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# Vice President - Head of Client Onboarding / Static Data - Operations

- **Company:** U.S. Bank, National Association
- **Location:** Charlotte, NC, United States
- **Experience:** Expert
- **Salary:** $126,820.0 - $149,200.0
- **Contract:** Permanent contract
- **Skills:** Data Validation, Data Warehousing, Reference Data, Static Data
- **Published:** October 15, 2026
- **Apply:** https://usbank.wd1.myworkdayjobs.com/US_Bank_Careers/job/Charlotte-NC/Vice-President---Head-of-Client-Onboarding---Static-Data---Operations_2026-0030910

## About the Role

* Bachelor's degree or equivalent practical experience.
 * 8+ years of relevant experience in broker-dealer, capital markets, securities operations, client onboarding, reference/static data, or a closely related function.

Preferred Skills/Experience

 * Demonstrated experience leading teams and managing complex, cross-functional operational processes.
 * Strong understanding of broker-dealer operating environments, trade lifecycle dependencies, account structures, reference data, and operational controls.
 * Experience designing procedures, controls, metrics, governance, and escalation frameworks.
 * Experience building or materially transforming a client onboarding, account master, security master, or reference-data function.
 * Experience supporting institutional fixed income and/or equities businesses and new-product launches.
 * Experience with workflow, data-governance, or onboarding platforms and with UAT/conversion activity.
 * FINRA registration(s) relevant to assigned supervisory responsibilities, or ability to obtain if required by the position.
 * Strong executive communication, stakeholder management, and change-leadership skills.

## Description

* Build and lead the broker-dealer Client Onboarding & Data function, including team structure, procedures, service standards, controls, metrics, and escalation protocols.
 * Own the operational onboarding lifecycle and coordinate readiness across Front Office, Operations, Legal, Compliance, Risk, Finance, Technology, and other control partners.
 * Oversee client and account setup, security setup, standing/static data, account-master and security-master activities, and associated data-quality controls.
 * Create a single, disciplined intake and tracking process for new clients, accounts, products, and business initiatives, with clear ownership, dependencies, status reporting, and escalation.
 * Partner with KYC/AML and other control functions to ensure required approvals and documentation are completed before operational activation; this role coordinates operational readiness and does not replace independent compliance ownership.
 * Establish maker/checker controls, data validation, reconciliations, exception management, and periodic certification of critical onboarding and reference data.
 * Develop service-level expectations and management reporting covering onboarding volumes, aging, cycle time, exceptions, defects, capacity, and key risk indicators.
 * Lead onboarding readiness for strategic growth initiatives, new products, new desks, and platform conversions, including requirements, testing, implementation, and post-launch stabilization.
 * Drive automation and workflow improvements across account master, security master, data warehouse, and related onboarding tools to reduce manual touchpoints and improve scalability.
 * Act as senior escalation point for complex onboarding issues and ensure root-cause remediation of recurring defects.
 * Recruit, coach, and develop a high-performing team with strong product knowledge, control discipline, and client-service orientation.