Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
About the role
- Client Onboarding Specialist managing client onboarding and technical integrations for institutional clients. Working at Talos, a company providing trading technology for digital asset markets.
Responsibilities
- Own the end-to-end onboarding process for clients and trading counterparties, from kickoff through successful production deployment.
- Lead technical integrations involving APIs, FIX connectivity, and platform configuration.
- Partner with Sales, Account Management, Engineering, and external stakeholders to deliver implementations on schedule.
- Manage onboarding timelines, track milestones, and communicate progress to internal and external stakeholders.
- Configure and validate client environments across Talos’ modular trading and portfolio systems.
- Troubleshoot integration issues and coordinate resolution with internal engineering teams.
- Develop and maintain onboarding documentation and integration best practices.
Requirements
- 3+ years of experience in client onboarding or implementation within capital markets or financial technology.
- Strong client-facing communication skills with the ability to lead stakeholders through structured implementation processes.
- Experience working with institutional trading systems, market connectivity, or financial infrastructure.
- Working knowledge of SQL and command line environments.
- Familiarity with configuration management, source control, and basic scripting (Python preferred).
- Exposure to FIX protocol, REST APIs, and JSON-based integrations.
- Strong organizational skills and ability to manage multiple concurrent implementations.
Benefits
- a monthly wellness credit for personal use, such as gym memberships, massages, or even a ski pass for your next holiday.
- paid lunches in the office
- monthly fitness and evening socials to foster connections with colleagues
- annual offsite events to engage with the wider team
Job title
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