Barclays · 2 hours ago
Onboarding Manager
Whippany, NJ
Full-time
Onsite
Mid, Senior Level
$64K/yr - $87K/yrBarclays is a leading financial services provider, and they are seeking an Onboarding Manager to shape the client experience from day one. In this role, you will drive and execute a high-touch onboarding strategy for Financial Sponsors clients, ensuring rapid and compliant account opening while collaborating with internal teams to enhance operational processes.
BankingConsumerFinancial ServicesWholesale
Responsibilities
Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution
Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy
Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes
Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes
Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in Wholesale Onboarding
Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness
Qualification
Required
Experience in client service, onboarding, or client lifecycle oversight within financial services
Considerable knowledge of sponsor structures, intermediary control, and regulatory frameworks (BSA, Patriot Act, FinCEN CDD)
Experience directing high‑volume onboarding and supporting cross‑functional teams
Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms
Preferred
Customer Service
Microsoft Applications
Good Communications Skills
Benefits
Medical, dental and vision coverage
401(k)
Life insurance
Other paid leave for qualifying circumstances
Incentive award
Company
Barclays
Barclays is a transatlantic consumer and wholesale bank with global reach, offering products, and services.
Founded in 1690
10001+ employees
H1B Sponsorship
Barclays has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (474)
2024 (610)
2023 (639)
2022 (720)
2021 (571)
2020 (448)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-09IPO
Leadership Team
Geoffrey Belsher
Chief Executive Officer for Canada
David Morris
Head of Engineering, Colleague Platforms
Recent News
2025-12-30
Private Banker International
2025-12-29
Company data provided by crunchbase