Manager overseeing client onboarding processes at Netwealth. Requires expertise in financial services and AML/KYC knowledge in a hybrid role.
VM
Hybrid Associate – Client Onboarding, Trading Enablement
Posted yesterday
About the role
- Associate managing client onboarding and trading enablement processes within the capital markets ecosystem at Validus. Ensuring effective and efficient onboarding, KYC/AML, and data management.
Responsibilities
- Own and drive the end-to-end onboarding workflow for clients and trading counterparties.
- Coordinate across KYC/AML, tax, credit, legal, operations and counterparties, maintaining momentum and accountability.
- Manage onboarding timelines, SLAs and readiness milestones, with a focus on accelerating time-to-trade.
- Serve as a senior point of coordination and escalation during onboarding.
- Act as the primary interface with internal and external KYC/AML teams.
- Translate regulatory and documentation requirements into practical trading enablement outcomes.
- Identify bottlenecks early and actively manage remediation to avoid trading delays.
- Own client static and reference data across all trading, risk and operational systems.
- Ensure data quality directly supports STP, controls and downstream processing.
- Confirm alignment between documentation, credit approvals and system configuration.
- Implement and maintain pre-trade controls that prevent operational and regulatory issues before execution.
- Partner with trading and post-trade teams to improve STP rates and operational resilience.
Requirements
- Demonstrated experience in client onboarding or static/reference data within capital markets.
- Strong working knowledge of KYC/AML processes and regulatory expectations.
- Understanding of how onboarding and data quality impact trading, settlement and reporting.
- Strong ownership mindset with excellent organisational skills.
- Analytical, detail-oriented and control-focused.
- Clear, confident communicator under pressure.
- Pragmatic, solution-oriented and commercially aware.
- Undergraduate or postgraduate degree in Finance, Economics, Law or a related discipline.
- Professional qualifications such as CFA, FRM or CAIA would be a desirable asset
Benefits
- Validus assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualised basis, including as to experience and market location, and is only part of the Validus total compensation package, which, depending on the position, may also include, generous bonus, and Company-sponsored benefit programs.
- Performance bonus linked to agreed success criteria - paid semi annually
- 20 days’ holiday (increasing to 25 with tenure) plus bank holidays
- Private health insurance (including dental, optical and mental health)
- Travel insurance
- Learning & development allowance and support for professional qualifications
- No AI is used to screen, assess or select applicants
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Onboarding Specialist leading Prophix’s revenue onboarding program with training sessions for new hires. Working hybrid with focus on both virtual and in - person training.
Client Onboarding Executive at Sleek ensuring a smooth onboarding experience for Singapore clients. Responsible for regulatory compliance, client journey, and operational excellence in onboarding.
Customer Onboarding Specialist managing seamless IT transitions and ensuring customer success. Requires strong technical skills and project management abilities in United Kingdom with occasional office visits.
Onboarding Consultant managing customer onboarding process for data management services in environmental compliance. Collaborating with clients and Account Managers to ensure seamless onboarding experience.
Customer Onboarding & Account Specialist onboarding and supporting bakeries with DecoPac’s Technology Solutions. Building strong relationships to ensure customer satisfaction and success.
Onboarding Specialist coordinating partner onboarding processes at growing Payment Service Provider in Latvia. Ensuring smooth activation, compliance, and organized documentation in FinTech environment.
Customer Onboarding Manager ensuring customer success and adoption of SmartVault software from day one. Collaborating across teams for exceptional service and onboarding experience.
Customer Onboarding Manager responsible for guiding transport companies through the onboarding journey of Qargo, ensuring smooth transitions and user adoption. Position based in Belgium with travel required.
Onboarding Specialist managing onboarding activities and client due diligence at Coface. Ensuring compliance with AML/KYC regulations in a fast - paced financial environment.