class="jobSectionHeader"><b>
You Should Have:</b></h3><ul>
<li>Bachelor&rsquo;s degree in Computer Science, Engineering, Finance, or related field.</li>
<li>6+ years of experience in trading technology onboarding, FIX connectivity, or client integration.</li>
<li>Strong expertise in <b>FIX protocol (4.2/4.4/5.0)</b> and trading workflows (equities, futures, options, FX, etc.).</li>
<li>Proven experience managing multiple large-scale client onboarding projects.</li>
<li>Leadership experience, either as a team lead or in a senior mentoring role.</li>
<li>Excellent communication skills with the ability to engage both technical and business stakeholders.</li>
<li>Strong problem-solving mindset and ability to work in high-pressure trading environments.</li>
</ul><p></p><h3 class="jobSectionHeader"><b>
What We are Looking For:</b></h3><ul>
<li>A hands-on leader who can balance management responsibilities with technical depth.</li>
<li>Someone who can elevate client experience while scaling internal onboarding processes.</li>
<li>A trusted partner to clients and internal teams, capable of driving complex integrations to completion.</li>
</ul><p></p><h3 class="jobSectionHeader"><b>
Benefits</b></h3><h3 class="jobSectionHeader"><b>
What We Offer:</b></h3><ul>
<li>Competitive compensation with leadership bonus structure.</li>
<li>Opportunity to shape and lead the onboarding function at a growing trading technology firm.</li>
<li>Exposure to leading-edge trading technology, market structure, and global clients.</li>
<li>A collaborative, fast-paced environment where your leadership drives impact.</li>
</ul><p></p><p>
#LI-SS1</p></div>

Fix Onboarding Specialist - Electronic Trading

First Abu Dhabi Bank (FA...

