Client Lead – Onboarding

Job Title: Client Lead - Onboarding

Location: Boston, MA

Duration: Contract - 6 months

Pay Range: $54/hr- $56/hr (W2)

Job ID: 373167

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Client Lead - Third-Party Onboarding (RIO Programme) to join our dynamic team in Boston. The ideal candidate will have strong experience in custody operations, SWIFT/SFTP connectivity, and end-to-end third-party onboarding and a proven ability to lead client-facing change delivery across trade lifecycle, cash, and corporate actions to the IMOS strategic platform.

Responsibilities:

• Serve as the day-to-day client and third-party point of contact for onboarding custodians, transfer agents, fund accountants, brokers, counterparties, and collateral managers.
• Define scope, sequencing, timelines, and acceptance criteria to reach IMOS target state models.
• Drive intake, due diligence, connectivity setup, messaging certification, testing, go-live readiness, cutover, and stabilization with clear backout plans and evidence capture.
• Partner with Product, Operations, Reference Data, Testing, and Technology to define executable onboarding plans and ensure downstream readiness across trade lifecycle, cash, and corporate actions.
• Lead design and certification of SWIFT and SFTP connectivity, address non-standard and bespoke formats, and manage UAT planning, execution, and defect triage with defined entry and exit criteria.
• Maintain dashboards and metrics, report risks, issues, and decisions in daily programme updates, and enhance processes and controls throughout migration.
• Lead and coach an India-based pod with SLAs and quality standards to foster a high-performing, learning-focused culture.

Required Skills & Qualifications:

• Deep knowledge of trade lifecycle, cash management, and corporate actions across products.
• Proven custody domain experience including processes, controls, and service models.
• Subject matter expertise in third-party SWIFT messaging and SFTP connectivity problem solving.
• Proficiency with Monday.com for workflow and portfolio management; advanced Excel and PowerPoint for MI and executive reporting.
• Demonstrated client-facing leadership with strong communication and relationship building skills.
• Ability to manage conflicting priorities and operate across time zones.
• Experience in change delivery environments with evidence of end-to-end execution.
• Education: Degree preferred; or 10+ years of equivalent on-the-job experience.

Preferred Skills:

• Custody environment background with familiarity in common data formats used in custody and fund operations.
• SWIFT messaging knowledge across onboarding and certification.
• Understanding of the trade life cycle across asset classes.
• Alteryx or Tableau experience for onboarding dashboards and metrics.

Impact and Success Measures:

• Right-first-time connectivity and messaging certification with reduced go-live issues and stable post-migration operations supported by evidence and controls.
• Clear, data-driven reporting that surfaces risks and decisions promptly and shows progress against plans and SLAs with positive client and third-party feedback.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.