Global Head of Client Onboarding
5 months ago
**Company Description**
Legal & General Investment Management is the global asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world.
As one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.16 trillion* ($1.47tn, €1.35tn, CHF 1.31tn), LGIM works with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors.
For more than 50 years, LGIM has built its business through understanding what matters most to its clients and transforming this insight into valuable, accessible investment products and solutions. LGIM provides investment expertise across the full spectrum of asset classes including fixed income, equities, commercial property, and cash. Its capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.
To lead the delivery of key client facing operational services to clients across Institutional & Wholesale channels to support LGIMs client retention and growth objectives. Focused on ensuring we deliver our key service capabilities whilst driving efficiencies, scalability & automation. Driving the evolution of global functions to meet the firms’ strategic objectives.
- Lead the Client & Fund Onboarding function globally, currently 60 colleagues, in the delivery of these key services to our clients and their consultants and advisors.
- Client & Product Onboarding
- Coordinate new mandate onboarding and implementation across regions into LGIM and any subsequent client directed change to grow and retain revenue
- Identify complexities and partner with the business to onboard
- Own the onboarding and change for LGIMs product business ensuring we can continue to secure new revenue sources
- Design the operating model with the Head of Global Client Service Operations and their senior leadership team. Partnering with stakeholders in Distribution, Investment and Operations to refine and evolve the operational client service proposition across channel, region, product and client segment. Aligning with client strategy, value and costs. Integrate teams and deliver an improved global model and experience.
- Nurture a strong understanding of the evolving global sales strategy, associated impacts & pipeline by partnering with the leadership team across Global Client Service Operations, Product and Distribution. Enabling ability to assess & address the impact on the operating model of the firm, any development required and any risks that need to be addressed.
- Partner with peers & leaders across the business to ensure they have appropriate insight and develop their teams to meet the ongoing and changing demands of our clients and the Global Client Service Operations strategy.
- Build out the operating model to enable optimal delivery of service in a scalable, efficient and risk-controlled manner. Drive new ways or working focused on data capture, governance, automation and operating model design, service improvements to provide an enhanced client experience. Ensuring a global approach and partnering with data and technology teams.
- Engage and initiate strategic projects to drive the future vision of the function and align to LGIM’s strategy.
- Lead and foster a strong client service focused culture and drive other teams to meet you there. Identify improvements to the client experience and evolve and design teams to meet our CX goals and step into digital transformation and self-service tooling.
- Create a positive culture for health & wellbeing and drive the LGIM agenda.
**Qualifications**
A level or degree
Wide ranging knowledge of investment management service and product
10+ years of business management or operational experience
Minimum of 10 years people management experience
-
Global Head of Onboarding Operations
2 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeJob DescriptionWe are seeking an experienced Global Head of Onboarding Operations to join our team at Taylor James Resourcing. As a key member of our organization, you will be responsible for overseeing the onboarding process for clients, ensuring timely and compliant onboarding of clients.Key Responsibilities:Manage and supervise a team of onboarding...
-
Global Head of KYC Onboarding
2 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeWe are seeking a highly skilled Global Head of KYC Onboarding to join our team at Taylor James Resourcing. As a key member of our organization, you will be responsible for overseeing the onboarding process for our clients, ensuring seamless integration and compliance with regulatory requirements.The ideal candidate will have a strong background in...
-
Client Onboarding Manager
3 weeks ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job DescriptionWe are seeking a highly skilled Client Onboarding Manager to join our Global...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job SummaryWe are seeking a highly skilled Client Onboarding Manager to join our Global Client...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. Our team is dedicated to providing exceptional client service and delivering high-quality investment solutions.Job SummaryWe are seeking a highly skilled Client Onboarding Manager to join our Global Client...
-
Head of Onboarding
5 months ago
London, United Kingdom CMC Markets Full timeRole & Responsibilities - The Head of Onboarding will lead and transform the KYC/Onboarding team from a predominantly administrative function sitting in Sales/Client services, to a best in class control function sitting in Business Operations. - Work closely with Group Compliance to formalise a traditional 1st line/2nd line of defence model for KYC and...
