Role Overview
This senior role leads the end-to-end onboarding strategy for institutional markets clients, driving global transformation, regulatory compliance, and operational efficiency. The position requires close engagement with executive stakeholders and oversight of a high-performing international team.

Key Responsibilities

• Strategic Leadership: Define and execute a scalable onboarding strategy aligned with business growth and regulatory priorities.
• Transformation & Innovation: Lead digitization, automation, and process redesign to enhance client experience and operational effectiveness.
• Stakeholder Engagement: Serve as a trusted partner to senior leaders across Sales, Risk, and Operations; represent onboarding in senior forums and audits.
• Regulatory Oversight: Ensure compliance with global standards (KYC, CIP, FATCA, EMIR, Dodd-Frank) and internal policies.
• Operational Excellence: Oversee trading enablement, platform readiness, and onboarding KPIs; drive continuous improvement and risk mitigation.
• People Leadership: Lead and develop a global team, fostering a collaborative and inclusive culture focused on performance and growth.

Skills & Experience

• Extensive experience (12+ years) in client onboarding, capital markets, or financial operations
• Strong knowledge of regulatory frameworks and onboarding platforms
• Proven leadership in complex, cross-border environments
• Excellent communication and stakeholder management skills at the executive level
• Demonstrated success in driving digital or process transformation
• Bachelor’s degree required; advanced qualifications preferred
• Fluent in English; other languages are a plus

For more information contact cameron.howard@trevosepartners.com