Prime Brokerage - Vice President - Client Onboarding Manager
New York, United States
► Senior Project Manager role, coordinating and managing the on-boarding of new business for Hedge Fund and Market Making Clients onto the Prime Brokerage Platform. In 2015, successfully on-boarded $45M in new business revenue, $9B in assets under management, and managed the year’s biggest US hedge fund launch. ► Successfully managed a BAML initiative to migrate clients off our Geneva accounting platform, which led to $3M in annual cost savings.► Over a dozen outstanding and unsolicited references in 2015 from new clients specifically writing to senior heads of the business praising my work and their experience with me.► Supervision and collaboration on work flows across 15+ departments globally including Business, Operations, Technology, Legal, Risk and Compliance.► Trusted client advisor and product specialist on global markets and BAML's current offerings across the Equity, Fixed Income, Swaps, FX, Futures and OTC platforms.► Cross-selling bank products, making firm introductions, facilitate, and lead client documentation negotiations.► Designed and owned the performance reporting of new global business across Equity Asset Management Services.► Partnered with Product Development, Sales and Technology teams to identify improvements and implement business solutions, e.g. customizable stock loan files, daily reporting, South African swap give up flows, etc.► Managed and enhanced the department’s risk application to ensure operational excellence and a seamless client on-boarding experience, leading to significant increases in client balances and revenues to date.