Customer Onboarding Manager, Prometheum
$90-140k
Market ecosystem for digital asset securities
Open for applications
Market ecosystem for digital asset securities
21-100 employees
Open for applications
$90-140k
21-100 employees
Company mission
To provide market access for investors of all types to digital asset securities through our SEC-registered broker dealers, Prometheum Capital and Prometheum ATS.
Role
Who you are
- 5+ years of experience in Business Execution, Implementation, Strategic Planning, or a related role within the financial services industry
- Experience using Agile tools such as Zendesk
- Active FINRA Securities Industry Essentials (SIE) and Series 99 licenses required
- Proven experience collaborating closely with clients to deliver efficient, frictionless onboarding experiences
- Exceptional attention to detail and strong organizational skills
- Ability to collaborate effectively with cross-functional internal teams
- Familiarity with Hubspot CRM preferred
- Strong analytical, problem-solving, and decision-making skills
- Excellent written and verbal communication skills
- Ability to perform effectively under pressure and manage multiple deadlines
- Strong understanding of financial markets and regulatory compliance requirements
What the job involves
- Own and lead the end-to-end customer onboarding experience
- Identify, assess, monitor, and mitigate risks related to client onboarding processes
- Ensure onboarding activities comply with all company policies and regulatory requirements
- Demonstrate exemplary conduct and adherence to the group’s values and Code of Conduct
- Partner with clients across the full front-to-back lifecycle, including RFP participation, onboarding execution, due diligence, documentation, and successful go-lives
- Own and drive all aspects of client onboarding and account setup
- Build and manage detailed project plans capturing all operational, technical, and regulatory aspects of onboarding
- Establish effective governance and communication channels with both internal stakeholders and clients to ensure transparency around status, milestones, risks, and blockers
- Collaborate cross-functionally with Compliance, Operations, Business Development, and other internal teams to ensure seamless execution
Our take
Digital assets are becoming a key playart of the financial market, with products like stocks and bonds now being issued and transferred on blockchain technology. As this market grows, there's a need for a new platform that blends traditional finance with digital assets, and Prometheum is stepping in to fill that gap.
Prometheum offers a secure, regulated platform for trading and storing digital asset securities. Its SEC-registered services ensure institutions can safely manage digital assets like Ethereum, while complying with federal laws, bridging the traditional finance world and the digital asset space.
The company has raised substantial funding which supports the continued expansion of its offerings, as well as the promotion of its vision to drive the adoption digital assets through regulated means. With its forward-thinking services and strong financial backing, the company is set for growth and is ready to help shape the future of digital asset markets.
Freddie
Company Specialist at Welcome to the Jungle
Insights
32% employee growth in 12 months
Company
Company benefits
- Health, dental, vision, disability, and life insurance
- 401k plan
- Competitive vacation time
- Time off for observed federal holidays
- Paid sick days
- Stock options
Company HQ
Financial District, New York, NY
Leadership
Benjamin Kaplan
(Co-Founder & Co-CEO)Previously a Partner at Gusrae Kaplan Nussbaum PLLC, a legal services provider for financial services-based clientele, and a Director at Mystro, an automation and aggregation app.
Aaron Kaplan
(Co-FOunder & Co-CEO)Previous a Partner at legal services provider Gusrae Kaplan Nussbaum PLLC. Founded and co-founded fintech startups Coincross, EquityArcade, and Deckbound.
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