Client Onboarding Manager

Legal & General; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a skilled professional to join their Segregated Client Onboarding Team. You will lead the implementation of client mandates, manage project timelines, and collaborate with various stakeholders. The ideal candidate will have a strong academic background, proven project management experience, and excellent communication skills. This role offers opportunities for professional growth and participation in an annual bonus plan. Flexible working options are available.

Benefits

Annual performance-related bonus

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday with options to buy and sell

Flexible working options

Electric car scheme

Discounts on products and services

Qualifications

• Strong academic background preferred.
• Proven project management experience in asset management.
• Excellent communication skills, capable of explaining complex concepts.
• Understanding of FCA regulations.

Responsibilities

• Lead implementation of client mandates across the business.
• Manage projects and timelines for onboarding events.
• Review and negotiate client service level standards.
• Build relationships across business areas.

Skills

Project management

Investment knowledge

Communication

Problem solving

Relationship building

Education

Degree qualified (2:1 or equivalent)

Job description

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Job Description

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

Qualifications

• 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

Benefits

• 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

Additional Information

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.