ChicagoFull TimeOperations
Remotely
fintechonboardingderivativesinstitutional clientsfcmnfa series 3
Job Description
📋 Description
- Own end-to-end B2B client onboarding from engagement to go-live.
- Be the primary ops contact for institutional clients (brokers, FCMs, IBs).
- Coordinate contracts, onboarding, credentialing with legal, compliance, product, tech.
- Identify onboarding bottlenecks and drive solutions to implementation.
- Develop playbooks, SLAs, escalation paths, and readiness materials.
- Track onboarding KPIs and report risks to leadership.
🎯 Requirements
- Valid NFA Series 3 license or ability to obtain within 90 days.
- 5+ years in business ops, onboarding, or strategic ops in fintech/regulated markets.
- Experience with complex, multi-stakeholder institutional rollouts.
- Direct exposure to institutional clients required.
- Knowledge of CFTC-regulated entities and derivatives markets a plus.
- Fintech/digital assets experience preferred.
🎁 Benefits
- Competitive salary and hybrid work setup.
- 401(k) with employer match; generous leave.
- Health, dental, vision, life/disability insurance.
- Supportive, growth-focused work culture.