Client Onboarding Manager, Assistant Vice President

3 weeks ago

London Central, 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 EMEA 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 SSGA’s 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, Investments, 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 SSGA’s 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 Head of Client Onboarding in London.

What you will be responsible for

As a Client Onboarding Manager you will
  • Take full ownership of concurrent client onboarding and restructuring events focusing on delivering a positive experience by meeting and exceeding client expectations
  • Work directly with clients, consultants and other external stakeholders to successfully guide each deal through KYC, contracting, fund/account setup, and funding
  • Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
  • Participate in ongoing process improvement initiatives across the department
  • Keep a diligent awareness of business risk and ownership of issues when they arise
  • 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

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 managing implementation projects
  • Proven understanding of project management disciplines, gained through practical experience
  • Integrity to deal with conflicting interest from multiple stakeholders.
  • Ability to work consistently and accurately under pressure to tight deadlines.
  • Good 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 Project Manager within the asset management industry, using project methodology
  • Experience working with offshore centres
  • First Degree or equivalent.
  • Formal certification from a recognized professional body (e.g. Prince & or PMI) preferable
  • FCA certification and consistently keeping knowledge and competencies appropriate for future annual certifications
  • High Proficiency in Microsoft Office suite of applications, specifically MS Word, PowerPoint and Excel. Understanding of Salesforce and Appian a plus

Education & Preferred Qualifications

  • Bachelor’s Degree required CFA a plus
  • Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients

For further information, and to apply, please visit our website via the “Apply” button below.

  • Assistant Vice President, Credit Risk Management

    5 days ago

    London, United Kingdom Bank of China Full time

    Assistant Vice President - M&A and Leveraged Finance Location London Corporate Banking is a client facing department, responsible for marketing, onboarding and ongoing management of the client relationship, providing loan business to the clients as well as promoting ancillary business according to the Bank’s business strategy and risk appetite. As a...

  • Assistant Vice President, Credit Risk Management

    4 days ago

    London, United Kingdom Bank of China Full time

    Assistant Vice President - M&A and Leveraged Finance Location London Corporate Banking is a client facing department, responsible for marketing, onboarding and ongoing management of the client relationship, providing loan business to the clients as well as promoting ancillary business according to the Bank’s business strategy and risk appetite. As a...

  • Assistant Vice President

    4 days ago

    London, United Kingdom TCW Europe Ltd. Full time

    The Assistant Vice President, Business Development Support will play a key role within our Sales and Marketing team based in the UK. Business development support for the Pan European market which includes supporting the Managing Directors, servicing the client base and building relationships with key clients and prospects. Act as the main point of contact...

  • Assistant Vice President

    2 weeks ago

    London, United Kingdom TCW Europe Ltd. Full time

    The Assistant Vice President, Business Development Support will play a key role within our Sales and Marketing team based in the UK. Business development support for the Pan European market which includes supporting the Managing Directors, servicing the client base and building relationships with key clients and prospects. Act as the main point of contact...

  • Assistant Vice-President, Project Manager

    4 days ago

    London, United Kingdom Parkinson's UK Full time

    Assistant Vice President Project Manager - Mandarin Speaking Department General Administration General Administration department strategy is to deliver excellent general administrative services to the whole Bank covering different functions including project management, facilities, logistic and events, admin and central filing, systems, commercial...

  • Assistant Vice-President, Project Manager

    5 hours ago

    London, United Kingdom Association for Project Management Full time

    Assistant Vice President Project Manager - Mandarin Speaking Department General Administration General Administration department strategy is to deliver excellent general administrative services to the whole Bank covering different functions including project management, facilities, logistic and events, admin and central filing, systems, commercial...

  • Vice President

    4 weeks ago

    London, Greater London, United Kingdom Pharma Search Full time

    Senior Director / Vice President Business Development, EMEA Our client is a global leader, providing clinical services of the highest quality to Pharma, Biotech, Life Science and CRO businesses; This has been driven by the successful delivery of clinical trials of the highest standards, through their people, unique business model and service offering,...

  • Assistant Vice-President, Project Manager

    4 days ago

    London, United Kingdom Parkinson's UK Full time

    Assistant Vice President Project Manager - Mandarin Speaking Department General Administration General Administration department strategy is to deliver excellent general administrative services to the whole Bank covering different functions including project management, facilities, logistic and events, admin and central filing, systems, commercial property...

