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Client Onboarding Manager

2 months ago

London, United Kingdom Jupiter Asset Management Ltd Full time
The Value of Active Minds

About Jupiter

Jupiter is one of the UK's leading investment management companies with over 500 employees and £51.3 billion worth of assets under management (as at 30th June 2024).

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

Jupiter is seeking to grow its presence in the global institutional market. The Client Onboarding team is responsible for managing the implementation of new institutional client mandates including Equity and Fixed Income asset classes, targeting specific client needs, to support Jupiter's business needs and strategy. The Client Onboarding team identifies the unique and bespoke requirements for each client mandate launch, designs solutions and coordinates across multiple departments to ensure that all project tasks are identified and completed in a timely manner to support successful implementation.

The role is within the Global Client Onboarding team reporting to the Head of Client Onboarding. The Client Onboarding Manager will be primarily responsible for the co-ordination of client onboarding, terminations, and transitions.

Key Responsibilities
  • Work closely with the Head of Client Onboarding to ensure the timely onboarding of new institutional and sub-advised mandates, as well as managing changes of existing mandates and terminations.
  • Design comprehensive operating models to support a bespoke investment solution including the required client service, operational set up, and reporting offering, leveraging existing systems and capabilities across Jupiter.
  • Engaging with the client, their fund administrators, consultants, MANCO's, lawyers, and custodians, to manage the institutional client onboarding. The Client Onboarding team manages a collaborative and coordinated end-to-end centralized function, both internally and externally to mitigate risks for our clients and our business.
  • The Client Group Onboarding Manager will project manage internal business partners to ensure that our clients receive a high-quality client delivery. This includes identifying areas of focus, risks and appropriate timelines.
  • Work collaboratively with the various areas of the business (Investment Management, Legal, Compliance, Risk, Technology, Operations) to identify client onboarding and BAU infrastructure requirements and ensure they are delivered in a controlled, effective manner.
  • The Cient Onboarding team facilitates best practice process management with various operational and administrative areas of the business, including identification of efficiencies and process improvements.
  • The Client Group Onboarding Manager will develop and maintain the overall client project plan, key milestones, timelines and service requirements depending on the size and complexity of the mandate. The Client Group Onboarding Manager will set up internal and external client take on meetings, managing the agenda and ensuring completion of the client roadmap to a successful onboarding.
  • Assist the Head of Client Onboarding in defining, and implementing, an efficient onboarding process that provides clients with an exceptional client experience.
Desired Skills / Experience
  • 5+ years in investment management client facing role e.g. Institutional client management, Product. investments, sales support etc
  • Understanding of the key functions within an asset management business, including investment management, distribution, operations, legal, compliance and risk.
  • Broad knowledge of securities industry and variety of investment vehicles.
  • Strong project management and analytical skills.
  • Strong communication skills (both written and verbal).
  • Key attributes should include drive, curiosity and tenacity
  • Excellent stakeholder management skills, including the ability to communicate effectively with different types of stakeholders and levels of seniority.
  • Ability to analyze information and make sound judgments and recommendations.
  • Create and maintain project plans, monitor open issues, and drive resolutions.
  • High level of attention to detail applied to all tasks.
  • Professional team player with proven ability to develop good working relationships with wider areas of the business.
  • Client focused outlook.
  • Ability to multi-task, work under pressure in a deadline-driven environment with ability to adjust to changing priorities.
  • Competence in Excel, Word, and CRM systems.
Additional Role Details
  • This role is subject to the Conduct Rules set by the FCA.
Don't meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don't think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.