As a **Third Party Onboarding Associate** in Mumbai, you'll lead a team delivering core third-party onboarding services, ensuring quality and meeting service level agreements. Responsibilities include setting team priorities, coaching team members, owning day-to-day client onboarding, and managing third-party provider relationships. You'll design and certify connectivity via SWIFT and secure file transfer protocol, while also planning and running user acceptance testing. Primarily, you'll translate current operating models into a target operating model, driving onboarding plans across functions. Required skills span team management, trade lifecycle knowledge, SWIFT messaging experience, and strong communication skills in Excel and PowerPoint.
Full Job Description
Location: Mumbai, Maharashtra, India
Make your mark shaping client onboarding and migration outcomes while growing your leadership career in a global, cross-functional team.
As a Third-Party Onboarding Team Leader within Investment Middle Office, you manage a team delivering core third-party onboarding services for clients globally. You set priorities, capacity plans, service level agreements, and quality standards while serving as the day-to-day onboarding point of reference for select client relationships. You translate current operating models into a target operating model with clear scope, timelines, and acceptance criteria, partnering across functions to execute onboarding plans.
Job Responsibilities:
Lead and develop a small team delivering third-party onboarding services across a portfolio of clients and providersSet team priorities, capacity plans, and objectives to meet agreed service level agreements and quality standardsAllocate work, run structured daily and weekly forums, and remove delivery blockers to maintain momentumCoach team members on stakeholder management, problem solving, and consistent quality and documentation practicesOwn day-to-day onboarding delivery for select client relationships, clarifying scope, sequencing, timelines, and acceptance criteriaEstablish and manage working relationships with third-party providers to drive adoption of the target operating modelPartner with Product, Operations, Reference Data, Testing, and Technology to define scope and execute onboarding plansDesign, coordinate, and certify connectivity via SWIFT and secure file transfer protocol, resolving bespoke formats where neededPlan and run user acceptance testing, including defect triage, with clear entry and exit criteria and transparent quality gatesMaintain dashboards and executive-ready reporting that show progress, quality, and service level agreement adherenceIdentify risks and issues early, drive resolution across stakeholders, and enhance processes and controls through continuous improvementRequired qualifications, skills, and capabilities:
Experience managing and coaching a small delivery team (35 people) with clear quality standards and service level agreementsExperience setting priorities, planning capacity, and allocating work across multiple concurrent onboarding effortsKnowledge of the trade lifecycle, cash management, and corporate actions across multiple product typesExperience working in custody, including operational processes, service models, and controlsExperience with SWIFT messaging and connectivity troubleshooting with third-party providersExperience managing secure file transfer protocol connectivity design and certification activitiesExperience planning and executing user acceptance testing, including defect triage and quality gatesAbility to translate current-state operating models into a target-state onboarding approach with clear scope and acceptance criteriaStrong written and verbal communication skills for daily delivery forums and executive-ready updatesAdvanced skills in Excel and PowerPoint for dashboards, metrics, and stakeholder reportingPreferred qualifications, skills, and capabilities:
Experience resolving non-standard data formats used in custody and fund operations onboardingExperience building and maintaining onboarding dashboards and metrics used for governance reportingExperience using Alteryx for operational reporting and analysisExperience using Tableau for dashboarding and visualizationExperience using a workflow or portfolio tool to manage plans, dependencies, and evidence consistentlyMumbai-based / Mumbai location references
Lead global thirdparty onboarding, managing analysts and connectivity testing to deliver consistent client migrations.