<div><br></div><div><span style="font-size: 11px;"><b>Key Role</b></span></div><div><span style="font-size: 11px;">Manage approval process for New to Bank Client Onboarding,</span></div><div><span style="font-size: 11px;">along with Periodic &amp; Trigger Reviews in liaison with all stakeholders.</span></div><div><span style="font-size: 11px;">Ensure all clients are onboarded within the agreed timelines.</span></div><div><span style="font-size: 11px;">Main stakeholders: Clients, Coverage Bankers (Region/Global),</span></div><div><span style="font-size: 11px;">KYC Operations Team, Compliance, Offshore Support Team.</span></div><div><span style="font-size: 11px;">Experience in risk management field and proven experience in supporting</span></div><div><span style="font-size: 11px;">the development of business activities whilst robustly applying risk management disciplines and controls.</span></div><div><span style="font-size: 11px;">Previous experience of developing relationships by communicating,</span></div><div><span style="font-size: 11px;">influencing and negotiating effectively with business heads, senior managers,</span></div><div><span style="font-size: 11px;">consultants, technical experts across departments and businesses.</span></div><div><span style="font-size: 11px;">Proven business and operational experience with sound knowledge</span></div><div><span style="font-size: 11px;">of the wide range and complex variety of Corporate &amp; Commercial clients.</span></div><div><span style="font-size: 11px;">Review account opening forms for all new business where applicable.</span></div><div><span style="font-size: 11px;">Be aware of strategic clients and their longer-term requirements</span></div><div><span style="font-size: 11px;">by engaging with Coverage Bankers during the Business Case and client selection process.</span></div><div><span style="font-size: 11px;">Ensure adherence to all internal policies/procedures</span></div><div><span style="font-size: 11px;">and external regulatory requirements at all times.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Additional Responsibilities:</b></span></div><div><span style="font-size: 11px;">Previous experience in handling post-facto transaction reviews</span></div><div><span style="font-size: 11px;">for correspondent banking clients and knowledge of key principles like Nesting &amp; Downstream activities is an advantage.</span></div><div><span style="font-size: 11px;">Perform post-facto transaction analysis for correspondent banks annually</span></div><div><span style="font-size: 11px;">and flag any Nested payments to Compliance &amp; Coverage Bankers.</span></div><div><span style="font-size: 11px;">Support AVP, Coverage Bankers, Business Compliance in conducting EDD Meetings with Correspondent Banks.</span></div><div><span style="font-size: 11px;">Perform independent analysis of high-risk factors and escalate relevant cases to Financial Crime Compliance (FCC).</span></div><div><span style="font-size: 11px;">Ensure efficiency and adherence to escalation and abandonment policy.</span></div><div><span style="font-size: 11px;">Maintain prioritization discipline in partnership with local business.</span></div><div><span style="font-size: 11px;">Communicate consistently with internal and external stakeholders</span></div><div><span style="font-size: 11px;">to ensure cases are accepted through approved channels and expectations are managed appropriately.</span></div><div><span style="font-size: 11px;">Review questionnaires such as Wolfsberg, AML &amp; Sanctions appropriately.</span></div><div><span style="font-size: 11px;">Manage approval process for CDD delivery and support various change management &amp; digital initiatives.</span></div><div><span style="font-size: 11px;">Involve in providing Corporate Advisory, drafting SOPs, Checklists, internal Memos, etc.</span></div><div><span style="font-size: 11px;">Relationship Management</span></div><div><span style="font-size: 11px;">Develop and manage relationships with CIB stakeholders across business lines and supporting functions.</span></div><div><span style="font-size: 11px;">Undertake strong support and communication with both internal &amp; external clients</span></div><div><span style="font-size: 11px;">to facilitate efficient client onboarding &amp; offboarding.</span></div><div><span style="font-size: 11px;">Deliver fair outcomes for customers and ensure conduct maintains</span><span style="font-size: 11px;">the orderly and transparent operation of financial markets.</span></div><div><span style="font-size: 11px;">Reporting</span></div><div><span style="font-size: 11px;">Ensure information for MI related to CIB Onboarding &amp; KYC</span></div><div><span style="font-size: 11px;">is prepared and presented periodically.</span></div><div><span style="font-size: 11px;">Ensure exceptions are updated in CDD Exception Tracker and tracked to resolution.</span></div><div><span style="font-size: 11px;">Circulate tracker to relevant stakeholders monthly.</span></div><div><span style="font-size: 11px;">Monitor monthly KYC KRI/KPI reports.</span></div><div><span style="font-size: 11px;">Interact with other stakeholders and help KYC teams achieve KIRs/KPIs.</span></div><div><span style="font-size: 11px;"><b><br></b></span></div><div><span style="font-size: 11px;"><b>Qualifications</b></span></div><div><span style="font-size: 11px;">Minimum Qualification:</span></div><div><span style="font-size: 11px;">Bachelor’s degree or higher in Management, Banking, or Finance.</span></div><div><span style="font-size: 11px;">Certification in Compliance, KYC/AML/CFT, Financial Crime, or Risk Management (advantageous).</span></div><div><br></div><div><span style="font-size: 11px;"><b>Minimum Experience:</b></span></div><div><span style="font-size: 11px;">Minimum 5 years of experience in a reputable international bank.</span></div><div><span style="font-size: 11px;">Minimum 5 years in Onboarding, KYC, or Compliance functions.</span></div><div><span style="font-size: 11px;">Relevant experience (AML/KYC/Compliance) with understanding of Corporate KYC requirements.</span></div><div><span style="font-size: 11px;">Familiarity with AML/KYC regulations and industry guidelines,</span></div><div><span style="font-size: 11px;">client structures and hierarchies, knowledge of Funds, Brokers, Loan Agencies &amp; Correspondent Banks.</span></div><div><span style="font-size: 11px;">Experienced with operating in a global regulatory environment.</span></div><div><span style="font-size: 11px;">Strong Microsoft applications knowledge.</span></div><div><span style="font-size: 11px;">Proactive and business-oriented with proven ability to prioritize,</span></div><div><span style="font-size: 11px;">manage conflicting demands, and assess effectively.</span></div><div><br></div>

