Client Onboarding Manager

Join our Segregated Client Onboarding Team and play a pivotal role in delivering exceptional onboarding and change management services for institutional clients. You’ll work across diverse product structures and asset classes, ensuring client mandates are implemented seamlessly and in line with funding objectives. This is an opportunity to collaborate with stakeholders across the business, influence processes, and make a real impact in a leading asset management firm

What you’ll be doing:

• Leading end-to-end implementation of new segregated client mandates across the business
• Co-ordinating legal, operational and transitional tasks to achieve client funding objectives
• Managing projects and timelines to deliver successful onboarding events
• Reviewing and negotiating client service level standards and reporting requirements
• Building strong relationships across business areas and driving process improvements
• Acting as an internal consultant to relationship managers, providing technical expertise
• Facilitating client meetings and calls, providing transparent progress updates
• Maintaining and enhancing processes to support a risk-controlled and compliant environment

Who we’re looking for:

• Strong academic background, ideally degree qualified (2:1 or equivalent)
• Proven track record in project management within an asset management environment
• Solid investment knowledge across different vehicle options and asset classes
• Excellent communication and facilitation skills, able to explain complex concepts clearly
• Experience in client onboarding and change management for institutional clients
• Ability to build collaborative relationships and influence outcomes effectively
• Highly organised, proactive and detail-focused with strong problem-solving skills
• Understanding of FCA regulations and governance frameworks

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
• Healthcare Plan (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 (permanent employees only)
• 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

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

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.