About the role
We’re seeking a future team member for the role of Senior Vice President – Client Onboarding & Implementation (Digital Assets) to join our Digital Assets team. This role is located in New York, NY
Role Overview
We are seeking a senior, execution-oriented leader to own and transform the end-to-end client onboarding and implementation lifecycle for institutional digital asset custody and tokenization services across the U.S. and Europe. This role is critical to accelerating revenue realization, improving client experience, and introducing discipline, transparency, and accountability across a complex, multi-party onboarding process involving internal and external stakeholders. The successful candidate will stabilize current live client implementations, reduce cycle times, and design a scalable onboarding operating model, with the opportunity to build and lead a small, high-impact team.
In this role, you’ll make an impact in the following ways:
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End-to-End Client Onboarding Ownership
- Act as the single accountable owner for onboarding and implementation across all active clients
- Drive execution across:
- Client engagement & onboarding planning
- Contractual/commercial readiness alignment
- KYC / due diligence coordination
- Account setup and custody configuration
- Technical integration (APIs, wallets, entitlements)
- Proactively manage interdependencies across internal teams (Operations, Compliance, Technology, Legal, Risk)
-
Client Experience & Delivery Excellence
- Serve as the primary point of orchestration for clients during onboarding
- Establish clear onboarding plans, timelines, and milestones
- Improve a currently fragmented, reactive experience into a structured, transparent journey
- Implement:
- Standard onboarding playbooks
- Client communication cadence and reporting
- Executive-level status visibility
-
Cycle Time Reduction & Revenue Acceleration
- Diagnose and eliminate bottlenecks across onboarding lifecycle
- Introduce tracking, SLAs, and performance management across internal contributors
- Reduce reliance on escalation and “chasing” via:
- Structured workflows
- Defined ownership and accountability
- Optimize for time-to-live and time-to-revenue
-
Process Re-Engineering & Operating Model Build-Out
- Design and implement a scalable onboarding operating model:
- Standardized processes, templates, and governance
- Clear handoffs between Sales, Product, Compliance, and Operations
- Introduce end-to-end tracking (pipeline → onboarding → go-live)
- Build management reporting:
- Cycle time metrics
- Drop-off / delay drivers
- Capacity planning
- Design and implement a scalable onboarding operating model:
-
Team Leadership & Capability Build
- Initially operate as an individual contributor leader (player-coach)
- Over time, hire and develop a small team (2–3 FTE)
- Define role segmentation (e.g., implementation managers vs. onboarding coordinators)
- Establish a culture of:
- Ownership and accountability
- Client-centric delivery
- Structured execution
-
Cross-Regional Coordination (US & Europe)
- Manage onboarding across multiple jurisdictions
- Navigate differing regulatory requirements (e.g., MiCA, local KYC standards)
- Ensure regional alignment while maintaining global process consistency
To be successful in this role, we’re seeking the following:
- 10–12+ years in financial services, with strong preference for:
- Custody / asset servicing
- Digital assets / fintech / capital markets infrastructure
- Proven track record in:
- Client onboarding / implementation leadership
- Complex, cross-functional program delivery
- Experience operating in highly regulated environments (KYC, AML, onboarding governance)
- Demonstrated success in:
- Fixing broken or inefficient onboarding processes
- Reducing cycle times and improving client satisfaction
- Experience working across multiple geographies (US + Europe preferred)
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