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Associate Director, Client Onboarding

London, England, UK

About Clear Street:

Clear Street is modernising the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimising risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we are building the essentials to compete in today’s fast-paced markets.

 

The Role:

As a client onboarding operations manager, you will be partnering with sales and trading, futures clearing, securities finance, trade support, client service, legal and compliance on all facets of the client onboarding requirements, you will also own any periodic refresh and client offboarding.

 

The Team:

Clear Street’s mission is to become a single-source platform that serves a variety of investor types across multiple asset classes on a global scale. The Clear Street U.K. team is bringing Clear Street’s established equities, options, and fixed-income prime brokerage business to a new market. Given that this team is relatively new, you’ll have the opportunity to shape how the onboarding, maintenance, and offboarding process works at Clear Street.

 

Responsibilities:

The responsibilities of this role are as follows:

  • You will manage the operations process for Client Onboarding activity for multiply business lines, including, FCM, Equity Finance and the prime brokerage business. 
  • You will be responsible for managing the operations processes and timelines in conjunction with accountable internal departments. 
  • You will operate within our risk framework. Leads and encourages the identification, escalation and resolution of potential risks. 
  • You will be Industry aware; remain current with the latest developments in the Treasury domain, with a focus on competitor insight for client onboarding.

 

Requirements  

  • You have at least three (3) years of experience in similar operations role and will have knowledge of Equities Prime Brokerage, Synthetic Prime Brokerage, Futures Clearing & FXPB 
  • You are proficient in ISDA, GMSLA, CSA and CSD agreements. 
  • You have experience in dealing with ETD Agreements and the corresponding Give Ups
  • You have an understanding of the regulatory requirements with respect to customer onboarding for a Futures Commissions Merchant, Equities Prime Broker and Security-Based Swap Dealer, respectively.
  • knowledge of the CCP and Exchange membership requirements would be a plus.
  • You are proficient in the requisite Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational onboarding requirements for various institutional clients including hedge funds, asset managers, proprietary trading firms and family offices.  
  • You have a proven track record of building solid, long-standing relationships with your internal partners and clients.
  • You are client focused and understand how to maintain relationships through various market cycles and product innovations.
  • You are passionate about tackling the root cause of the issues and are able to effectively articulate our mission as a new prime broker building a better client experience with a modern tech-stack.
  • You are highly collaborative and confident interacting with a variety of personality types and levels in the organization, operating autonomously when required and as a team player when working on strategic initiatives, project demands occur or workload increases.

 

We Offer:

At Clear Street, we offer competitive compensation packages, company equity, pension, gender neutral parental leave, and full medical and dental insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office a minimum of three days per week.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer

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