Client Onboarding Executive

Were recruiting for aClient Onboarding Executive who will be responsible for onboarding new fund mandates managing account change events and providing daytoday and strategic support to Client Onboarding Managers within the team.

The Client Onboarding Team provides a dedicated endtoend onboarding and change management service within LGIMs Client Service Operations team supporting the full range of product structures and investment services offered by the company. The team is responsible for coordinating all takeon/change related Operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive onboarding of fund/client objectives. Due to the continued growth of the business a widening of the teams remit there is a need to resource the team to effectively support the businesss servicing requirement.

What youll 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 acting as an internal implementation consultant to the client relationship management team demonstrating technical ability and understanding and an awareness of the clients decision making process and investment objectives
• Coordinating the endtoend implementation of new client mandates across the business e.g. obtaining business approval of fund operating documentation setting up accounts identifying and seeking solutions to nonstandard requirements and preparing the legal and operational groundwork for implementing changes to existing client mandates
• Communicating effectively both internally and externally on the progress of onboarding work holding regular working group meeting sessions with key stakeholders to monitor and manage progress
• Providing a Project Management service and taking 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 and helping define the procedures and processes for this function as it transitions to the Client Onboarding team
• Developing a clear understanding of the function of all business areas within LGIM building and maintaining an effective network of strong working relationships within those areas
• Acting as an inward and outward facing onboarding consultant demonstrating technical ability and understanding and an awareness of the clients decisionmaking process and investment objectives. Communicating and mapping key onboarding milestones as necessary to manage and guide expectations
• Rigorously applying and where applicable designing and implementing business processes and procedures to support a riskcontrolled and compliant environment within an effective governance framework. Providing daytoday and strategic support to Client Onboarding Managers within the team

Qualifications :

Who were looking for:

• Ideally experience within or knowledge of the pensions industry
• Experience working within Compliance/Legal Dept desirable 
• Experience training and presenting
• Product/fund strategy & onboarding knowledge
• Experience within the investment management industry preferrable but not essential 
• Demonstrable track record of dealing with external clients and building significant relationships with internal and external contacts up to and including senior levels

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 performancerelated 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. Theres 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 brandnew 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 Information :

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

If you join us youll 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 parttime termtime and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. 

It doesnt matter if you dont 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. 

Remote Work :

No

Employment Type :

Fulltime