FIA Tech · 3 weeks ago
Manager, Client Onboarding (Hybrid) (Project/Program)
NYC Metro Area
Full-time
Hybrid
Mid Level
$110K/yr - $125K/yrFIA Tech is the leading technology provider to the exchange traded derivatives industry, committed to launching innovative solutions. They are seeking a Manager for Client Onboarding to manage the onboarding processes, collaborate with various teams, and enhance client experience across their products.
Financial ServicesLegalProfessional Services
Hiring Manager
Barbara Marcus
Responsibilities
Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients
Collaborate with sales, account management, and technical teams to gather necessary information for onboarding
Conduct demos and product overviews to introduce clients to products, services, and support channels
Customize onboarding plans based on client needs and ensure timely execution of each step
Propose and develop new ideas and innovative strategies for achieving goals and solving challenges
Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly
Provide training sessions to clients on platform usage, features, and best practices
Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures
Maintain accurate and up-to-date client records and documentation
Create and maintain comprehensive project plans and product enhancement documentation
Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience
Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process
Serve as the key liaison between client and internal FIA Tech stakeholders
Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions
Achieving excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our industry
Qualification
Required
Bachelor's degree in finance, Economics, Business or related field
Proven experience in onboarding, process implementation or project management roles
Strong communication and interpersonal skills
Strong analytical and problem-solving skills
Ability to work collaboratively in a fast-paced, dynamic environment
Detail-oriented with excellent organizational and time-management abilities
Excellent problem-solving and analytical skills, with a focus on data-driven decision-making
Customer-centric mindset with a commitment to delivering exceptional service
A willingness to adapt to evolving processes and technologies
Preferred
Knowledge of or exposure to derivatives markets
Knowledge of SQL and visualization tools
Benefits
Company-paid medical, dental, and vision benefits
A 9% company contribution into your 401k
Rich parental leave benefits
Having the period from Christmas Eve to New Year’s Day off every year
Company
FIA Tech
FIA Tech provides financial, legal agreements, and brokerage services.
Founded in 2008
51-200 employees
H1B Sponsorship
FIA Tech has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)
2021 (1)
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$69.4MKey Investors
HSBC Ventures
2025-04-01Series Unknown
2023-06-13Series A· $25.4M
2021-06-16Series A· $44M
Leadership Team
N
Nick Solinger
President & CEO
Recent News
FinanceFeeds
2025-11-13
Research and Markets
2025-05-05
FinanceFeeds
2025-02-14
Company data provided by crunchbase