• Own end-to-end onboarding for a book of partners — manage timelines, deliverables, and milestones to ensure timely go-live. • Run discovery sessions to understand partner business models, success criteria, technical environment, and constraints. • Build and maintain partner-specific onboarding plans (project plans, checklists, success criteria, escalation paths). • Coordinate technical integrations: API handshakes, data mapping, test plans and validation with internal Product/Engineering teams and partner engineers. • Deliver training (product, operational processes, reporting) to partner teams — create onboarding materials, playbooks, and recordings. • Serve as the primary operational liaison — escalate blockers, resolve issues, and ensure smooth handoff to Partner Success / Account Management. • Track onboarding metrics (time-to-value, activation rate, first-transaction success, onboarding CSAT) and report trends and risks. • Continuously improve onboarding processes: document SOPs, develop templates, optimize tools and automation. • Support pilot programs and early partner launches; gather feedback and bake learnings into repeatable processes. • Maintain accurate partner onboarding records in CRM and project management tools.

Senior AML/KYC Onboarding Manager Location: Must be based in EST timezone, huge preference for NY Hybrid (office based in Jersey City) Remote | Full-time Compensation: $150K - $165K Our client is a high-growth financial technology firm seeking a highly experienced and detail-oriented Senior AML/KYC Onboarding Manager. This critical role is responsible for leading and managing the institutional customer due diligence and onboarding processes, ensuring the organization maintains the highest standards of compliance with AML, KYC, and broader regulatory requirements. The ideal candidate brings a sophisticated background in financial crimes compliance and onboarding strategy. This individual will serve as a key leader in enhancing and scaling risk-based onboarding procedures across multiple lines of business, balancing rigorous regulatory adherence with a focus on operational efficiency and a seamless customer experience. Key Responsibilities - Onboarding Leadership: Lead and perform the institutional customer onboarding function, including reviewing complex escalations, decisioning accounts, and managing customer Requests for Information (RFIs). - Regulatory Alignment: Oversee and audit onboarding procedures to ensure strict alignment with internal policies and global regulatory standards, including BMA, FinCEN, FATF, and OFAC. - Policy Development: Develop, enhance, and implement comprehensive risk-based onboarding policies and procedures to address evolving financial landscapes. - Operational Optimization: Drive continuous improvement initiatives to optimize onboarding timelines, improve data quality, and elevate the overall customer experience. - Performance Metrics: Monitor and analyze KPIs related to onboarding activities, producing regular reports and strategic insights for senior leadership. - Cross-Functional Collaboration: Partner with Engineering and Product teams to enhance automation and system capabilities, supporting scalable and robust onboarding workflows.

Senior AML/KYC Onboarding Manager Location: Must be based in EST timezone, huge preference for NY Hybrid (office based in Jersey City) Remote | Full-time Compensation: $150K - $165K Our client is a high-growth financial technology firm seeking a highly experienced and detail-oriented Senior AML/KYC Onboarding Manager. This critical role is responsible for leading and managing the institutional customer due diligence and onboarding processes, ensuring the organization maintains the highest standards of compliance with AML, KYC, and broader regulatory requirements. The ideal candidate brings a sophisticated background in financial crimes compliance and onboarding strategy. This individual will serve as a key leader in enhancing and scaling risk-based onboarding procedures across multiple lines of business, balancing rigorous regulatory adherence with a focus on operational efficiency and a seamless customer experience. Key Responsibilities - Onboarding Leadership: Lead and perform the institutional customer onboarding function, including reviewing complex escalations, decisioning accounts, and managing customer Requests for Information (RFIs). - Regulatory Alignment: Oversee and audit onboarding procedures to ensure strict alignment with internal policies and global regulatory standards, including BMA, FinCEN, FATF, and OFAC. - Policy Development: Develop, enhance, and implement comprehensive risk-based onboarding policies and procedures to address evolving financial landscapes. - Operational Optimization: Drive continuous improvement initiatives to optimize onboarding timelines, improve data quality, and elevate the overall customer experience. - Performance Metrics: Monitor and analyze KPIs related to onboarding activities, producing regular reports and strategic insights for senior leadership. - Cross-Functional Collaboration: Partner with Engineering and Product teams to enhance automation and system capabilities, supporting scalable and robust onboarding workflows.

About this role: In this role, as the Remote Support Onboarding Leader , you will lead a remote support team that delivers high-quality advisor onboarding and accurate account-opening support. You'll coach contractor resources, oversee quality control, and collaborate closely with divisional leaders and advisors to improve processes and ensure seamless operational execution. In this role, you will: Manage and develop complex teams handling multifaceted tasks and operations for remote support team as part of advisor onboarding Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development as it relates to the remote support model Make decisions and resolve issues regarding operations of the team to meet business objectives Collaborate and consult with immediate colleagues and cross functional business partners Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution Assign account opening work and identify any performance issues with contracted resources Quality Control check all account openings from the FAs that remote support is being provided for in their division, coach, and develop on errors if made Mentor and guide all contracted resources Build & maintain relationships with their Divisional Managers, FAs, Branch Managers, CAs/Support Staff Schedule and conduct remote support calls/meetings in their divisions Coach and develop the contractor resources that are supporting FAs in their divisions Conduct one-off training as needed Required Qualifications: Desired Qualifications: Strong analytical, problem-solving, and decision-making abilities with a proven track record of driving operational improvements. Excellent verbal and written communication skills, with the ability to influence and collaborate at all organizational levels. Experience opening Financial Advisor (FA) accounts. Customer service background with proven ability to handle difficult conversations professionally and effectively. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Demonstrated ability to manage projects at a high level, including planning and execution Strong influencing skills with the ability to build relationships and be relatable across diverse teams and leadership levels. Job Expectations: Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future This position is not eligible for Visa sponsorship This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Minimal travel - Less than 25% Job Locations: St. Louis, MO Charlotte, NC Dallas, TX Des Moines, IA Minneapolis, MN Phoenix, AZ Posting End Date: 1 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.