-
Head of Client Onboarding
5 months ago
London, United Kingdom BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...
-
Client Onboarding and Support Specialist Fix Linux
4 months ago
London, United Kingdom Client Server Full timeClient Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...
-
Global Head of KYC Onboarding
2 weeks ago
London, Greater London, United Kingdom Taylor James Resourcing Full timeWe are seeking a highly skilled Global Head of KYC Onboarding to join our team at Taylor James Resourcing.The ideal candidate will have at least two years of investment experience and a strong background in performance measurement and risk analysis.The role will involve:Portfolio and asset performance reportingQuarterly operational data update with...
-
Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...
-
Client Onboarding Specialist
1 month ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...
-
Client Onboarding Specialist
4 weeks ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeAbout Jupiter Asset Management LtdJupiter Asset Management Ltd is a leading investment management company with a strong presence in the UK and globally. With over 500 employees and £51.3 billion worth of assets under management, we provide investment services to individual and institutional investors through mutual funds, separately managed accounts, and...
-
London, Greater London, United Kingdom Bank of Singapore, Asia's Global Private Bank Full timeJob Title: Client Onboarding Life Cycle Management SpecialistThis role is responsible for ensuring the smooth onboarding of private banking clients, while maintaining high standards of Anti-Money Laundering (AML) and Countering the Financing of Terrorism (CFT) compliance. The successful candidate will lead and manage the client onboarding process, ensuring...
-
London, Greater London, United Kingdom Bank of Singapore, Asia's Global Private Bank Full timeJob Title: Client Onboarding Life Cycle Management SpecialistThis role is responsible for ensuring the smooth onboarding of private banking clients, while maintaining high standards of Anti-Money Laundering (AML) and Countering the Financing of Terrorism (CFT) compliance. The successful candidate will lead and manage the client onboarding process, ensuring...
-
Head of Onboarding
5 months ago
London, United Kingdom PIC Full timePension Insurance Corporation is recruiting for a Head of Onboarding to join its Customer Operations function in a newly created appointment. As Head of Onboarding, you will be responsible for leading the bulk purchase annuity onboarding team, which will include coordinating the team as it provides analysis, planning and implementation support for PIC’s...
-
Head of Client Services, Europe
2 weeks ago
Greater London, United Kingdom Alchemy Global Talent Solutions Ltd. Full timeWe are supporting a leading global mobility provider in the search for a Head of Client Services, Global Mobility & Relocation to lead the European region.The Head of Client Services will report into the Vice President, and will take ownership of the UK and Europe, managing the Relocation and Global Mobility solutions teams, focusing on delivering all...
-
Client Onboarding Specialist
6 months ago
London, United Kingdom Britannia Global Markets Limited Full timeJ- Posted by - James Butt- RecruiterRole Overview We are looking for an Onboarding Specialist to join initially on a contract basis with the chance to become permanent. **Responsibilities**: - Review client onboarding documentation to identify discrepancies, missing information, and inconsistencies. - Conduct remediation activities to update client...
-
Client Onboarding Manager
1 month ago
London, Greater London, United Kingdom Barings Full timeJob Title: Client Onboarding/Implementation ManagerAt Barings, we are committed to delivering exceptional client experiences. We are seeking a skilled professional to join our team as a Client Onboarding/Implementation Manager.Job SummaryWe are looking for a highly motivated individual to assist our global client onboarding function. This role will be...
-
Client Onboarding Manager
1 month ago
London, Greater London, United Kingdom Barings Full timeJob Title: Client Onboarding/Implementation ManagerAt Barings, we are committed to delivering exceptional client experiences. We are seeking a skilled professional to join our team as a Client Onboarding/Implementation Manager.Job SummaryWe are looking for a highly motivated individual to assist our global client onboarding function. This role will be...