Job Description:

- Coordinate key clients and partners to successfully onboard new Company funds and Institutional accounts globally. Partner with product development and other business partners by representing Company during new retail product launches and discussions globally.

Responsibilities of the Onboarding Manager?

New Business Services:

- Ensure the successful set up and launch of all Company Funds and Institutional Accounts by coordinating and working with Company, internal business partners and clients.

- Co-ordination of other significant events, e.g., complex in/out-species and account closures

- Establish operational teams and forums to facilitate communication and set up of new funds and accounts.

- Identify new product issues and challenges quickly and mobilize key decision makers to identify solutions.

- Build and foster relationships with key clients and operational business partners including:

- Institutional Sales & Client Services

- Institutional Marketing Support

- Retail Sales

- Product Development

- Portfolio Management

- Work with clients and partners to proactively identify future product and service requirements.

- Keep up to date with industry and competitor developments, service, systems, and support trends.

- Provide regular status reports of all new products, issues, and industry trends to Company, clients, and other departments.]

Other Duties :

- Participation or leadership of other projects as required by the Senior Management of New Business Service

Required skills:

- Minimum of 5 years management and / or consulting experience

- Solid knowledge of investment management and financial services industry experience

- Comprehensive background and understanding of front, middle, and back-office functions and processes.

- Excellent written and verbal communication skills.

- Strong interpersonal skills

- Strong employee development skills

- Strong attention to detail and quality

- Strong operational, service, and business insight (AMC knowledge preferred)

- Ensures solutions are consistent with organization objectives and client needs.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.