  • Fund Accounting Manager

    1 month ago

    London (Central), United Kingdom Apex Group Full time

    DescriptionFund Accounting Manager - Vice President (Private Equity) LONDONDepartment: Fund Accounting Employment Type: Full Time Permanent Location: London (hybrid) Apex is seeking a skilled Fund Accounting Manager - Vice President (Private Equity) to join our welcoming and inclusive team in London. This full-time Fund Accounting role offers a generous...

  • Assistant Vice President

    4 days ago

    London, United Kingdom Parkinson's UK Full time

    Assistant Vice President - Operational Risk Risk Management department is responsible for developing, maintaining and promoting the Bank’s Enterprise Risk Management Framework (ERMF) and activities, and for providing independent second line of defence (2LoD) oversight for Traded Market Risk, IRRBB & FX Risk, Operational Risk and Model Risk management...

  • Assistant Vice President

    4 days ago

    London, United Kingdom Parkinson's UK Full time

    Assistant Vice President - Operational Risk Risk Management department is responsible for developing, maintaining and promoting the Bank’s Enterprise Risk Management Framework (ERMF) and activities, and for providing independent second line of defence (2LoD) oversight for Traded Market Risk, IRRBB & FX Risk, Operational Risk and Model Risk management...

  • Originator, Vice President

    7 hours ago

    London, United Kingdom in Newbury Full time

    8 Originator, vice president jobs in London Posted 1 day ago Originator, Senior Vice President London, London London Macquarie Group Posted 1 day ago This is an exciting opportunity for an experienced Senior Vice President to join our Specialised & Asset Finance desk within the Commodities and Global Markets Division, where you will be instrumen......

  • Originator, Vice President

    3 hours ago

    London, United Kingdom in Newbury Full time

    8 Originator, vice president jobs in London Posted 1 day ago Originator, Senior Vice President London, London London Macquarie Group Posted 1 day ago This is an exciting opportunity for an experienced Senior Vice President to join our Specialised & Asset Finance desk within the Commodities and Global Markets Division, where you will be instrumen......

  • Associate Vice President

    3 days ago

    London, United Kingdom Ares Management Full time

    Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • Client Onboarding Manager, Assistant Vice President

    3 weeks ago

    London (Central), United Kingdom State Street Full time

    Who we are looking forState Street Global Advisors Trust Company (SSGA) is seeking a motivated Client Onboarding Manager with EMEA 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...

  • Vice President/Senior Vice President, Research

    4 days ago

    London, United Kingdom London School of Economics and Political Science Full time €178,642

    Vice President and Pro- Vice Chancellor (Faculty Development) LSE is committed to building a diverse, equitable and truly inclusive university We particularly welcome applications by women and by people of colour LSE Executive Office Appointment of Vice President and Pro-Vice Chancellor (Faculty Development) The London School of Economics and...

  • Vice President/Senior Vice President, Research

    5 days ago

    London, United Kingdom London School of Economics and Political Science Full time €178,642

    Vice President and Pro- Vice Chancellor (Faculty Development) LSE is committed to building a diverse, equitable and truly inclusive university We particularly welcome applications by women and by people of colour LSE Executive Office Appointment of Vice President and Pro-Vice Chancellor (Faculty Development) The London School of Economics and...

  • Vice President or Senior Vice President

    1 week ago

    London, United Kingdom Metier Recruitment Full time

    Vice President of It - London, United Kingdom - Metier Recruitment Description Vice President of IT - London/ Remote - £200K + 30% Bonus + Benefits Strong retail experience would be an advantage. Key Responsibilities: Lead and inspire the teams to engage with the business, prioritise projects and develop plans that maximize return on investment for...

  • Project Management Vice President

    5 days ago

    London, United Kingdom CLevelCrossing Full time

    Full-time Are you passionate about improving health around the world? Rabin Martin is in search of an energetic individual to join our team of smart, curious global health professionals. We are looking for a Vice President to lead our London office and manage a range of global health initiatives in a client-services environment. Candidates for this role...

  • Project Management Vice President

    4 days ago

    London, United Kingdom CLevelCrossing Full time

    Full-time Are you passionate about improving health around the world? Rabin Martin is in search of an energetic individual to join our team of smart, curious global health professionals. We are looking for a Vice President to lead our London office and manage a range of global health initiatives in a client-services environment. Candidates for this role...