Institutional Client Onboarding & Change Lead

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

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.