Overview
Vice President, Transition Management Jobs in New York, NY at Cantor Fitzgerald
Title: Vice President, Transition Management
Company: Cantor Fitzgerald
Location: New York, NY
Job Title: Vice President, Transition Management
Location: New York, NY
Firm Overview:
Cantor Fitzgerald L.P., with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures.
For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.
Responsibilities:
We are seeking a Vice President, Transition Management to support our Prime Brokerage business. This is a fast-paced, client-facing role requiring strong attention to detail, a keen interest in global markets, and the ability to coordinate across multiple internal and external stakeholders. The Transition Manager is responsible for delivering a seamless initial client experience at Cantor by owning the end-to-end onboarding and go-live process. This role partners closely with Trading, Sales, Onboarding/KYC, Credit, Legal, and Technology to ensure clients are onboarded efficiently and successfully.
Client Transition & Project Management
- Serve as the primary point of contact for clients during onboarding and transition.
- Own and manage the end-to-end transition timeline from onboarding through go-live.
- Coordinate cross-functional teams to ensure all requirements are met for a successful launch.
- Proactively identify risks, bottlenecks, and dependencies; drive resolution to meet deadlines.
Trading
- Scope and document all trading requirements in partnership with the client.
- Identify and support cross-selling opportunities across trading products.
- Coordinate with Technology and Trading to ensure connectivity and trading setup are completed prior to go-live.
Sales
- Provide Sales with regular, proactive updates on onboarding status and key milestones.
- Partner with Sales to resolve issues and leverage Sales as an escalation point for time-sensitive or complex deals.
- Support client relationship management during the transition phase.
Onboarding / KYC
- Coordinate with onboarding teams to collect and review KYC documentation.
- Ensure all broker-dealer regulatory and compliance requirements are satisfied.
- Track documentation status and follow up with clients as needed to avoid delays.
Credit
- Guide clients through credit approval processes for Prime Brokerage, Swaps, OTD, and Repo.
- Coordinate with internal credit teams to align approvals with onboarding timelines.
- Communicate credit requirements and approval status clearly to clients and internal stakeholders.
Legal
- Act as a point of escalation between clients and Legal on commercial and legal terms.
- Support negotiation and resolution of legal deal points across Prime Brokerage, Swaps, OTD, and Repo.
- Track documentation progress to ensure timely execution ahead of go-live.
Technology
- Scope and document technical requirements with internal teams and external vendors.
- Coordinate system setup, connectivity, and testing.
- Ensure all technology deliverables are completed and validated prior to go-live.
Qualifications:
- 2–5 years of experience in financial services, banking, brokerage, asset management, operations, or a related internship.
- Strong organizational skills with high attention to detail.
- Ability to manage multiple tasks and deadlines in a fast-moving environment.
- Strong communication skills and comfort working with multiple stakeholders.
- Proficiency with Excel, Outlook, and basic systems navigation.
Educational Qualifications:
Bachelor’s Degree required.
Salary: $110,000 – $190,000
The actual base salary will be determined on an individualized basis considering a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.
