Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree, 3+ years related experience, proven project management skills, Microsoft Office proficiency, strong writing/copyediting/proofreading, client service and technical implementation skills.
GlobeTax: Provides global withholding tax recovery and reclamation services.
5+ YOEBachelor's degree in a related field, 5+ years project management/client onboarding experience (financial services preferred), Salesforce/CRM experience, strong organizational and communication skills; PMP a plus.
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.
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).
Dealer eProcess: Provides digital marketing and website solutions for automotive dealerships.
Coordinate client onboarding meetings and schedules, gather setup information, liaise with internal teams, perform quality checks, and use Microsoft Word/Excel/PowerPoint. Strong organization, attention to detail, and ability to manage multiple projects required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Hachette Book Group: Publishes and distributes trade books, ebooks, and audiobooks globally.
5+ YOE5+ years project management, onboarding, cross-functional coordination; PMP/CAPM preferred; Bachelor's in Business, Project Management, or related field.
Bridgepointe Technologies: Vendor-agnostic IT strategy and technology procurement services.
5+ YOE5+ years TEM onboarding experience required; advanced Excel and Smartsheet proficiency; strong client-facing communication, organization, problem-solving, and ability to manage multiple concurrent projects and stakeholders.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Smartsheet
RYNO Strategic Solutions: Digital marketing agency specializing in home service business growth.
2+ YOE2+ years in project/account/client success roles, knowledge of Google Ads/Local Services Ads/Meta Ads, experience with Wrike and Salesforce, strong communication and organizational skills.
Google Ads, Local Services Ads, Meta Ads, Wrike, Salesforce, Google Ads Manager, Meta Business Manager
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
5+ YOEBachelor's in business or equivalent experience, 5+ years in financial services with client management/installations, in-depth retirement plan regulation knowledge, strong communication, project management, and ability to learn multiple systems.
Evosus: Cloud-based business management software for retail and service companies.
2+ YOE2+ years client-facing experience in software/SaaS preferred; strong project management, training, communication skills; proficiency in Microsoft Excel and Google Workspace; ability to manage multiple implementations and travel occasionally.
DISA Global Solutions: Provides workplace safety, compliance, and employee screening services.
2+ YOEBachelor's degree (or equivalent), 2+ years onboarding/implementation or related client-facing experience, strong communication, organization, problem-solving, and proficiency with Microsoft Office and onboarding/CRM tools.
Manager, US Client Onboarding, L&G – Asset Management, America
Chicago, Illinois, United States
$120k-$140k/yrHybridFull Time
Legal & GeneralLondon Stock Exchange: LGEN: Provides global life insurance, pensions, and investment management services.
10+ YOE10+ years' experience in onboarding, implementation, or client service operations within asset management; supervisory experience; strong knowledge of investment products and onboarding processes; excellent organizational and communication skills.
Codex: A building infrastructure for stablecoin-based cross-border payments to move money faster, cheaper, and more transparently than legacy systems.
5+ YOE5–10 years onboarding/KYB/operations experience at a fintech/PSP/neobank/payments firm; deep KYB and corporate entity knowledge; experience with automation and working with engineering; strong written communication.
Luxury Presence: AI growth platform for real estate agents and brokerages.
3+ YOE1+ Mgmt3+ years in client-facing operations/onboarding or implementation, 1+ year managing a team in metrics-driven environment; experience with KPIs, CRM and project management tools; strong coaching and data skills.
spreadsheets, BI tools, CRM, project management tools