Client Onboarding Project Manager

ACCA Careers; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Client Implementation Manager based in London. This role involves managing the onboarding of strategic clients for fund launches, requiring strong project management and client relationship skills. The ideal candidate will have experience in fund launches and a solid understanding of fund accounting processes.

Qualifications

• Experience of fund launches is advantageous.
• Understanding of TTF and LTAF funds beneficial.
• Excellent organizational and analytical skills required.

Responsibilities

• Develop and manage the fund launch project plan.
• Provide implementation support to establish operational models.
• Monitor project performance and communicate with stakeholders.

Skills

Project Management

Client Implementation

Fund Accounting

Leadership

Analytical Skills

Communication Skills

Job description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role

This is a Client Implementation Manager role within the Client Implementation Group. This role, which can be based in London or limerick, is focused on the on boarding of strategic clients who are launching pooled funds with a focus primarily on Tax Transparent funds and Funds that follow LTAF regulations. Oher fund types are also covered when requested.

The candidate should be able to provide comprehensive and extensive project management support to stakeholders in defining and executing the programme.

The candidate should be able to identify and understand the stakeholders’ and client’s needs and assess the risk, assumptions and constraints. This will be a client facing role with the candidate expected to build up productive relationships with internal and external stake holders.

The candidate should be confident, well presented and an agent of change. Prior experience of Fund launches is ideal.

Key Responsibilities

• Developing the fund launch project plan, identifying and scheduling project activities, managing meetings, as well as creating and maintaining other relevant project governance documents.
• Oversees all identified work streams.
• Provides comprehensive and extensive implementation support to manage the establishment of the required operational model.
• Ensures that all work in the plan is completed timely to accomplish the project objectives and launch funds within the clients expected time frames.
• Responsible for monitoring and controlling the work by comparing actual performance with planned performance. Responsible for analysing variances, assessing any trends that can effect progress, evaluating possible alternatives, and to implement appropriate corrective action(s) as needed.
• Responsible for communication, leadership, and management to effectively exchange accurate and relevant information with all project team members.
• Responsible for providing guidance and motivation to team members and project stakeholders and ensuring resources are achieving project objectives.
• Provides project stakeholders and management with status updates, and timely escalation of issues and delays to timelines.

Skills/Qualifications:

• Previous experience of fund launches would be advantageous.
• Understanding of TTF and LTAF funds beneficial
• Experience of fund accounting, transfer agency, custody and tax process or a subset of thereof would be beneficial.
• Experience of Client Implementation and onboarding.
• Multi-disciplinary expert with Project Management knowledge
• Displays an appropriate sense of urgency with the ability to effectively prioritise workload under pressure.
• Highly flexible and adaptable to change.
• Knowledge in developing standards or best practices
• Skills in translating broad strategic intent into tactical plans and directions
• Excellent organizational and analytical skills are required.
• Requires excellent leadership skills and communication skills (both written and oral)
• Demonstrates excellent experience in change initiatives, covering such areas as operations, IT and product development; with a track record of accomplishment in large, complex projects and change initiatives

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.