VP, Head of Client Management & Business Execution – Americas

Cantor Fitzgerald•Jacksonville, FL

12d

About The Position

We are seeking a dynamic and proactive leader to join Cantor Fitzgerald Securities as the Head of Client Management & Business Execution for the Americas region. This role is pivotal in ensuring a seamless and compliant client onboarding process while driving operational excellence and strategic alignment with global business objectives. The ideal candidate will possess a unique blend of leadership, operational expertise, and a deep understanding of financial regulations and data governance.

Requirements

Minimum 10 years of experience in client onboarding, operations management, or client data management in financial services or a regulated institution.
Strong knowledge of U.S. financial regulations, including AML, KYC, OFAC, and BSA frameworks.
Proven ability to lead high-performing teams and manage large-scale operational initiatives.
Excellent written and verbal communication skills for senior executive interactions.
Proficiency in data analysis tools (SQL, Excel, Power BI) and client onboarding platforms.
Strategic thinker with a track record of driving automation, efficiency, and risk mitigation.
Deep expertise in data governance, financial regulations, and cross-functional collaboration.
Ability to foster a culture of accountability, collaboration, and continuous learning.
Experience in developing structured team goals and talent development plans.
Strong analytical, organizational, and problem-solving skills with attention to detail.

Responsibilities

Lead and manage client onboarding and account setup for the Americas, ensuring adherence to policies and regulations.
Drive continuous improvement initiatives to enhance efficiency and scalability in client management operations.
Implement automation and best practices to minimize errors and turnaround times.
Establish and monitor KPIs and SLAs for operational excellence and accountability.
Maintain robust risk management frameworks across all client management processes.
Oversee CDD and KYC processes in line with U.S. and international regulations.
Partner with Compliance to interpret and implement regulatory changes effectively.
Support the development and enforcement of compliance procedures and internal controls.
Recruit, train, and lead a high-performing team of client onboarding professionals.
Present impactful updates to senior executives and represent the region in global forums.