Project Manager; Client Onboarding

Job Details

Level
:
Experienced

Job Location
:
Corporate Office - New York, NY 10004

Salary Range
: $ - $ Salary/year

Position
:
Project Manager (Client Onboarding)

Department
:
Product

Working hours
:
Monday - Friday 9:00AM - 5:00PM EST

Location
:
New York City, hybrid

The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding for Globe Tax’s largest and most complex clients. The role involves non-technical project management – coordinating client onboarding across internal and external stakeholders – to support analysis, sales, and onboarding for some of the world’s leading financial institutions.

The role also includes analytical and process improvement responsibilities, including assessing large institutional investor data to quantify and communicate the value of Globe Tax’s services. Technology‑minded candidates will have opportunities to design dashboards and tools that help the firm operate smarter, faster, and more efficiently.

The ideal candidate combines strong analytical, organizational, and communication skills with a proactive approach to managing complexity and driving clarity across teams. This is an excellent opportunity for a motivated professional who enjoys solving problems, coordinating high‑stakes projects, and continuously improving systems that support client success and business growth. The Project Manager (Client Onboarding) reports to the Director of Product.

• 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 elevate 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 Globe Tax’s proprietary tools to assess client opportunities and quantify value.
• Develop case studies, reports, and client materials that communicate the financial impact of Globe Tax’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.

• 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.
• Knowledge of financial markets, investment processes, or withholding tax preferred but not required.
• PMP certification or formal project management training a plus.
• Self‑starter who thrives in a fast‑paced, collaborative environment and adapts easily to evolving priorities.