Manager KYC Review & Approval - PCG

TD Bank

<div><p><b>Work Location </b>:
</p>London, United Kingdom
<p></p><p><b>Hours:
</b></p>35
<p></p><p><b>Line of Business:
</b></p>TD Securities
<p></p><p><b>Pay Details:
</b></p><p>We&rsquo;re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
</p><p></p><p><b>Job Description:
</b></p><p>Global Operations and Business Services employees are unique individuals whose varied talents and experiences bring value to the way they deliver for the franchise. Whether you are analytical or creative, business savvy or a people person, Global Operations and Business Services provides an ideal opportunity to succeed.
</p><p>The Global Operations and Business Services team is a diverse and dynamic group of people delivering continued business success through leadership, collaboration, innovation and visionary thinking. We provide critical infrastructure services that support and/or control the trading, investment and corporate banking functions of TD Securities.
</p><p></p><p>Within our core values, we foster a culture of diversity, inclusion and community support/giving.
</p><p></p><p><b>Team Overview:
</b></p><p>Global Business Services &amp; Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales &amp; Trading to provide banking, securities, and asset management services to clients globally. Global Business Services &amp; Operations recruits highly motivated individuals who can help the Dealer and our clients facilitate business. Professionals in Global Business Services &amp; Operations come from a variety of academic and professional backgrounds.
</p><p></p><p>The successful candidate will be part of the Client Management team within Global Business Services &amp; Operations. The team's primary responsibility is relationship management, coordination and management of onboarding of clients for TD Securities, globally. Client Management is also responsible for assisting with large client relationships initiatives that impact the dealer. The Client Management team is committed to ensuring services provided across the Bank and to its clients are delivered in a professional manner, that risk is minimised, and the client has a positive experience. The candidate is expected to think creatively, improve the daily process, and take responsibility and ownership for this to happen..
</p><p></p><p>Job Description/Accountabilities:
</p><ul><li>Has a solid understanding of the client onboarding requirements including the new global regulatory framework, credit, legal and AML/KYC, FATCA, CRS, MiFID and understands the role of various stakeholders involved
</li><li>Working with sales and trading to grow long term relationships with buy side clients as they organically grow with TD
</li><li>Proactively working with buy side clients to assess needs and priorities daily
</li><li>Assist the desk and stakeholders in managing priorities
</li><li>Expediting the ability to trade whilst ensuring all required stakeholders are engaged and risks minimized.
</li><li>Participate in new client and product strategies for the Dealer globally, offering value-added ideas and strategies
</li><li>Work with the Front Office and internal stakeholders daily to understand the client needs and track and prioritize high value relationships
</li><li>Working with stakeholders to understand regulatory and documentation requirements for large global institutional clients
</li><li>Building and maintaining strong relationships with internal stakeholders
</li><li>Maintain client status updates current in the database to track and monitor workflow
</li><li>Escalate and manage client issues proactively and in a timely manner
</li></ul><p></p><p>Job Requirements
</p><ul><li>Undergraduate degree/ college diploma
</li><li>Up to 6 years' experience of working experience in either buy side firms or Capital Markets industry
</li><li>Understanding of Financial Markets and trading products
</li><li>Proven ability to maintain and manage large client relationships
</li><li>Demonstrates time management skills and commitment to delivering results within aggressive timelines and ability to support global desks
</li><li>Ability to analyze, organize and prioritize work while meeting multiple deadlines
</li><li>Excellent communication and presentation skills to share recommendations with colleagues
</li><li>High degree of intellectual curiosity, passion, and self-motivation
</li><li>Ability to work independently and within a team environment experience
</li><li>Ability to work within a diverse, global workforce that is client service oriented
</li><li>Ability to understand and find appropriate applications for data and analysis results
</li><li>Meticulous attention to detail and due diligence
</li><li>Sound understanding of risk processes and methodologies
</li><li>Demonstrates a high aptitude in time management
</li><li>Design, creativity, and problem-solving skills
</li><li>Fast learner who is dedicated to continuously improving their skills and expertise.
</li><li>Strong OUTLOOK/EXCEL/POWERPOINT skills
</li></ul><p></p><p><b>Who We Are
</b></p><p>TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.<br>
</p><p><br>
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you&rsquo;ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we&rsquo;re here to support you towards your goals. As an organization, we keep growing &ndash; and so will you.
</p><p></p><p><b>Our Total Rewards Package
</b><br>
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.
</p><p></p><p><b>Additional Information:
</b><br>
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
<br>
<br>
<b>Colleague Development
</b><br>
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD &ndash; and we&rsquo;re committed to helping you identify opportunities that support your goals.<br>
<br>
</p><p><b>Training &amp; Onboarding
</b><br>
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.<br>
<br>
</p><p><b>Interview Process
</b><br>
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
</p><p></p><p><b>Accommodation
</b></p><p>If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.</p></div>

TDS Operations Analyst II

Behomes

<p><i>We&rsquo;re looking for a proactive, tech-minded Project Manager who can bridge communication between our IT team, designers, and clients &mdash; and ensure CRM implementations are delivered on time and with excellence.</i></p><p><b>What You&rsquo;ll Do</b></p><p>- Manage 15&ndash;20 CRM implementation projects for real estate agencies and developers</p><p>- Communicate with clients in English, gather detailed information about their business processes</p><p>- Coordinate CRM setup: track progress, control timelines, and ensure quality delivery</p><p>- Host online calls and training sessions to onboard clients to the system</p><p>- Work with WhatsApp chats, calendars, and Google Meet</p><p>- Drive each project to completion within 5 business days</p><p><b>What We Expect</b></p><p>- 1+ year of experience as a Project Manager or Implementation Specialist</p><p>- Ability to independently lead clients from briefing to launch</p><p>- Strong communication, time management, and follow-up skills</p><p>- Confident use of Notion, Miro, and Google Workspace</p><p>- Fluent English &mdash; able to clearly communicate with clients</p><p>- A technical mindset and attention to detail &mdash; you enjoy understanding how things work under the hood</p><p><b>What We Offer</b></p><p>- Remote work (time zone: GMT+4)</p><p>- A fast career path &mdash; from Project Manager to Head of Onboarding</p><p>Job Type: Full-time</p><p>Pay: From E&pound;250.00 per month</p><p>Language:</p><ul><li>english (from B2 level) (Preferred)</li></ul>

Project Manager

Mashreq Corporate & Inve...

