Client Onboarding Manager, Vice President

4 weeks ago

London, United Kingdom State Street Full time

Who we are looking for

State Street Global Advisors Trust Company (SSGA) is seeking a motivated Client Onboarding Manager with institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. The role holder must meet the criteria for an FCA Certified Role. Are you that person?

The EMEA Client Onboarding Manager within SSGAâs EMEA Institutional business, will manage the end-to-end client onboarding and restructuring for strategic client relationships. Strong engagement and coordination with the relevant stakeholders is key to success for this role. Once a deal is won or an existing client has initiated a restructuring exercise, the Onboarding Management will take full responsibility for the end-to-end strategy implementation for the client.  You must also build strong relationships across the broader EMEA CCG organization, Operations, Legal, Compliance and other internal teams critical to the end-to-end client strategy implementations. 

To be successful, you will need to develop a thorough understanding of SSGAâs Operating model, Investment capabilities as well as our breadth of service offerings in the EMEA region. As SSGA invests in technology you will be immersed in our efforts toward automation, efficiencies and creative thinking to achieve better ways of interacting with our clients and each other. You will also partner with your colleagues in other regions to ensure global consistency in our processes and to continuously improve the overall experience of our clients.

This role is part of the Client Coverage Group and you will report to the EMEA Head of Client Onboarding in London.

What you will be responsible for

As a Client Onboarding Manager you will:

  • Lead, manage and deliver assigned client strategy implementation projects for Clients in the EMEA region, ensuring adherence to organizational standards, and delivering best practice approach and a robust control environment
  • Define the projects scope, objectives and deliverables. Set and implement the projects governance, relevant to its size and complexity. Lead the working group and steering group meetings
  • Mobilize strategy implementation projects by supporting the sponsor (CRM for client restructuring and AE for new client onboarding) in presenting at the relevant internal forums. Interact with all key contributors to secure required resource. Ensure all internal approvals have been obtained
  • Developing and maintaining productive working relationships and managing the communication with day to day contacts, and other stakeholders
  • Preparing project and quality plans and tracking activities against the plans, providing regular and accurate reports to stakeholders as appropriate.
  • Support identification and tracking of project risks, actions, issues and dependencies
  • Managing the scope of a project via a defined change control process to ensure project deliverables are realised within planned timescale
  • Ensuring that projects are formally closed, subsequently reviewed (where appropriate) and that lessons learned are recorded and related actions closed

What we value

These skills will help you succeed in this role

  • Excellent communication skills, both verbal and written, and a demonstrable track record of successfully interacting, influencing and communicating at all levels.
  • Proven history of project experience, successfully leading implementation projects
  • Proven understanding of project management disciplines, gained through practical experience
  • Cultural awareness and able to see things from others point of view.
  • Strong integrity to deal with conflicting interest from multiple stakeholders.
  • Ability to work consistently and accurately under pressure to tight deadlines.
  • Strong stakeholder management skills
  • Excellent attention to detail with high levels of accuracy.
  • Tenacious and pro-active.
  • Team player but able to work independently where required
  • Experience working as a Senior Project Manager within the asset management industry, using project methodology
  • Experience working with offshore centres 
  • Formal certification from a recognized professional body (e.g. Prince & or PMI) preferable

Education and experience requirements

  • Graduate or above, CFA qualified is a plus
  • Minimum 14+ years of experience in the Asset Management Industry
  • Strong leadership traits and ability to manage and drive large scale projects
  • Strong understanding of various asset classes and investment instruments (physical and synthetics)
  • Exposure to working in similar Sales organizations, working with institutional clients and understanding of various channels

This position requires

  • FCA certification and consistently keeping knowledge and competencies appropriate for future annual certifications
  • Strong leadership skills with ability to manage/influence stakeholders and senior leaders
  • Robust understanding of the asset management business, financial concepts, and regulations as well as knowledge of various asset classes, different investment products, and market segments
  • Strong strategical and analytical thinking with a demonstrated ability to execute as per organizational policies
  • High level of responsiveness and ability to work collaboratively across multiple business groups and levels of the organization
  • Capacity for differentiated thinking, acute attention to details and ability to challenge the status quo in order to drive optimal outcomes
  • Self-motivated, consultative mindset, ethical thinking, adapt to change and multi-task, strong people management, project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills
  • High Proficiency in Microsoft Office suite of applications, specifically MS Word, PowerPoint and Excel. Understanding of Salesforce and Appian a plus

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