99 onboarding project manager jobs at 79 companies in Jericho, NY
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Onboarding Project Manager, AVP
Sandy or Purchase or Alpharetta
$100k-$140k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Wealth.com: Digital estate planning platform for wealth management professionals.
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: Automated cloud-based collateral and margin management software platform.
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: Automates social media advertising and creative production for brands.
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: SaaS platform for financial advisors to manage alternative investments
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: AI-native software for managing restaurant operations and profitability
2+ YOERequires 2–4 years in SaaS onboarding, implementation, or customer success; strong project management, communication, customer adoption, process improvement, and startup adaptability skills.
Cross River: Provides technology infrastructure and embedded financial solutions to fintechs.
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: PGNY: Provides fertility and family building benefit solutions for employers.
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: Provides software and services for private market investment management.
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: HR, payroll, and benefits platform 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: Provides AI-powered loan management software for private credit funds.
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
Niural: AI-powered platform for global payroll, benefits, and HR management.
2+ YOE2+ years in implementation/onboarding/payroll operations; strong client-facing, detail-oriented; experience with payroll systems and cross-functional collaboration.
Lightyear: Software platform for enterprise telecom procurement and management.
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.
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
3+ YOEBachelor's degree and 3+ years of relevant experience in client onboarding, marketing, or project management. Requires advanced Excel and PowerPoint, communication, organization, financial reporting, and private investment knowledge.
Microsoft Excel, Microsoft PowerPoint, Monday.com, Addepar
Balyasny Asset Management: Global multi-strategy investment firm managing diverse financial assets.
2+ YOE2+ years experience in financial services, strong communication, organization, Excel/BI skills, ownership mindset, process documentation, and ability to coordinate cross-functional stakeholders; New York–based in-office.
Amplify: Provides digital curriculum and assessment programs for K-12 education.
2+ YOE2+ years in customer service or technical onboarding, proficiency in data management, Google Workspace (Sheets & Docs), strong organizational and project management skills, ability to prioritize deadlines, and strong attention to detail.
Google Workspace, Google Sheets, Google Docs, Amplify Classroom