CB IB Operations and Controls – Workflow Solutions Client Transition Management Specialist – AVP
Core
Managing end-to-end onboarding and implementation for high-profile clients in FX and Workflow Solutions, coordinating across Sales, Product, Legal, Compliance, and Operations to ensure readiness to trade.
Role type
Senior IC Client Transition Management Specialist (Investment Banking)
Builds
Operational onboarding pipelines for new and existing clients across multiple products and jurisdictions
Domain
Investment Banking / Financial Markets (FX)
Required skills
FX product experience, stakeholder management, onboarding process knowledge, project management, requirement capture, commercial awareness, negotiation, client expectation management, independent project management, AI tool leverage
Preferred skills
None explicitly stated
Technologies
Microsoft Office suite
Responsibilities
End-to-end transition responsibility from mandate definition through go-live and handover; Primary point of contact for clients and internal stakeholders; Coverage of high-profile client portfolio; Coordination across Legal, Credit, Compliance, Technology, and Operations teams; Management of implementation timelines, dependencies, and risks; Identification of process improvement opportunities
Seniority
Senior, hands-on IC
