Lead Onboarding Specialist - Electronic Trading Integration

6 - 10 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be joining BestEx Research as a Lead Onboarding Specialist, where you will be responsible for overseeing and managing client onboarding for the electronic trading platform. This role requires a combination of hands-on technical expertise and leadership skills to guide a team of onboarding specialists, drive process improvements, and serve as the senior escalation point for complex integrations. Your role will involve managing onboarding project timelines, overseeing client integrations, and ensuring a seamless onboarding experience for top-tier institutions. Key Responsibilities: - Lead, mentor, and develop a team of onboarding specialists and integration engineers - Define best practices, certification processes, and documentation standards for client onboarding - Serve as the senior escalation point for technical or workflow challenges during onboarding - Manage onboarding project timelines to ensure successful delivery across multiple clients simultaneously - Partner with sales, product, and technology leadership to align onboarding activities with business priorities - Oversee and personally manage complex client integrations from certification to production go-live - Guide clients through FIX connectivity setup, certification, and custom workflow implementation - Test and validate order routing, algo workflows, and post-trade allocations across asset classes - Communicate with senior client stakeholders to provide transparency and confidence throughout the onboarding process - Drive continuous improvement to reduce time-to-market for client onboarding - Establish and monitor KPIs for onboarding efficiency, client satisfaction, and go-live success rates - Collaborate with product and technology teams to provide feedback from onboarding for platform enhancements - Maintain knowledge of trading regulations, exchange rules, and evolving FIX standards to keep onboarding processes current Qualifications Required: - Bachelor's degree in Computer Science, Engineering, Finance, or related field - 6+ years of experience in trading technology onboarding, FIX connectivity, or client integration - Strong expertise in FIX protocol (4.2/4.4/5.0) and trading workflows (equities, futures, options, FX, etc.) - Proven experience managing multiple large-scale client onboarding projects - Leadership experience, either as a team lead or in a senior mentoring role - Excellent communication skills with the ability to engage both technical and business stakeholders - Strong problem-solving mindset and ability to work effectively in high-pressure trading environments,

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