Fixed Income Account Manager
ICE, Jacksonville, FL, United States
Job Purpose
ICE Clear Credit, a subsidiary of Intercontinental Exchange Inc., is seeking a driven and client‑focused Account Manager to join our Fixed Income Account Management & Onboarding team. This is a hands‑on, high‑impact role at the intersection of client onboarding, compliance, legal coordination, and related responsibilities, spanning both affirmation and execution platforms and clearing‑house membership. This is not a sales role.
Responsibilities
Client Onboarding & Platform Activation
Own end‑to‑end onboarding across ICE Link, ICE Bonds Execution Platforms, ETF Hub, and ICE Clear Credit clearing‑house membership, managing both clearing and non‑clearing participants through the full onboarding lifecycle.
Coordinate with internal and external stakeholders including dealers, clearing brokers, clearing houses, prime brokers, SEFs, IDBs and third‑party fund administrators on onboarding and membership requirements.
Issue, track, and manage all legal and onboarding documentation across platforms, ensuring accuracy, completeness, and timely execution.
Lead client onboarding calls.
Develop and maintain a structured onboarding framework to ensure a consistent, high‑quality client experience at every touchpoint.
KYC, AML & Compliance
Conduct preliminary compliance screening on trading entities using relevant regulator websites and other applicable data sources.
Oversee the full KYC/CDD lifecycle: legal document review, identity verification, beneficial ownership checks, adverse media screening, and PEP/sanctions screening in line with AML regulatory requirements.
Manage ongoing KYC refresh and monitoring for existing clients, ensuring client records remain current and compliant.
Execute and document Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) processes for higher‑risk entities, applying appropriate risk‑based judgement.
Liaise with Compliance, Legal, and Risk teams to resolve KYC/AML escalations, ensuring timely and compliant resolution.
Maintain complete, audit‑ready documentation and filing of all compliance records across the client base.
Clearing House Membership & Connectivity
Guide new members through the ICE Clear Credit clearing‑house membership application process, including coordination of all required documentation and internal approvals.
Manage connectivity requirements and onboarding workflows for DTCC/TIW and TradeSERV, ensuring proper setup for downstream processing, weekly backloads and credit event processing.
Coordinate Margin Group setup requests and clearing‑related configurations in partnership with the relevant clearing house and operations teams.
Ensure all membership and connectivity requirements are confirmed and in place in advance of member go‑live.
CRM, Account Administration & Data Integrity
Build and maintain accounts and opportunities in Salesforce from initial document issuance through to go‑live, ensuring completeness and accuracy of all client records.
Manage the full spectrum of account administration: new fund and legal entity setups, structure modifications, name changes, fund mergers and acquisitions, and all associated documentation.
Manage user access lifecycle including new user setup, module access provisioning, and access removal, maintaining clean and auditable records.
Proactively identify data quality issues within the CRM and implement improvements to support accurate reporting and pipeline visibility.
Qualifications & Experience
Demonstrable experience in a client‑facing onboarding, account management, or operations role within financial services.
Solid understanding of KYC/CDD/AML processes, including regulatory frameworks such as CFTC, ESMA, or equivalent regimes.
Hands‑on experience with OTC derivatives, CDS markets, and post‑trade workflows including affirmation, clearing, and confirmation.
Proven ability to manage multiple concurrent client engagements without compromising quality or responsiveness.
Track record of owning complex, multi‑stakeholder onboarding processes from initiation through go‑live.
Hands‑on experience with CRM platforms, Salesforce strongly preferred.
Client‑first mindset, genuinely invested in client outcomes and consistently going beyond transactional support.
Exceptional relationship‑building skills, with the ability to engage credibly at all levels — from operations contacts to senior stakeholders.
Strong problem‑solving capability, able to identify root causes, act decisively, and put measures in place to prevent recurrence.
High resilience and composure under pressure; comfortable handling complex, time‑sensitive situations with professionalism.
Excellent verbal and written communication skills.
Collaborative, team‑oriented approach, actively sharing knowledge and contributing to a culture of continuous improvement.
Desirable
Direct experience with affirmation and execution platforms such as ICE Link, ICE Swap Trade, ICE Bonds, or ICE ETF Hub.
Familiarity with DTCC/TIW workflows, clearing‑house connectivity, and electronic trading infrastructure.
Understanding of fund structures, legal entity hierarchies, and documentation in an asset management context.
