Client Onboarding Business Manager

Job Reference #

335364

City

New York

Job Type

Full Time

You will be managing business within IB Onboarding for your product line – Cash & Synthetic Equities Prime Brokerage, FX PB, ETD & OTC Clearing for Global Markets, Investment Bank.

Your role is to own onboarding across the value chain for your product, face off to the business and clients, introduce the value chain, and successfully manage the pipeline across the firm. You will serve as the “Voice of the Client” acting as a senior point of contact throughout the process to ensure a best in class onboarding experience by utilizing our experience, process, and technology.

We’re looking for Client Onboarding Business Manager for Cash & Synthetic Equities Prime Brokerage, FX PB, ETD & OTC Clearing

• You are client focused.
• You easily build relationships and can influence the outcome.
• You demonstrate commercial mindset on daily basis.
• You are results driven, take ownership and accountability.
• You are problem solver, understand the risk and can mitigate it.
• You enjoy data driven analysis, challenging process, and continuous improvement.
• You like to work across teams and locations

Detailed salary information:

New York: the salary range for this role is $140000 to $180000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

We are open to applications from career returners. Find out more about our program on

You’ll be working in the global team – Client Onboarding Business Management which consists of senior individuals across the globe managing client onboarding for Global Market, IB for their specific product line against business priorities. You will face of to the business and clients to understand the ask and clients’ goals. You will act in project management role across value chain to ensure smooth execution as per clients’ goal and unblock any client dependencies- increase throughput and reduce turnaround times.

Your team will be part of wider IB Onboarding organization focusing on bringing together unique skillset to drive powerful capabilities for our clients.

• Experienced leader who consistently demonstrates ability to work across the organization to achieve objectives. Ideally 10+ years of experience of working in the Prime onboarding space in a management capacity.
• Excellent Prime Brokerage and Derivative Clearing product and process knowledge is strongly preferred.
• Strong organizational skills, with the ability to manage multiple client deliverables while balancing internal and external stakeholder demand.
• Proven record of developing client relationships i.e. understanding and anticipating clients’ needs, working with clients through operational challenges, and serving as the voice of the client for product development.
• Broad understanding of technology and vendors used in the space to maximize straight through processing.
• Excellent presentation, analytical and communication skillset.
• Strong client management experience and proven client service competencies.
• Ability to identify, promote and maximize the client’s overall relationship with the firm, including cross- selling.
• A passion for delivering results for clients and working in a team setting.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit

US Only:
The expected salary range for this role is $140000 to $180000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see “Your role” section for…