Lead Onboarding Specialist - Electronic Trading Integration

6 - 10 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: BestEx Research is seeking a Lead Onboarding Specialist to manage client onboarding for their electronic trading platform. This role involves a combination of technical expertise, leadership responsibilities, and client relationship management. The ideal candidate should be well-versed in FIX protocol, electronic trading workflows, and possess strong client-facing skills to handle 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 challenges during onboarding - Manage project timelines for onboarding across multiple clients simultaneously - Collaborate with sales, product, and technology teams to align onboarding with business priorities - Oversee complex client integrations from certification to production go-live - Guide clients through FIX connectivity setup, certification, and custom workflow implementation - Ensure thorough testing and validation of order routing, algo workflows, and post-trade allocations across asset classes - 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 - Maintain knowledge of trading regulations, exchange rules, and evolving FIX standards to enhance onboarding processes 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 to engage both technical and business stakeholders - Strong problem-solving ability to work in high-pressure trading environments,

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