GlobeTax · 3 weeks ago
Project Manager (Client Onboarding)
New York, NY
Full-time
Hybrid
Senior Level
$100K/yr - $105K/yr
5+ years expGlobeTax is a company specializing in financial services, and they are seeking a Project Manager (Client Onboarding) to support sales and onboarding for their largest clients. The role involves coordinating complex projects, analyzing data to communicate value, and improving onboarding processes to enhance client success.
Finance
Responsibilities
Provide end-to-end project management support for onboarding large and complex financial institutions
Create and maintain detailed project plans, timelines, and deliverables for all onboarding initiatives; ensure on-time execution
Schedule client calls and internal meetings, determining relevant participants, coordinating schedules, and preparing agendas
Document and distribute meeting minutes, decisions, and action items; follow up to ensure timely completion
Track project progress and prepare status updates and reports for senior management and client stakeholders
Identify project risks and proactively escalate issues or bottlenecks to ensure resolution
Support continuous improvement of onboarding processes by identifying inefficiencies and proposing scalable solutions
Analyze investment holdings and related data using GlobeTax’s proprietary tools to assess client opportunities and quantify value
Develop case studies, reports, and client materials that communicate the financial impact of GlobeTax’s services
Perform ad hoc analyses to support business development and strategic planning
Identify opportunities for automation and process improvement to enhance efficiency within onboarding and client servicing workflows
Collaborate with internal teams to implement new tools and systems that improve project tracking, business development, and client success
Qualification
Required
Bachelor's degree in Business, Finance, Economics, Operations Management, or a related field
5 years of experience in project management, client onboarding, or business analysis/intelligence, ideally within financial services or a related sector
Demonstrated experience managing complex, multi-stakeholder projects from initiation through completion
Strong organizational and communication skills with the ability to coordinate across departments and manage multiple priorities
Advanced proficiency in Excel (VLOOKUPs, pivot tables, automation, etc.); familiarity with Power BI or similar visualization tools is a plus
Experience with Salesforce or other CRM systems; ability to maintain data quality and generate reports
Self-starter who thrives in a fast-paced, collaborative environment and adapts easily to evolving priorities
Preferred
Knowledge of financial markets, investment processes, or withholding tax preferred but not required
PMP certification or formal project management training a plus
Company
GlobeTax
GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns.
51-200 employees
H1B Sponsorship
GlobeTax 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)
2024 (2)
2023 (6)
2022 (3)
2021 (5)
2020 (6)
Funding
Current Stage
Growth StageLeadership Team
Len Lipton
Managing Director
Company data provided by crunchbase