Lead Onboarding Specialist

BestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic broker and in a broker-neutral Software as a Service (SaaS) model.

Its cloud-based platform, Algo Management System (AMS), is the first end-to-end algorithmic trading solution for equities and futures that delivers an entire ecosystem around execution algorithms, including transaction cost analysis (TCA), an algorithm customization tool called Strategy Studio, a trading dashboard, and pre-trade analytics in a single platform. The platform is currently live for U.S., Europe, and Canadian equities and global futures trading.

BestEx Research is disrupting a $100 billion industry by challenging the status quo of stale, black-box solutions from banks and offering next-generation execution algorithms that combine performance improvement with transparency and customization. BestEx Research uses leading-edge technology to support its low-latency, highly scalable research and trading systems, with its backend in C++, research libraries in C++/Python and R, and web-based technologies for delivering its front-end platforms.

BestEx Research's mission is to become the leader in automation and measurement of execution across asset classes globally and significantly reduce transaction costs for our clients.

Visit for more information about our mission, products, research, and services.

We are looking for a Lead Onboarding Specialist to oversee and manage client onboarding for our electronic trading platform. This role combines hands-on technical expertise with leadership responsibilities guiding a team of onboarding specialists, driving process improvements, and serving as the senior escalation point for complex integrations. The ideal candidate is deeply familiar with FIX protocol, electronic trading workflows, and has the client-facing skills to manage relationships with top-tier institutions.

Leadership & Oversight

• Lead, mentor, and develop a team of onboarding specialists and integration engineers.
• Define best practices, certification processes, and documentation standards for client onboarding.
• Serve as the senior escalation point for technical or workflow challenges during onboarding.
• Manage onboarding project timelines, ensuring delivery across multiple clients in parallel.
• Partner with sales, product, and technology leadership to align onboarding with business priorities.

Client-Facing Execution

• Oversee and, when needed, personally manage complex client integrations from certification to production go-live.
• Guide clients through FIX connectivity setup, certification, and custom workflow implementation.
• Ensure order routing, algo workflows, and post-trade allocations are tested and validated across asset classes.
• Communicate with senior client stakeholders (both technical and trading desks) to provide transparency and confidence throughout the onboarding process.

Process & Strategy

• Drive continuous improvement to reduce time-to-market for client onboarding.
• Establish and monitor KPIs for onboarding efficiency, client satisfaction, and go-live success rates.
• Collaborate with product and technology teams to provide feedback from onboarding that informs platform enhancements.
• Maintain deep knowledge of trading regulations, exchange rules, and evolving FIX standards to keep onboarding processes current.

Requirements

• Bachelor's degree in Computer Science, Engineering, Finance, or related field.
• 6+ years of experience in trading technology onboarding, FIX connectivity, or client integration.
• Strong expertise in FIX protocol (4.2/4.4/5.0) and trading workflows (equities, futures, options, FX, etc.).
• Proven experience managing multiple large-scale client onboarding projects.
• Leadership experience, either as a team lead or in a senior mentoring role.
• Excellent communication skills with the ability to engage both technical and business stakeholders.
• Strong problem-solving mindset and ability to work in high-pressure trading environments.

• A hands-on leader who can balance management responsibilities with technical depth.
• Someone who can elevate client experience while scaling internal onboarding processes.
• A trusted partner to clients and internal teams, capable of driving complex integrations to completion.

Benefits

• Competitive compensation with leadership bonus structure.
• Opportunity to shape and lead the onboarding function at a growing trading technology firm.
• Exposure to leading-edge trading technology, market structure, and global clients.
• A collaborative, fast-paced environment where your leadership drives impact.

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