EMEA Head of Client Onboarding, Vice President Global Advisors
4 weeks ago
State Street Global Advisors Trust Company (SSGA) is seeking a motivated EMEA Head of Client Onboarding with EMEA institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. A highly qualified candidate with have a mixture of client facing and project management skill with the focus of bringing a client first mentality to the role. The Head of EMEA onboarding will be strategically focused while simultaneously look to tactically execute onboarding events. The EMEA Head of Client Onboarding 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, 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. This role is part of the Client Coverage Group and you will report locally to the Head of Client Relationship Management in London with a dual reporting line into the Head of Global Sales Infrastructure in Boston.
As the EMEA Head of Client Onboarding you will:
Responsible for the development, implementation and on-going enhancement of global onboarding best practices in EMEA adapted where required to align with local stakeholder requirements
Manages EMEA onboarding schedule and pipeline management
Establishes and directs the activities of dedicated on-boarding team leads / members in EMEA to deliver on global standards and expectations
Partners with stakeholders including across State Street Global Advisors, State Street and CRD to align on-boarding program activities with local requirements
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. 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. 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 realized within planned timescale
Ensuring that projects are formally closed, subsequently reviewed (where appropriate) and that lessons learned are recorded and related actions closed
These skills will help you succeed in this role
Proven history of project experience, successfully leading implementation projects
Proven understanding of project management disciplines, gained through practical experience
Experience working as a Senior Project Manager within the asset management industry, using project methodology
Experience working with offshore centres
CFA qualified a plus
Graduate or above, CFA qualified is a plus
Minimum 14+ years of experience in Finance / Asset Management Industry
Strong leadership traits and ability to manage and drive large scale projects
Strong understanding of financial industry and various asset classes like Equity, Fixed Income etc.
Strong leadership skills with ability to manage/influence stakeholders and senior leaders
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
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 in English language
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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London, United Kingdom STATE STREET CORPORATION Full timeEMEA Head of Client Onboarding, Vice President - State Street Global Advisors page is loaded EMEA Head of Client Onboarding, Vice President - State Street Global Advisors Apply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749576 Who we are looking for State Street Global Advisors Trust Company (SSGA) is...
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London, United Kingdom STATE STREET CORPORATION Full timeEMEA Head of Client Onboarding, Vice President - State Street Global Advisors page is loaded EMEA Head of Client Onboarding, Vice President - State Street Global Advisors Apply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749576 Who we are looking for State Street Global Advisors Trust Company (SSGA) is...
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London, United Kingdom STATE STREET CORPORATION Full timeEMEA Head of Client Onboarding, Vice President - State Street Global Advisors page is loaded EMEA Head of Client Onboarding, Vice President - State Street Global Advisors Apply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749576 Who we are looking for State Street Global Advisors Trust Company (SSGA) is...
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London, United Kingdom STATE STREET CORPORATION Full timeEMEA Head of Client Onboarding, Vice President - State Street Global Advisors page is loaded EMEA Head of Client Onboarding, Vice President - State Street Global Advisors Apply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749576 Who we are looking for State Street Global Advisors Trust Company (SSGA) is...
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London, United Kingdom STATE STREET CORPORATION Full timeEMEA Head of Client Onboarding, Vice President - State Street Global Advisors page is loaded EMEA Head of Client Onboarding, Vice President - State Street Global Advisors Apply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749576 Who we are looking for State Street Global Advisors Trust Company (SSGA)...
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London, United Kingdom STATE STREET CORPORATION Full timeEMEA Head of Client Onboarding, Vice President - State Street Global Advisors page is loaded EMEA Head of Client Onboarding, Vice President - State Street Global Advisors Apply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749576 Who we are looking for State Street Global Advisors Trust Company (SSGA) is...
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London, United Kingdom STATE STREET CORPORATION Full timeApply locations London, England time type Full time posted on Posted 2 Days Ago job requisition id R-749577 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....
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London, United Kingdom Paul Davis Restoration of Northwest Indianapolis Full timeState Street Global Advisors Trust Company (SSGA) is seeking a motivated EMEA Head of Client Onboarding with EMEA institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. A highly qualified candidate with have a mixture of client facing and project management skill with the focus of bringing a...
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London, United Kingdom Paul Davis Restoration of Northwest Indianapolis Full timeState Street Global Advisors Trust Company (SSGA) is seeking a motivated EMEA Head of Client Onboarding 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. A highly qualified candidate with have a mixture of...
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London, United Kingdom Paul Davis Restoration of Northwest Indianapolis Full timeState Street Global Advisors Trust Company (SSGA) is seeking a motivated EMEA Head of Client Onboarding 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. A highly qualified candidate with have a mixture of...
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London, United Kingdom Paul Davis Restoration of Northwest Indianapolis Full timeState Street Global Advisors Trust Company (SSGA) is seeking a motivated EMEA Head of Client Onboarding 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. A highly qualified candidate with have a mixture of...
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