CLIENT ONBOARDING MANAGER

Job Description

Company DescriptionThe world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positivelong-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients complex and evolving investment needs,our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. Were focused on continuously innovating our investment products, maintaining our reputation as expertsacross all asset classes, and striving to build a more responsible and sustainable future. Job DescriptionThe Client Onboarding Team provides a dedicated end-to-end client onboarding and change management service to LGIMs Institutional Business, supporting the full range of product structures offered by the company. The team is responsible for co-ordinating thetake-on/mandate change related tasks and activities across the business to ensure that client mandates are implemented comprehensively and in accordance with the client/ consultants funding objective(s). In addition, the team is absorbing responsibility forthe 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 functionstransitioned 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 clients 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 andcollaboration
• 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.

QualificationsEssential

• 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, well commit to you too. That means well recognise and reward your hard work, your performance and your contribution. If you join us, youll 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. Were also proud to offer competitive family leave. Youll 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 storesand online offerings. The brand with the brolly is choosing today to change tomorrow. Since 1836, weve grown to become one of the worlds largest asset managers, homebuilders, pension providers and insurance brands. Were all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet. We need people who share our ambitions, agility and entrepreneurial spirit to help us do it. At L&G, youll find a balance that helps you be your best. Empowered by hybrid working, were supported by technology and workplaces that enable us to work effect