Director, Markets Client Onboarding Investors

Standard Chartered•New York, NY

40d•Hybrid

About The Position

We are seeking a highly experienced and dynamic individual to lead the Markets, Client Onboarding team located in Europe and Americas. This role is within the Markets, Client and Sales Solutions Group and will lead the onboarding process and service delivery across all client segments for UK, Europe and United States. Whilst service delivery will be across all client segments, specialised focus will be on the Investors Segment Based in either London or New York, this director-level role is critical in ensuring seamless client onboarding, with a strong focus on product enablement, operational excellence, and enhancing the client journey. The successful candidate will help define and lead the transformation strategy to streamline onboarding processes and accelerate access to market products and services for clients.

Requirements

Markets Product Knowledge
Organisational Skills
Client Communication Skills
Regulatory Knowledge
Client Onboarding Experience

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.

Benefits

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.

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