Manager, US Client Onboarding, L&G – Asset Management, America

About the role

Manage the day-to-day activities of the onboarding team, ensuring timely and accurate delivery across client, product, and counterparty onboarding processes.

Partner with global onboarding and Client Service Operations teams to support alignment of processes, share best practices, and contribute to consistent execution across regions while accommodating local market needs.

Oversee pipeline tracking and prioritization, working with internal stakeholders to align on timelines and manage expectations.

Monitor team capacity and workload, adjusting priorities as needed to meet business demands and deadlines.

Act as a point of escalation for onboarding issues, ensuring risks and challenges are addressed promptly and escalated where appropriate.

Partner with internal teams (Distribution, Legal, Compliance, Investments, and CSO) to support effective onboarding execution and issue resolution.

Support hiring, training, and development of team members to ensure the right capabilities are in place.

Foster a positive and collaborative team culture, ensuring engagement, accountability, and strong performance.

Ensure adherence to operational controls, risk frameworks, and regulatory requirements.

Contribute to continuous improvement initiatives, identifying opportunities to enhance processes, efficiency, and client experience.

Support the implementation of key programs and ensure alignment with onboarding processes.

Maintain strong relationships with key internal stakeholders to ensure transparency and alignment on onboarding progress and priorities.

Provide input into client experience improvements by incorporating feedback from stakeholders and clients.

Responsibilities

• Manage the day-to-day activities of the onboarding team, ensuring timely and accurate delivery across client, product, and counterparty onboarding processes.
• Partner with global onboarding and Client Service Operations teams to support alignment of processes, share best practices, and contribute to consistent execution across regions while accommodating local market needs.
• Oversee pipeline tracking and prioritization, working with internal stakeholders to align on timelines and manage expectations.
• Monitor team capacity and workload, adjusting priorities as needed to meet business demands and deadlines.
• Act as a point of escalation for onboarding issues, ensuring risks and challenges are addressed promptly and escalated where appropriate.
• Partner with internal teams (Distribution, Legal, Compliance, Investments, and CSO) to support effective onboarding execution and issue resolution.
• Support hiring, training, and development of team members to ensure the right capabilities are in place.
• Foster a positive and collaborative team culture, ensuring engagement, accountability, and strong performance.
• Ensure adherence to operational controls, risk frameworks, and regulatory requirements.
• Contribute to continuous improvement initiatives, identifying opportunities to enhance processes, efficiency, and client experience.
• Support the implementation of key programs and ensure alignment with onboarding processes.
• Maintain strong relationships with key internal stakeholders to ensure transparency and alignment on onboarding progress and priorities.
• Provide input into client experience improvements by incorporating feedback from stakeholders and clients.

Requirements

• 10+ years of relevant experience
• Solid understanding of investment products and onboarding processes within Asset Management.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Effective communication and interpersonal skills, with the ability to work collaboratively across teams.
• Prior experience managing or supervising teams within the Investment Management industry.
• Experience working in onboarding, implementation, or client service operations.
• Demonstrated ability to manage operational processes and drive improvements at a team level.

Qualifications

• Master's degree in Finance, Business Administration, or a related field.
• CPA, CFA, or equivalent certifications preferred.

Skills

• Excellent project management and organizational skills.
• Strong leadership and team management abilities.
• Proven ability to manage and mentor a team.
• Ability to work effectively in a fast-paced, dynamic environment.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Knowledge of regulatory requirements and compliance standards.

Benefits

• Competitive salary range of $120,000 - $140,000 yearly.
• Hybrid work schedule.
• Comprehensive benefits package including health insurance, short-term and long-term disability, dental and vision coverage, life insurance, and retirement plans.
• Additional voluntary programs such as accidental injury, critical illness, hospital indemnity insurance, and pet insurance.

Pay

• $120,000 - $140,000 yearly

Schedule

• Hybrid