Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted today

Vice President - Head of Client Onboarding / Static Data - Operations

U.S. Bank1,114 open roles

Where
Charlotte NC
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowVice President - Head of Client Onboarding / Static Data - OperationsU.S. Bank · Charlotte NC

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on U.S. Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

9.5% of postings close within 7 days. Measured by our own scanner across the market. U.S. Bank postings stay open a median of 22 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.9%3 days
  3. 9.5%7 days
  4. 15.5%14 days
  5. 33.9%30 days
This job: posted today

U.S. Bank median: 22 days open

The posting

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Inspire, excel and grow with us

The Vice President, Head of Client Onboarding & Data will establish and lead a centralized onboarding and reference-data capability for the broker-dealer. The role owns the operational onboarding lifecycle from initial business handoff through account readiness, including client/account setup, security setup, static and reference data, and data-quality governance. This leader will build a scalable operating model that supports new business growth while strengthening controls, transparency, accountability, and the client experience.

Key Responsibilities

  • Build and lead the broker-dealer Client Onboarding & Data function, including team structure, procedures, service standards, controls, metrics, and escalation protocols.
  • Own the operational onboarding lifecycle and coordinate readiness across Front Office, Operations, Legal, Compliance, Risk, Finance, Technology, and other control partners.
  • Oversee client and account setup, security setup, standing/static data, account-master and security-master activities, and associated data-quality controls.
  • Create a single, disciplined intake and tracking process for new clients, accounts, products, and business initiatives, with clear ownership, dependencies, status reporting, and escalation.
  • Partner with KYC/AML and other control functions to ensure required approvals and documentation are completed before operational activation; this role coordinates operational readiness and does not replace independent compliance ownership.
  • Establish maker/checker controls, data validation, reconciliations, exception management, and periodic certification of critical onboarding and reference data.
  • Develop service-level expectations and management reporting covering onboarding volumes, aging, cycle time, exceptions, defects, capacity, and key risk indicators.
  • Lead onboarding readiness for strategic growth initiatives, new products, new desks, and platform conversions, including requirements, testing, implementation, and post-launch stabilization.
  • Drive automation and workflow improvements across account master, security master, data warehouse, and related onboarding tools to reduce manual touchpoints and improve scalability.
  • Act as senior escalation point for complex onboarding issues and ensure root-cause remediation of recurring defects.
  • Recruit, coach, and develop a high-performing team with strong product knowledge, control discipline, and client-service orientation.

Basic Qualifications

  • Bachelor's degree or equivalent practical experience.
  • 8+ years of relevant experience in broker-dealer, capital markets, securities operations, client onboarding, reference/static data, or a closely related function.

Preferred Skills/Experience

  • Demonstrated experience leading teams and managing complex, cross-functional operational processes.
  • Strong understanding of broker-dealer operating environments, trade lifecycle dependencies, account structures, reference data, and operational controls.
  • Experience designing procedures, controls, metrics, governance, and escalation frameworks.
  • Experience building or materially transforming a client onboarding, account master, security master, or reference-data function.
  • Experience supporting institutional fixed income and/or equities businesses and new-product launches.
  • Experience with workflow, data-governance, or onboarding platforms and with UAT/conversion activity.
  • FINRA registration(s) relevant to assigned supervisory responsibilities, or ability to obtain if required by the position.
  • Strong executive communication, stakeholder management, and change-leadership skills.

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against U.S. Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on U.S. Bank's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    U.S. Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.