Job DetailsLevel: ExperiencedJob Location: Corporate Office - New York, NY 10004Salary Range: $110,000.00 - $120,000.00 Salary/yearPosition: Project Manager (Client Onboarding) Department: Product Working hours: Monday - Friday 9:00AM - 5:00PM EST Location: New York City, hybrid The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding for GlobeTax’s largest and most complex clients. The role involves non-technical project management – coordinating client onboarding across internal and external stakeholders – to support analysis, sales, and onboarding for some of the world’s leading financial institutions. The ideal candidate combines strong analytical, organizational, and communication skills with a proactive approach to managing complexity and driving clarity across teams. This is an excellent opportunity for a motivated professional who enjoys solving problems, coordinating high-stakes projects, and continuously improving systems that support client success and business growth. The Project Manager (Client Onboarding) reports to the Director of Product. Responsibilities Project Management Provide end-to-end project management support for onboarding large and complex financial institutions. Create and maintain detailed project plans, timelines, and deliverables for all onboarding initiatives; ensure on-time execution. Schedule client calls and internal meetings, determining relevant participants, coordinating schedules, and preparing agendas. Document and distribute meeting minutes, decisions, and action items; follow up to ensure timely completion. Track project progress and prepare status updates and reports for senior management and client stakeholders. Identify project risks and proactively escalate issues or bottlenecks to ensure resolution. Support continuous improvement of onboarding processes by identifying inefficiencies and proposing scalable solutions. Digital Transformation Support Identify opportunities for automation and process improvement to enhance efficiency within onboarding and client servicing workflows. Collaborate with internal teams to implement new tools and systems that improve project tracking, business development, and client success. QualificationsRequirements Bachelor’s degree in Business, Finance, Economics, Operations Management, or a related field. 5 years of experience in project management, client onboarding, or business analysis/intelligence, ideally within financial services or a related sector. Demonstrated experience managing complex, multi-stakeholder projects from initiation through completion. Strong organizational and communication skills with the ability to coordinate across departments and manage multiple priorities. Experience with Salesforce or other CRM systems; ability to maintain data quality and generate reports. Knowledge of financial markets, investment processes, or withholding tax preferred but not required. PMP certification or formal project management training a plus. Self-starter who thrives in a fast-paced, collaborative environment and adapts easily to evolving priorities. GlobeTax is unable to provide employment sponsorship for this position at this time or in the future. ACCOMMODATIONS The role requires sitting for extended periods of time and the ability to speak and hear. Specific vision abilities include close vision for data entry. Reasonable accommodations may be made to ensure individuals with disabilities can perform essential functions. GlobeTax is an Equal Employment Opportunity Employer. *Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time; *This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned; *This job description is subject to change at any time

Learn more about this Employer on their Career Site