Standard Chartered · 1 month ago
Director, Markets Client Onboarding Investors
New York, United States
Full-time
Hybrid
Lead/Staff
$122K/yr - $183K/yrStandard Chartered is an international bank committed to making a positive difference for clients and communities. The role involves leading the Markets Client Onboarding team, ensuring seamless onboarding processes and enhancing the client journey across various client segments, with a specialized focus on the Investors Segment.
BankingFinanceFinancial Services
Responsibilities
Fostering and maintaining dialogue across the SCB global on-boarding network to develop and enhance global client relationships and responding to client needs
Develop and implement a forward-looking transformation strategy for Markets client onboarding, focusing on scalability, efficiency, and enhanced client experience
Identify key opportunities for process redesign, automation, and digitalization to improve operational outcomes
Partner with Markets sales, CIB relationship managers, legal, compliance, risk, and operations teams to align on onboarding requirements and client needs
Develop and nurture strong client relationships to ensure a positive onboarding experience and seamless product delivery
Act as a trusted advisor to clients, addressing concerns and supporting their access to market opportunities
Lead and oversee the end-to-end onboarding process for Markets clients across US and UK markets, ensuring timely and high-quality delivery
Act as the primary point of contact for new clients during the onboarding phase, addressing inquiries and resolving challenges
Serve as a subject matter expert on onboarding processes, product capabilities and client expectations
Accountable for coordination across the different teams that are involved in the onboarding process (Relationship Managers, Client Managers, KYC, Credit, Tax, Legal, FM Contracts, Data Teams and Channels activation) ensuring adherence to agreed SLAs
Initiates client onboarding requests and performs client outreach, document collection, guidance, and advocacy for the client from point of onboarding, introduction to OCRM warm transfer to service
Ensure all onboarding activities adhere to local and international regulatory standards, including AML/KYC, FATCA, CRS, and other applicable frameworks
Qualification
Required
Highly experienced and dynamic individual to lead the Markets, Client Onboarding team located in Europe and Americas
Experience in leading the onboarding process and service delivery across all client segments for UK, Europe and United States
Specialised focus on the Investors Segment
Ability to ensure seamless client onboarding with a strong focus on product enablement, operational excellence, and enhancing the client journey
Experience in defining and leading transformation strategy to streamline onboarding processes
Ability to accelerate access to market products and services for clients
Experience in fostering and maintaining dialogue across the SCB global onboarding network
Ability to develop and enhance global client relationships and respond to client needs
Experience in developing and implementing a forward-looking transformation strategy for Markets client onboarding
Focus on scalability, efficiency, and enhanced client experience
Ability to identify key opportunities for process redesign, automation, and digitalization to improve operational outcomes
Experience in partnering with Markets sales, CIB relationship managers, legal, compliance, risk, and operations teams
Ability to align on onboarding requirements and client needs
Experience in developing and nurturing strong client relationships
Ability to ensure a positive onboarding experience and seamless product delivery
Experience acting as a trusted advisor to clients
Ability to address concerns and support client access to market opportunities
Experience leading and overseeing the end-to-end onboarding process for Markets clients across US and UK markets
Ability to ensure timely and high-quality delivery
Experience acting as the primary point of contact for new clients during the onboarding phase
Ability to address inquiries and resolve challenges
Experience serving as a subject matter expert on onboarding processes, product capabilities and client expectations
Accountability for coordination across different teams involved in the onboarding process
Experience ensuring adherence to agreed SLAs
Ability to initiate client onboarding requests and perform client outreach
Experience in document collection, guidance, and advocacy for the client from point of onboarding
Ability to ensure all onboarding activities adhere to local and international regulatory standards, including AML/KYC, FATCA, CRS, and other applicable frameworks
Markets Product Knowledge
Organisational Skills
Client Communication Skills
Regulatory Knowledge
Client Onboarding Experience
Benefits
Best in class 401k plan with up to 8% employer match
Robust medical plan coverage with employer funded Health Savings Accounts
Inclusive family building benefits
Flexible/hybrid working arrangements for many of our positions subject to role specific considerations
Core bank funding for retirement savings
Medical and life insurance, with flexible and voluntary benefits available in some locations
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
Flexible working options based around home and office locations, with flexible working patterns
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential
Company
Standard Chartered
We are a leading international banking group, with a presence in 54 of the world’s most dynamic markets.
Founded in 1853
10001+ employees
H1B Sponsorship
Standard Chartered 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 (39)
2024 (34)
2023 (25)
2022 (29)
2021 (28)
2020 (46)
Funding
Current Stage
Public CompanyTotal Funding
$1.23B2026-01-08Post Ipo Debt· $1.17B
2023-07-14Acquired
2018-10-01Post Ipo Debt· $43.5M
Leadership Team
Dalu Ajene
Chief Executive Officer
Jean Lu
CEO China and Executive Vice Chair of the China Board
Recent News
Korea Herald
2026-01-19
Company data provided by crunchbase