Exposure to clearing‑house membership processes and regulatory onboarding requirements.
Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
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ICE Clear Credit, a subsidiary of Intercontinental Exchange Inc., is seeking a driven and client‑focused Account Manager to join our Fixed Income Account Management & Onboarding team. This is a hands‑on, high‑impact role at the intersection of client onboarding, compliance, legal coordination, and related responsibilities, spanning both affirmation and execution platforms and clearing‑house membership. This is not a sales role.
Responsibilities
Client Onboarding & Platform Activation
Own end‑to‑end onboarding across ICE Link, ICE Bonds Execution Platforms, ETF Hub, and ICE Clear Credit clearing‑house membership, managing both clearing and non‑clearing participants through the full onboarding lifecycle.
Coordinate with internal and external stakeholders including dealers, clearing brokers, clearing houses, prime brokers, SEFs, IDBs and third‑party fund administrators on onboarding and membership requirements.
Issue, track, and manage all legal and onboarding documentation across platforms, ensuring accuracy, completeness, and timely execution.
Lead client onboarding calls.
Develop and maintain a structured onboarding framework to ensure a consistent, high‑quality client experience at every touchpoint.
KYC, AML & Compliance
Conduct preliminary compliance screening on trading entities using relevant regulator websites and other applicable data sources.
Oversee the full KYC/CDD lifecycle: legal document review, identity verification, beneficial ownership checks, adverse media screening, and PEP/sanctions screening in line with AML regulatory requirements.
Manage ongoing KYC refresh and monitoring for existing clients, ensuring client records remain current and compliant.
Execute and document Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) processes for higher‑risk entities, applying appropriate risk‑based judgement.
Liaise with Compliance, Legal, and Risk teams to resolve KYC/AML escalations, ensuring timely and compliant resolution.
Maintain complete, audit‑ready documentation and filing of all compliance records across the client base.
Clearing House Membership & Connectivity
Guide new members through the ICE Clear Credit clearing‑house membership application process, including coordination of all required documentation and internal approvals.
Manage connectivity requirements and onboarding workflows for DTCC/TIW and TradeSERV, ensuring proper setup for downstream processing, weekly backloads and credit event processing.
Coordinate Margin Group setup requests and clearing‑related configurations in partnership with the relevant clearing house and operations teams.
Ensure all membership and connectivity requirements are confirmed and in place in advance of member go‑live.
CRM, Account Administration & Data Integrity
Build and maintain accounts and opportunities in Salesforce from initial document issuance through to go‑live, ensuring completeness and accuracy of all client records.
Manage the full spectrum of account administration: new fund and legal entity setups, structure modifications, name changes, fund mergers and acquisitions, and all associated documentation.
Manage user access lifecycle including new user setup, module access provisioning, and access removal, maintaining clean and auditable records.
Proactively identify data quality issues within the CRM and implement improvements to support accurate reporting and pipeline visibility.
Qualifications & Experience
Demonstrable experience in a client‑facing onboarding, account management, or operations role within financial services.
Solid understanding of KYC/CDD/AML processes, including regulatory frameworks such as CFTC, ESMA, or equivalent regimes.
Hands‑on experience with OTC derivatives, CDS markets, and post‑trade workflows including affirmation, clearing, and confirmation.
Proven ability to manage multiple concurrent client engagements without compromising quality or responsiveness.
Track record of owning complex, multi‑stakeholder onboarding processes from initiation through go‑live.
Hands‑on experience with CRM platforms, Salesforce strongly preferred.
Client‑first mindset, genuinely invested in client outcomes and consistently going beyond transactional support.
Exceptional relationship‑building skills, with the ability to engage credibly at all levels — from operations contacts to senior stakeholders.
Strong problem‑solving capability, able to identify root causes, act decisively, and put measures in place to prevent recurrence.
High resilience and composure under pressure; comfortable handling complex, time‑sensitive situations with professionalism.
Excellent verbal and written communication skills.
Collaborative, team‑oriented approach, actively sharing knowledge and contributing to a culture of continuous improvement.
Desirable
Direct experience with affirmation and execution platforms such as ICE Link, ICE Swap Trade, ICE Bonds, or ICE ETF Hub.
Familiarity with DTCC/TIW workflows, clearing‑house connectivity, and electronic trading infrastructure.
Understanding of fund structures, legal entity hierarchies, and documentation in an asset management context.
Exposure to clearing‑house membership processes and regulatory onboarding requirements.
Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
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