About the company
Copper is a digital asset technology company dedicated to helping institutional investors safely acquire, trade, and store crypto assets. Built and led by Dmitry Tokarev, a software and financial engineering specialist, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology ā the gold standard in secure custody. Copperās multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody. Built on top of this state-of-the-art custody, ClearLoopā¢ is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoopā¢ is rapidly reshaping the way asset managers trade and manage capital. In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.
Job Summary
KEY RESPONSIBILITIES:
šEnd-to-End Client Onboarding Ownership - Act as the primary point of contact throughout the onboarding lifecycle, from initial engagement to handover to the Relationship Management team, ensuring a consistent best in class client experience šPipeline Monetisation & Sales Alignment - Collaborate closely with the Sales team to monetise the client pipeline, ensuring onboarding activities support revenue targets and commercial outcomes. šMeeting Leadership & Stakeholder Engagement- Schedule and lead client meetings, coordinating with relevant Copper stakeholders to ensure alignment, timely delivery, and resolution of onboarding dependencies, ensuring clarity and responsiveness. šRegulatory and legal Coordination - Partner with KYC Operations and Compliance teams to support AML/KYC checks and fulfil all legal onboarding requirements in line with regulatory standards. Partner with legal teams to track & prioritise client negotiations in line with overall onboarding progress šPipeline Communication & Prioritisation ā Lead weekly stakeholder calls communicating pipeline updates, prioritise key accounts, and ensure internal teams are resourced to meet go-live deadlines. šCRM Management & Reporting - Maintain accurate client records in Salesforce and support the generation of weekly and monthly dashboard reports to track onboarding performance and pipeline health. šPlatform Configuration & Account Setup - Complete the setup of client accounts on the Copper platform. šProcess Optimisation & Strategic Input - Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement, contributing to the evolution of Copperās onboarding framework. šProduct & Integration Enablement - Support the development of onboarding processes for new Copper products, system integrations, and strategic initiatives, ensuring readiness and scalability.
SKILLS & EXPERIENCE
Essential
š Proven experience in Client facing Onboarding within the financial services or fintech sector, with deep expertise across the full onboarding lifecycle
šProven track record of working closely with Sales, Compliance, Legal, Operations, and Technology teams to streamline onboarding.
šLed or contributed to projects aimed at reducing onboarding time, improving data accuracy, and enhancing client satisfaction.
š Experience identifying onboarding risks and escalating issues appropriately to mitigate regulatory or reputational exposure.
šSound understanding of AML/KYC regulations and wider financial compliance frameworks, ensuring robust risk management and regulatory adherence.
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