Client Onboarding Project Manager

Flyer Financial Technologies (FlyerFT) is a New York-based trading technology company that has powered wealth management and institutional trading since 2004. We build the order management, connectivity and risk infrastructure that moves trades between the firms that place them and the firms that execute them.

Flyer builds the trading infrastructure that modern wealth management runs on. Our connected trading platform and unified PMS/OMS help RIAs, independent broker-dealers, asset managers, and platform partners take the friction out of portfolio management and trading. 

• Co-Pilot: a cloud-based portfolio management and unified trading platform for front, middle, and back office teams, with Co-Pilot AI built in.

• Flyer Trading Network (FTN): a cloud-based FIX connectivity network giving firms direct connectivity to hundreds of custodians and brokers.

The Client Onboarding Project Manager is accountable for planning, coordinating, and driving new and existing client implementations for Co-Pilot and FTN, from contract handoff through go-live, stabilization, and transition to client support & account management. You will be embedded in several onboardings at once for clients ranging from RIAs, broker-dealers, asset managers, custodians, and platform partners, with a mandate to keep scope, timelines, and stakeholders aligned.

You will work across Flyer teams internally (client support & operations, networking & infrastructure, product & development, and sales) and externally with the client and their teams.

This is a full-time, onsite role in our New York City office.

• Understanding Flyer contracts & SOWs, clients & workflows, Flyer’s products & service: Portfolio Management & Order Management, APIs, FIX connections, risk gateways; and custom client workflows & integrations
• Direct involvement in onboarding new clients from contract signing to go-live, including new Portfolio Management, Compliance Management, and/or Order Management clients and their FIX connections
• Creating and maintaining documentation & project management materials for publication internally and externally to clients 

Onboarding delivery

• Lead project management of FTN and Co-Pilot onboardings end to end, including but not limited to tracking and holding accountable stakeholders: kickoff, requirements, project plan, testing, go-live, and transition to client support & account management

• Manage several implementations at once, including scope, dependencies, risks, development tickets, releases, and change requests

Client and stakeholder management

• Serve as the client's main point of contact as it relates to project management during onboarding, helping to schedule & run status meetings and sending weekly status reports

• Coordinate requirements documentation and partner with Product, Development, and QA to convert client workflows into actionable specifications and delivery plans

• Raise risks early and manage expectations on timelines and scope

Process and documentation

• Maintain project plans, RAID logs, and onboarding documentation in Jira and Confluence

• Work with the onboarding teams to build repeatable onboarding playbooks, templates, and checklists

• Track and report onboarding metrics such as time to go-live, on-time delivery, and post-launch issues

• 4–6 years of project management in financial services technology

• Experience in Wealth Management, Asset Management, or other financial trading systems and environments

• A track record of delivering several client implementations at once, on time

• Working knowledge of the trade lifecycle in wealth or asset management

• Exposure to electronic trading connectivity, ideally FIX

• Strong written and verbal communication skills

• Hands-on experience with Jira, Confluence, and Microsoft Office (Excel, Visio)

• A bachelor's degree in business, finance, information systems, computer science, or a related field

• Ability to work onsite in our New York City office

Tech Stack and Tools Employed by Flyer (familiarity particularly useful):

• UNIX/Linux
• Databases (MySQL preferable)
• Amazon Web Services (Elastic Compute, RDS, Athena, S3)
• REST/JSON, Groovy programming, XML
• FTP, Socket and Network Programming
• Scripting Languages: Perl, Bash, Python, etc.
• Atlassian Products: JIRA, Confluence, Service Desk
• Microsoft Office Suite (including Visio)
• Virtual Environments

Nice to Have

• Experience at an OMS/PMS, trading network, custodian, or broker-dealer technology firm

• Familiarity with equities, mutual funds, ETFs, options, and fixed income

• Experience with data conversions, custodian files, and REST/JSON APIs

• Basic SQL and comfort with Linux and AWS environments

• Experience working with offshore engineering teams

• PMP, CAPM, or Agile/Scrum certification

You will do work that is visible, consequential and yours, at a company with 20+ years of trading-industry credibility.

• Real ownership. You run projects, not tickets. Your plans and calls shape how clients experience Flyer.
• Direct access. You work alongside the Flyer leadership and senior client leaders, not several layers below them.
• Work that matters. Our technology carries live trading flow for major wealth managers. When your project lands, clients feel it on day one.
• Room to grow. As we scale delivery and client coverage, you can help build the playbooks and grow with the function.
• Deep domain learning. You will learn electronic trading, FIX connectivity and wealth platforms from people who have built them for two decades.



Flyer Financial Technologies is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.