107 onboarding project manager jobs at 85 companies in Berkeley Heights, NJ
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Onboarding Project Manager, AVP
Sandy or Purchase or Alpharetta
$100k-$140k/yrOnsiteFull Time
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
2+ YOE2+ years in stock plan benefits/financial services, client engagement with Fortune 500, project management skills, bachelor’s preferred, PMP and Certified Equity Professional preferred, ability to travel up to 10%.
Shareworks, Equity Edge Online, Salesforce, Jira, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
Shareworks by Morgan Stanley: Equity compensation platform serving private and public companies with stock-plan administration, reporting, and compliance tools.
2+ YOE2+ years experience in stock plan benefits or financial services; strong client engagement and project management skills; PMP or working toward; Certified Equity Professional preferred; bachelor’s degree preferred; ability to travel up to 10%.
Shareworks, Equity Edge Online, Salesforce, Jira, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
3+ YOEBachelor's degree or equivalent, 3+ years client-facing experience (SaaS onboarding, customer success, consulting, PM), strong stakeholder management, project delivery, communication, and US work authorization.
National Risk Solutions: Private financial-services compliance software, consulting, and education provider serving investment advisers and other financial firms.
5+ YOE2+ MgmtRequires 5+ years of B2B SaaS onboarding or implementation experience, including 2–3 years managing people or leading teams, plus complex implementation, SOW, stakeholder, communication, and prioritization skills.
Wealth.com: Private U.S. fintech providing AI-powered estate and tax planning software for financial advisors and their clients.
5+ YOE5+ years in enterprise onboarding/implementation or customer success in wealth management/fintech/financial services SaaS; experience building onboarding programs, managing teams, and working with RIAs/BDs/private wealth firms.
CloudMargin: Private fintech providing cloud-native collateral-management SaaS to banks, asset managers, funds, insurers, and other financial institutions.
8+ YOE8+ years collateral/margin call management experience, project management, strong client relationship and communication skills, advanced Excel and data manipulation, domain knowledge in capital markets.
Smartly: AI advertising platform helping brands and agencies create, optimize, and scale cross-channel campaigns.
3+ YOE3-5 years digital experience with paid social and programmatic exposure; bachelor's degree or equivalent; strong communication, project management, and platform skills; Google Sheets and Google Slides proficiency.
Smartly.io, Google Sheets, Google Slides, Meta, Google
Luma Financial Technologies: Private fintech software provider helping financial professionals research, transact, and manage structured products, annuities, and life insurance.
5+ YOE5+ years annuity or life insurance experience, strong client-facing and project management skills, SaaS/implementation experience preferred, familiarity with CRM and project tools, occasional travel.
Nory: N AI restaurant operating system for multi-site operators, automating forecasting, scheduling, inventory, payroll, and BI.
2+ YOERequires 2–4 years in SaaS onboarding, implementation, or customer success; strong project management, communication, customer adoption, process improvement, and startup adaptability skills.
Anrok: The global sales tax solution built for modern commerce.
2+ YOE2+ years in customer success, account management, or project coordination, preferably in technology. Requires project management, process design, relationship-building, communication, organization, and problem-solving skills.
Cross River Bank: Private New Jersey-chartered bank providing embedded payments, cards, lending, crypto, and banking infrastructure to fintechs and businesses.
3+ YOE3+ years in client implementation/onboarding or fintech delivery; knowledge of financial data structures, APIs and SFTP; proven multi-client project management and strong stakeholder communication.
ProgynyNasdaq Global Select Market: PGNY: Public fertility and family-building benefits serving employers and their employees with women's health support.
6+ YOE6+ years implementation experience in benefits/healthcare, bachelor's required; PMP or master's preferred. Strong project, client, and communication skills; must be authorized to work in the US (no visa sponsorship).
United States or Canada or India or Luxembourg or United Kingdom or San Francisco or New York City or Mumbai or Bangalore
$108k-$135k/yrRemoteFull Time
Juniper Square: Private-markets fund operations partner providing connected software, data, and fund administration services to investment managers.
5+ YOE5+ years working with complex financial data, proven project delivery, Excel/Google Sheets expertise, experience designing AI workflows, strong communication and problem-solving skills, bachelor\u0002s or equivalent.
Microsoft Excel, Google Sheets, SQL, Python, R, JunieAI
Justworks: Private HR technology providing payroll, benefits, HR, compliance, and global hiring services for small businesses.
2+ YOERequires 2–5 years in customer onboarding, implementation, or customer success, plus project and stakeholder management, clear communication, attention to detail, and cross-functional experience.
Hypercore: Private fintech providing AI-powered loan management and administration software for private credit funds and commercial lenders.
3+ YOE3-6 years in commercial loan operations or LMS implementation; experience managing full loan lifecycle; proficiency with enterprise LMS; private credit background; strong data and stakeholder skills.
Enterprise LMS (Sentry PM, ACBS, LoanIQ, Wall Street Office, nCino), Data analysis tools
2+ YOE2+ years in implementation/onboarding/payroll operations; strong client-facing, detail-oriented; experience with payroll systems and cross-functional collaboration.
Charter Technology Solutions: Managed IT and cybersecurity provider serving K-12 schools, nonprofits, and businesses.
6+ YOERequires 8+ years in IT services or MSP and 6+ years managing IT projects or programs, with construction, onboarding, or Microsoft cloud experience. Knowledge of networking, VoIP, MDM, servers, Active Directory, and cloud solutions required.
LAN/WAN, VoIP, MDM, Microsoft Server, Active Directory, Mac, PC, ConnectWise, Microsoft cloud
Lightyear: Private B2B SaaS provider of telecom procurement, network inventory, and bill-payment software for enterprises.
1+ YOE1+ years startup/ops/consulting experience; strong project management, process improvement, customer-facing skills; comfortable with large data sets in Excel; experience managing small offshore teams.