Investment Onboarding & Transitions Lead (Hybrid)

Marsh; New York (NY); Hybrid; USD 68.000 - 137.000; Vollzeit

Benefits dieser Stelle

Health and welfare benefits

Tuition assistance

401K retirement plan

Employee assistance programs

Hybrid work model

Zusammenfassung

Marsh is seeking a talented professional to join our Investments and Retirement team based in New York. This hybrid role requires being in the office at least three days per week.

You will lead client onboarding, strategy launches, and restructures, and you will design end-to-end transition plans covering client needs, internal data requirements, and technology changes. You will collaborate with operations, Legal, and external providers to ensure smooth implementations.

Qualifikationen

• At least 5 years' relevant investment operations or implementation experience.
• Proven experience with project management of complex client implementation and transition projects.
• Bachelor’s degree in finance, economics or business-related field.

Aufgaben

• Project manage and coordinate all aspects of client onboarding, strategy launches/closures, and restructures.
• Create and oversee full end-to-end transition plans and runbooks covering client requirements, internal data/system needs, procedures changes and technology requirements.
• Coordinate with operations and external outsourced providers to manage changes safely.
• Support Legal with client documentation and trading/onboarding for new agreements and custody/clearing requirements.
• Contribute to post-implementation reviews and capture lessons learned.
• Build and maintain relationships with key stakeholders, provide status updates, and escalate issues as needed.
• Manage multiple concurrent events (onboarding, account opening, market openings).
• Coordinate with US regulatory and compliance teams on implementation requirements.

Kenntnisse

Project management

Client onboarding

Stakeholder management

Multi-project handling

Regulatory knowledge

Investment operations

Ausbildung

Bachelor's degree in finance

Tools

Charles River OMS

Bloomberg

SmartSheets

Jobbeschreibung

Marsh is seeking a talented professional to join our Investments and Retirement team based in New York. This hybrid role requires being in the office at least three days per week.

You will lead client onboarding, strategy launches, and restructures, and you will design end-to-end transition plans covering client needs, internal data requirements, and technology changes. You will collaborate with operations, Legal, and external providers to ensure smooth implementations.