Client Onboarding Team Leader

Job title:

Client Onboarding Team Leader

Company

Legal & General

Job description

Company DescriptionLegal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.Job DescriptionThis role and the wider team are 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 objectives.What you’ll be doing:

• Providing a Project Management service and taking accountability for delivering events for new and existing client mandates across the range of product vehicles (pooled and segregated) within LGIM
• Leading the project from the pitch through to full implementation, observing core project disciplines. (co-ordinating the end-to-end implementation of new client mandates, account set-up & identifying and seeking solutions to non-standards requirements)
• Direct managerial responsibility for 3 people within the Client Onboarding team, ensuring delivery of event work to a high standard, oversight and development of direct reports, including regular 1 to 1s and performance discussions
• Playing a key role in oversight of pipeline within the client onboarding team in monitoring the queues and activity completion by the team
• Providing final quality checks on legal documentation and event workflows in line with client requirements & being instrumental in the reviewing/negotiating client service level standards and reporting requirements, including producing MI.
• 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
• Communicating 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
• Maintaining and, where applicable, design and implement, business processes and procedures to support a risk-controlled and compliant environment

QualificationsWho we’re looking for:

• Strong overall Investment knowledge including an understanding of the different investment vehicle options (and current investment, market and economic issues)
• Excellent written and verbal communication skills.
• Experience managing and developing a senior team.
• 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 concepts
• 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)
• Experience of German asset management market including KVGs would be desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Private medical insurance (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional InformationLegal & General is a leading financial services group and major global investor, 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 aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.If you join us, you’ll be part of a welcoming 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.If you’re open to find out more, we’d love to hear from you.

Expected salary

Location

London

Job date

Sat, 20 Jul 2024 01:56:50 GMT

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