Hybrid Client Transition & Integration Lead

UNKNOWN; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing benefits

Commuter program

Job summary

Wellington Management seeks a Client Integration Manager to oversee the planning, coordination and oversight of client and fund lifecycle events, including transition activities, with a strong emphasis on risk management and cross-functional collaboration.

The role requires extensive experience in investment management, deep knowledge of custody, fund administration and derivatives, and superior project management and communication skills to coordinate with clients, custodians and vendors.

Qualifications

• 10+ years in the investment management industry.
• Broad knowledge of investment processes, operations, custody, fund administration and securities including derivatives.
• Strong organizational, project planning and execution skills with the ability to lead client events.

Responsibilities

• Oversee planning, coordination and oversight of client and fund lifecycle events and transition activities.
• Evaluate complexity, requirements and risks for each event; coordinate with internal teams and external parties.
• Maintain professional relationships with clients, custodians, accounting agents, outsourcing providers and vendors.

Skills

Investment processes

Custody operations

Fund administration

Derivatives knowledge

Organizational skills

Project planning

Leadership

Communication skills

Client relationships

Risk awareness

Job description

Wellington Management seeks a Client Integration Manager to oversee the planning, coordination and oversight of client and fund lifecycle events, including transition activities, with a strong emphasis on risk management and cross-functional collaboration.

The role requires extensive experience in investment management, deep knowledge of custody, fund administration and derivatives, and superior project management and communication skills to coordinate with clients, custodians and vendors.