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onboarding executive

3 months ago

London, Greater London, United Kingdom Legal & General Full time

Company Description

The investment landscape is evolving, and at Legal & General Investment Management, we are dedicated to shaping a brighter, more sustainable future through responsible investing. Collaborating with clients worldwide, we aim to achieve positive long-term results in a rapidly changing environment. Our clientele includes institutional pension funds, financial institutions, local authorities, and sovereign wealth funds. To cater to the diverse and evolving investment requirements of our clients, our strategies span various asset classes such as equities, bonds, property, and alternatives, along with multi-asset funds. We are committed to continual innovation, maintaining our expertise across all asset types while working towards a more responsible and sustainable future.

Job Description

  • Coordinating the onboarding of new fund/client mandates, share class launches, and portfolio modifications in collaboration with relevant stakeholder teams to ensure seamless completion of all legal, operational, compliance, and transitional tasks. The Onboarding Executive plays a crucial role in navigating progress and overcoming obstacles.
  • Effectively communicating progress internally and externally on onboarding activities, conducting regular working group meetings with key stakeholders for monitoring and managing advancement.
  • Completing necessary onboarding documentation for new funds in alignment with internal and external stakeholders, emphasizing creative thinking and acting as a business advocate to uphold LGIM's service and operational standards.
  • Developing a comprehensive understanding of all business functions within LGIM, establishing and nurturing strong relationships across these areas.
  • Serving as an 'onboarding consultant' both internally and externally, showcasing technical expertise and insight into client decision-making processes. Effectively mapping key onboarding milestones to manage expectations.
  • Implementing and enhancing business processes and procedures to promote a risk-controlled, compliant environment within a robust governance framework.
  • Providing daily and strategic support to Onboarding Managers in the team.
  • Offering strategic support by participating in projects that assist onboarding specialists in conducting testing and updates across various forums and workstreams, actively contributing to IT platform Pega modeling and design.

Qualifications

  • Essential:
    • Foundational knowledge of investments
    • Solid academic background (Degree qualified)
    • IMC qualification (or willingness to pursue)
    • Understanding of current investment, market, regulatory, and economic landscapes
    • Strong interpersonal and communication skills with the ability to engage at a senior management level
  • Desirable:
    • Experience in pensions industry/compliance/legal departments
    • Training and presentation skills
    • Expertise in product/fund strategy and onboarding processes
    • Background in investment management
    • Proven track record in managing external client relationships up to senior levels
    • Advanced proficiency in Excel
    • Project management coordination experience
    • Effective presentation capabilities
    • Demonstrating 'gravitas' and maturity
    • Team-oriented with a focus on sharing best practices
    • Highly organized with keen attention to detail
    • Proactive and capable of independent work
    • Client-centric mindset
    • Ability to perform effectively under pressure

Additional Information

When you are a part of Legal & General, your commitment is reciprocated. We acknowledge and appreciate your dedication, performance, and contributions.

As a member of our team, you will enjoy a range of benefits, including private medical insurance, generous holiday allowance, a competitive pension scheme, life assurance, and Income Protection. Our electric car scheme allows you to lease a new electric vehicle through tax-efficient means. We also provide attractive family leave benefits.

You will have the chance to participate in our performance-related bonus plan and share schemes. Additionally, take advantage of various discounts on our products as well as at popular retailers online and in-store.

Recognized as Britain's Most Admired Company in 2023 for the second consecutive year, Legal & General stands out in the financial services sector for its inspirational leadership and strong heritage. Our unique business model, encompassing asset management, homebuilding, pension services, and insurance, creates value for our customers and society, enabling our employees to make a meaningful impact through valued work.

Joining our inclusive and collaborative culture, you will engage with a diverse range of individuals and benefit from career development opportunities and initiatives that nurture growth and excellence. We are dedicated to promoting openness, mindfulness, and inclusivity, and are open to discussing flexible work arrangements and accommodations for candidates with specific needs.

If you are curious to learn more, we are eager to hear from you.