IBK Client Transitions AVP

Barclays•New York, NY

1d•$70,000 - $135,000

About The Position

The IBK Onboarding Support Team AVP role sits within a newly formed Client Deal Services team, embedded with the Front Office Investment Bank business. The role supports client outreach, document collection, onboarding case coordination, and process optimization across the Corporate and Investment Bank (CIB). Product knowledge is as important as prior onboarding experience. The position supports day-to-day Wholesale Onboarding work, including KYC processing and review, reporting, trading, and issue resolution, while coordinating client and Front Office engagement to gather Customer Due Diligence information and evidence for onboarding or refreshing client KYC in line with documented policy. The role works across the bank to align and integrate onboarding processes, improve procedures and controls, manage operational risks, and support efficient client journeys from initiation through client readiness. It also contributes to projects and change initiatives, uses performance reporting to communicate findings to senior internal stakeholders, and monitors industry developments to identify best practices. The position is based in New York, NY and is regulated by FINRA.

Requirements

Experience working with CIB clients.
Good communication skills and internal and external stakeholder management skills.
Understanding of banking products and services, including Lev Fin, ECM, and DCM.
Knowledge of client onboarding and lifecycle guidance processes and experience coordinating teams across Front Office, Operations, Product, and support functions.
Experience with onboarding execution, deal coordination, and client readiness in a fast-paced, deadline-driven environment.
Ability to manage competing priorities while maintaining a strong focus on risk and structure.
Strong organizational and coordination skills, including the ability to guide multiple workstreams and deliver against critical deal and client timelines.
Experience driving continuous improvement and business change, including partnering with global teams and third-party vendors to simplify processes and embed new ways of working.
Ability to identify, assess, and mitigate potential risks.
Ability to analyze complex information, communicate effectively, and influence stakeholders.
Role-specific technical knowledge and product knowledge.

Nice To Haves

Demonstrated business acumen and strategic thinking.
Experience contributing to change and transformation projects.
Good digital and technology capabilities.
Understanding of risk and coordination.

Responsibilities

Support day-to-day Wholesale Onboarding initiatives, including KYC processing and review, quality checking, reporting, trading, and issue resolution.
Engage with clients and Front Office teams to gather Customer Due Diligence information and evidence for client onboarding or KYC refreshes in accordance with documented policy.
Coordinate client outreach, document collection, onboarding cases, deal coordination, and client readiness across CIB.
Collaborate with teams across the bank, including Front Office, Operations, Product, support functions, global teams, and third-party vendors, to align and integrate onboarding processes.
Identify process improvement opportunities and recommend changes to Wholesale Onboarding processes.
Develop and implement procedures and controls to mitigate risk and maintain operational efficiency.
Prepare reports and presentations on Wholesale Onboarding performance and communicate findings to senior internal stakeholders.
Identify industry trends and developments and apply best practices in Wholesale Onboarding.
Participate in projects and initiatives to improve onboarding efficiency and effectiveness and support business change and transformation.
Manage risk and strengthen controls in relation to work performed.
Coordinate multiple workstreams and competing priorities while meeting critical deal and client timelines.
Advise and influence decision making, contribute to policy development, and take responsibility for operational effectiveness.
Lead complex tasks or collaborative assignments, guide team members, and consult on complex or escalated issues.
Analyze information from multiple internal and external sources to solve problems and communicate complex or sensitive information to stakeholders.
Influence stakeholders to achieve outcomes and collaborate across areas to support business objectives.