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Vendor Onboarding Manager - Financial Services

Bonus and benefits

The on-boarding manager is responsible for managing the process by which clients join our suite of services covering Settlement, Processing and Data.


Strategic and Operational

  • Manage the new client on-boarding for all products, including:
  • Organizing and manage meetings to briefs clients on requirements.
  • Collaborating with all key departments including Sales, Product, Risk, Operations, IT, Legal, and Compliance, to develop project plan
  • Providing a client consultant function to manage their adoption (end to end flow) to products as needed. e.g. direct and indirect connectivity or flow, nostro connectivity etc.
  • Executing project plan coordinating with external and internal stakeholders from initiation to go-live including necessary approvals
  • Leading periodic meetings with external and internal stakeholders on milestones and status
  • Executing plan as per schedule and escalate as required
  • Coordinating static data set up and client testing and support all go-live activities
  • Develop on-boarding processes for new products
  • Develop process for new products collaborating with cross functional teams
  • Seek necessary approval for the plan
  • Refine existing on-boarding processes as necessary
  • Support Product and Sales in client sales efforts
  • Support Member volume testing, attestations and Technical Approval process as required


  • Establish good working relationships with a large variety of stakeholders externally and across the organization: Operations, Operations Strategy and Maintenance, Sales, Service Management, Problem Management, IT Engineering, IT Application Support etc.
  • Ability to lead people who do not report to you is critical


  • Client facing experience
  • Vendor on-boarding background from an Operations, or Project Management background.
  • Experience in an operations function in the Financial Services sector
  • Project experience
  • Experience in a TechOps environment is an asset
  • High level understanding of SWIFT network
  • Internal and external communication and presentation skills to wide variety of stakeholders
McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.

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