Director, Institutional Onboarding

Key Responsibilities

• Own the end-to-end institutional onboarding process, from initial outreach and documentation collection through account activation and first trade
• Design and implement scalable onboarding workflows that reduce time-to-live for new institutional accounts without sacrificing compliance requirements
• Serve as the primary point of contact for institutional clients during onboarding, setting clear expectations and keeping deals moving
• Coordinate with legal, compliance, and product teams to resolve blockers, negotiate documentation requirements, and ensure institutional accounts meet all necessary standards
• Build and maintain a pipeline of institutional prospects moving through onboarding, and report on status, conversion rates, and bottlenecks to leadership

Key Requirements

• 7+ years of experience in financial services, with meaningful time spent in client onboarding, institutional sales support, or operations at a bank, brokerage, exchange, or fintech
• Deep familiarity with KYC, KYB, and AML processes and the ability to navigate them without constant hand-holding from legal or compliance
• Proven track record of owning a client-facing process end-to-end, not just executing tasks within someone else's system
• Strong organizational skills with the ability to manage multiple institutional onboardings simultaneously without anything falling through the cracks
• Comfortable working in ambiguity — this role requires building structure where little exists today