Project Manager (Client Onboarding)

GLOBE TAX SERVICES INCORPORATED • New York, NY

5d • $110,000 - $120,000 • Hybrid

About The Position

The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding for GlobeTax’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 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.

Requirements

• 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.
• Experience with Salesforce or other CRM systems; ability to maintain data quality and generate reports.
• Self-starter who thrives in a fast-paced, collaborative environment and adapts easily to evolving priorities.

Nice To Haves

• Knowledge of financial markets, investment processes, or withholding tax preferred but not required.
• PMP certification or formal project management training a plus.

Responsibilities

• 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 escalate issues or bottlenecks to ensure resolution.
• Support continuous improvement of onboarding processes by identifying inefficiencies and proposing scalable solutions.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level