Client Onboarding Manager, Assistant Vice President
3 weeks ago
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 EMEA Client Onboarding Manager within SSGA’s EMEA Institutional business, will manage the end-to-end client onboarding and restructuring for strategic client relationships. 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. 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
Keep a diligent awareness of business risk and ownership of issues when they arise
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
These skills will help you succeed in this role
Proven history of project experience, successfully managing implementation projects
Proven understanding of project management disciplines, gained through practical experience
Good stakeholder management skills
Experience working as a Project Manager within the asset management industry, using project methodology
Experience working with offshore centres
High Proficiency in Microsoft Office suite of applications, specifically MS Word, PowerPoint and Excel. Understanding of Salesforce and Appian a plus
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.
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