<p>The purpose of this role is to lead the complex Client Implementation function within Global Transaction Banking (GTB) Channels and work closely with large corporate clients to implement complex deals and mandates. This role is pivotal in delivering seamless client onboarding on corporate Channels Host to Host, APIs, SWIFT, NEO CORP (Web &amp; Mobile), and activation of large client mandates across Cash Management and Trade Finance, with a strong focus on deal implementation, handholding &amp; training clients and fast-tracking revenue enablement.</p>
<p>This is a client facing role, with team management responsibilities to fast track complex deal enablement and execute client mandates with the help of Implementation Managers, hence needs to be based in the UAE. The incumbent will work closely with large corporate clients based in the UAE and other GCC markets, collaborate with GTB Sales, Coverage/Relationship Managers, Channels, Product, Technology, and Operations to ensure timely and high-quality delivery of client solutions, accelerating revenue realization and enhancing client satisfaction.</p>
<p>This role is central to support business growth by accelerating implementations of client mandates across the UAE and GCC, ensuring timely execution, client satisfaction, operational excellence, and fast-track revenue growth through our corporate digital channels.</p>
<p><strong>Client connectivity and Mandate delivery</strong></p>
<ul>
<li>Lead the end-to-end implementation of large and complex mandates involving Host-to-Host (H2H), SWIFT, APIs, and online banking platforms (Web &amp; mobile)</li>
<li>Collaborate closely with GTB Sales and Coverage (RM) teams to understand the connectivity requirements, support them in client conversations, RFPs and pre-implementation engagements</li>
<li>Manage multi-country rollouts and cross-border implementations, ensuring compliance with local and international standards.</li>
<li>Ensure seamless delivery of end-to-end digital ecosystem solutions for large corporate clients, and drive client onboarding and adoption of digital solutions</li>
<li>Institutionalize feedback loops and post-implementation reviews to refine processes, improve delivery velocity, and embed learnings into future rollouts.</li>
</ul>
<p><strong>Client Engagement</strong></p>
<ul>
<li>Work closely with clients in the UAE and GCC region to understand their requirements, engage client s Treasury/Finance and Technical project teams to create and mutually agree a deal implementation plan</li>
<li>Act as the primary point of contact for clients during the implementation phase, ensuring clear communication, proactive issue resolution, and alignment with client expectations.</li>
<li>Conduct solution workshops and readiness assessments with client stakeholders at their premises, guide and lead the integration of our Product and Services through GTB Channels.</li>
</ul>
<p><strong>Revenue Acceleration</strong></p>
<ul>
<li>Fast-track enablement of client solutions to ensure early revenue capture and reduced time-to-market.</li>
<li>Monitor implementation KPIs and SLAs, ensuring timely delivery and client activation.</li>
</ul>
<p><strong>Team Leadership</strong></p>
<ul>
<li>Manage and mentor a team of Implementation Managers based in the UAE, fostering a high-performance culture focused on client success.</li>
<li>Allocate resources effectively across projects and ensure continuous skill development within the team.</li>
</ul>
<p><strong>Partnership and Stakeholder Management</strong></p>
<ul>
<li>Partner with Coverage and GTB Sales teams in Cash Management and Trade Finance to understand client requirements and tailor implementation plans.</li>
<li>Collaborate with Product, Channels, Technology and Operations to ensure readiness of systems, integration capabilities, and support structures in place.</li>
</ul>
<p><strong>Solution Enablement</strong></p>
<ul>
<li>Ensure clients are equipped with the most appropriate digital channel solutions based on their business needs and technical environments.</li>
<li>Oversee implementation related penny testing, certification, and go-live processes to establish client connectivity</li>
</ul>
<p><strong>Monitor Execution Through KPIs and Steering Governance</strong></p>
<ul>
<li>Implement dashboards and reporting mechanisms to track progress, risks, and benefits realization.</li>
</ul>
<p><strong>Project Management and Governance</strong></p>
<ul>
<li>Establish Robust Implementation Governance Framework - Design and enforce a structured governance model for implementation processes, ensuring alignment with enterprise delivery standards, risk controls, and client SLAs. This includes defining stage gates, escalation protocols, and audit trails across all phases of implementation.</li>
<li>Drive End-to-End Project Management Excellence - Lead cross-functional project execution using proven methodologies (e.g., Agile, PMP, Prince2), ensuring timely delivery of channel products and digital solutions. Monitor scope, timelines, dependencies, and resource allocation while proactively managing risks and stakeholder expectations.</li>
</ul>

Head of Implementation.GTB-Management

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