SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 110,000 - 135,000 / annual
Clear Street is modernizing the brokerage ecosystem by replacing legacy infrastructure across capital markets. Founded in 2018, the company has built a cloud-native clearing and custody system serving as a diversified financial services platform for prime brokerage, futures clearing, and securities finance.
As a Senior Associate in Client Onboarding, you will partner across sales, trading, futures clearing, investment banking, securities finance, trade support, client service, legal, and compliance to manage the full client lifecycle—including onboarding, new account openings, periodic refreshes, and offboarding. You'll work with institutional clients such as hedge funds, asset managers, market makers, and family offices.
The client onboarding team, established in late 2021, sits at the frontlines of Clear Street and is responsible for building client relationships and delivering a best-in-class onboarding experience. As a relatively new team, you'll have significant opportunity to shape how onboarding, maintenance, and offboarding processes evolve at the company. You'll operate in a fast-paced, collaborative environment alongside industry veterans.
Clear Street requires in-office presence 4 days per week. The company offers competitive compensation, company equity, 401(k) matching, gender-neutral parental leave, and full medical, dental, and vision insurance. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, and a prime location with excellent views.
**Requirements:**
- Minimum 3 years of experience in client onboarding, preferably in equities prime brokerage, futures clearing, and security-based swaps
- Proficiency in CFTC, FINRA, and SEC regulatory requirements for customer onboarding as they apply to futures commission merchants, equities prime brokers, and security-based swap dealers
- Proficiency in Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational requirements for institutional clients (hedge funds, asset managers, proprietary trading firms, family offices), including BSA, USA PATRIOT Act, and FinCEN compliance
- Proven track record of building strong, long-standing relationships with front-office colleagues and institutional clients
- Client-focused mindset with ability to maintain relationships through market cycles and product innovations
- Passion for addressing root causes of industry pain points in prime services and ability to articulate Clear Street's mission as a modern prime broker with advanced technology
- Highly collaborative approach with confidence interacting across personality types and organizational levels; ability to work autonomously and as a team player during strategic initiatives and high-workload periods
