Client Onboarding Manager
1 month ago
Job Description
The Client Onboarding Team provides a dedicated end-to-end client onboarding and change management service to LGIM’s Institutional Business, supporting the full range of product structures offered by the company. The team is responsible for co-ordinating the take-on/mandate change related tasks and activities across the business to ensure that client mandates are implemented comprehensively and in accordance with the client/ consultant’s funding objective(s). In addition, the team is absorbing responsibility for the Operational aspects of setups and changes for LGIM funds and their share classes, with an expectation that the individual can help transition these responsibilities in an efficient and controlled manner, whilst identifying opportunities to enhance processes. Provide a Project Management service and take accountability for delivering events for new and existing client mandates across the range of product vehicles (pooled and segregated) within LGIM. Lead the project from the pitch through to full implementation Co-ordinating the end-to-end implementation of new client mandates across the business e.g. obtaining business approval of fund operating documentation; account set-up; identifying and seeking solutions to non-standards requirements etc. Preparing the legal and operational groundwork for implementing changes to existing client mandates Provide a Project Management service and take accountability for delivering the Operational elements of events for new and existing fund structures, working closely with partners across the organisation to ensure successful implementation of any new functions transitioned to the team. Also help define the procedures and processes for this function as it transitions to the Client Onboarding team. Project and time manage client work in conjunction with other business areas to achieve the client’s funding objectives in an efficient and timely manner, ensuring that all legal, operational and transitional tasks are comprehensively considered and completed Provide final quality checks on legal documentation line with client requirements Attend or facilitate (as appropriate) client conference calls and meetings, acting as a business advisor on the requirements for implementing new client mandates and client change, providing progress updates to clients in the spirit of transparency and collaboration Communicate effectively internally and externally on the progress of client work, holding (where required) regular working group meeting sessions with key stakeholders in order to monitor and manage progress relevant to client change activity. As necessary, attend client meetings and conference calls to discuss and report upon implementation plans and progress Contribute to Strategic Target Operating Model (STOM) programme to ensure Client Onboarding processes and engagement with others optimised. Qualifications Essential Strong academic background Degree qualified (preferably 2.1) or equivalen Strong overall Investment knowledge including an understanding of the different investment vehicle options Knowledge of current investment, market and economic issues Excellent written and verbal communication skills Experience onboarding international clients, including working with German KvG Track record of contributing to and driving business transformation projects Thorough understanding and appreciation of FCA regulations and internal governance framework Excellent facilitation and meeting skills, being able to discuss complex/technical concept A track record of Project Management success, with the disciplines and experience of Onboarding new clients and client change within an asset management environment Strong LDI and derivatives knowledge (including the trading and collateral/margin mechanics of OTC and ETD derivatives) Desirable: Detailed Institutional Investment product knowledge and Index funds knowledge Excellent presentation and IT skills IM Advanced Excel Detailed Institutional Investment product knowledge and Index funds knowledge Excellent presentation and IT skills Additional InformationWhen you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. Legal & General is a leading financial services organisation, named in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future. We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. If you’re open to find out more, we'd love to hear from you. Share this article-
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