Client Onboarding Manager, Exchange US Operations

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New York, NY, USA
In-Office
137K-165K Annually
Fintech • Financial Services
The future is Bullish
The Role
The Bullish Group has built an ecosystem focused on developing financial services for the digital assets sector through technology and investment businesses. These include: Bullish Exchange - digital asset trading services that utilize central limit order matching and proprietary market making technology to deliver deep liquidity and tight spreads within a compliant framework. The business is licensed by the Hong Kong Securities and Futures Commission, German Federal Financial Supervisory Authority, and the Gibraltar Financial Services Commission. Since its launch in November 2021, Bullish Exchange has surpassed US$1.3 trillion in total trading volume, with 2H 2024 average daily volume exceeding US$2 billion. Bullish Capital - an investment company which offers strategic capital, industry expertise and an extensive network of resources to support initiatives that connect conventional finance with the revolutionary possibilities of the digital economy. CoinDesk - an award-winning media, events, indices and data business servicing the global crypto economy.

Reports to:

Director, Onboarding

Position Overview 

As the Client Onboarding Manager for Bullish US Operations, you will play an integral part in our business expansion by ensuring a seamless and efficient onboarding experience for new clients in the US & globally. In this role, you will lead the onboarding process for US Institutional Clients from initial client engagement to account setup, while ensuring compliance with local regulations and internal policies. You will collaborate closely with Client Onboarding, Sales, Legal, & Compliance teams in APAC, EU, and the US to address client needs, resolve issues, and enhance the overall client experience. 

This position will be required to work onsite a minimum of 3 days per week at our NYC office based near Union Square. 

Role & Responsibilities

  • Lead and conduct KYC and EDD on corporate and individual customers, including enhanced due diligence (EDD) and periodic reviews

  • Make Onboarding recommendations to senior management related to potential customers

  • Understand and apply the overlapping local and global regulatory requirements

  • Work with business stakeholders to ensure that potential customers are properly assessed to identify possible integrity / financial crime / sanctions / terrorism linked risks and onboarded in a compliant manner

  • Support the Global Bullish team as needed with KYC related tasks

  • Create and manage customer accounts

  • Occasional travel may be required

Experience & Qualifications

  • 10+ years of directly related experience in a corporate onboarding role with substantial knowledge of relevant rules and regulations and the day-to-day KYC onboarding compliance affairs

  • Good knowledge on provisions of crypto/fiat licensed entities local laws, directives, regulations and otherwise standards applicable

  • Sounded market knowledge of leading edge KYC solutions and market practices

  • Competent in coordinating, organizing and relationship building; excellent time management skills 

  • Preferred skills: 

  • Highly preferred for candidates to possess ACAMS / CAMS / CCAS / ICA certifications or similar

  • Professional experience at a digital assets company is a major plus

  • Good knowledge of upcoming regulations of virtual currency policies is a strong plus

Bullish US LLC & CoinDesk Inc. are committed to offering competitive compensation and benefits. The anticipated base salary for this position is $137000 - $165,000 + discretionary annual target bonus + performance incentives/benefits. Offered salary will be reflective of job related knowledge, skills and commensurate experience.

Bullish is proud to be an equal opportunity employer. We are fast evolving and striving towards being a globally-diverse community. With integrity at our core, our success is driven by a talented team of individuals and the different perspectives they are encouraged to bring to work every day.

Bullish Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bullish and has not been reviewed or approved by Bullish.

  • Fair & Transparent Compensation Job postings disclose clear base pay bands and incentives for senior roles, and feedback suggests these ranges are competitive for the sector. This visibility signals clarity for leadership-level candidates evaluating offers.
  • Healthcare Strength U.S. operations provide health and vision insurance through a major carrier, indicating solid core medical coverage. Feedback suggests the medical offering aligns with market expectations.
  • Wellbeing & Lifestyle Benefits Perks such as free daily meals, UberEats allowances on in-office days, stocked fridges, catered lunches, rooftop events, and a home‑office stipend support everyday wellbeing. The company also emphasizes a flexible working environment and regular team activities.

Bullish Insights

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The Company
350 Employees
Year Founded: 2020

What We Do

Bullish is an institutionally focused global digital asset platform that provides market infrastructure and information services. Bullish services are regulated in the United States, European Union, United Kingdom, Hong Kong, and Gibraltar. These include: Bullish Exchange – a regulated and institutionally focused digital assets spot and derivatives exchange, integrating a high-performance central limit order book matching engine with automated market making to provide deep and predictable liquidity. CoinDesk Indices – a collection of tradable proprietary and single-asset benchmarks and indices that track the performance of digital assets for global institutions in the digital assets and traditional finance industries. CoinDesk Data - a broad suite of digital assets market data and analytics, providing real-time insights into prices, trends, and market dynamics. CoinDesk Insights – a digital asset media and events provider and operator of Coindesk.com, a digital media platform that covers news and insights about digital assets, the underlying markets, policy, and blockchain technology. For more information, please visit bullish.com and follow LinkedIn and X.

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