Asset Management

Posted 3 months ago

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Client Implementation Manager (FTC, 12 months) based in London within Schroders' UK Client Service Group. The role leads complex client implementation and lifecycle activities, coordinating transitions, onboarding and project plan delivery across internal teams and external partners. It is client-facing, requiring strong stakeholder management, adherence to policies, and the ability to deliver seamless asset delivery and services. This fixed-term contract offers broad exposure to client lifecycle activities, governance and strategic initiatives within the Client Implementation and Lifecycle team.

Compensation: Not specified GBP
City: London
Country: United Kingdom

Full Job Description

Location: London, United Kingdom

Client Implementation Manager

Business Area: UK Client Service Group

Location: London

Reporting to: Global Head of Client Implementation

Job title: Client Implementation Manager FTC (12-months)

*This position is a fixed term contract for up-to 12-months*

About Schroders

Were a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And weve been around for over 200 years but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. Were close to our clients, in the heart of the UKs financial centre and we have everything we need to work flexibly.

The team

The Client Implementation and Lifecycle (CIL) Team report to the Head of UK Client Service Group. A dedicated team (supporting client lifecycle activities for all segregated mandate activity within UK, EMEA and US.

The CIL Team ensure individual client requirements, regulations and lifecycle event complexities are accurately assessed, understood and appropriately project managed. The CIL Team strives to provide a market leading lifecycle event management service.

This role offers broad exposure to internal stakeholders and is client facing lead for all activity that falls within the teams remit.

What you'll do

Below is a list of responsibilities of the CIL Team.

Lead on complex projects involving alternative asset classes, OTC/ETD derivative usage and/or non-standard Schroders processes, project managing client activities whilst ensuring all internal parties deliver to the agreed timelines and keeping stakeholders informed of progress
Production of Project implementation plan & client facing documents to track and monitor progress
Develop and execute transition implementation plans / runbooks for Client activity ensuring seamless integration and safe delivery of assets
Provide a market leading Implementation service
Coordinate the review and execution of client legals and to actively seek to understand the client mandate and have consideration about all commercial aspects of the relationship
Strict adherence to Schroders policies and procedures
Lead contact and liaison person for Clients, Consultants, other asset managers and where appropriate with third party providers such as Custodians, Administrators and Transfer Agents
Lead on strategic and wider business change initiatives impacting the CIL Team, representing Client Group at working groups and/or steering committees
Build strong relationships with the Client Group ensuring the client owners and Centres of Excellence are informed, sharing knowledge through procedures, papers and training & awareness sessions
Support the business development process for RFPs, Pitches, Client training sessions and attending client meetings as appropriate.
Seek to understand Schroders investment operational processes
Build rapport and relationships with key internal stakeholders
Uphold and support the values and brand of Schroders to our clients
Maintain knowledge of the regulatory landscape
Support the implementation of strategic and product initiatives
Have or seek to develop an enhanced understanding of investment strategies and Schroders products and solutions
Carry out other duties as assigned

The knowledge, experience and qualifications you need

Understanding of client lifecycle activities along with understanding of fund operations and investment administration and its importance in the context of the sales process
Detailed experience in either transitions or onboarding
Understanding of Institutional Clients
Understanding a variety of fund structures and their operation
A good understanding of variety of asset classes
A good understanding of custody, transfer agency and fund administration
Good communication skills (both verbal and written) in order to deliver Schroders messages coherently and confidently to external parties
Confidence to question existing strategies, policies and procedures and input into any strategy discussions
IT skills, detailed wording knowledge of MS applications, Excel, Word and PowerPoint
Confidence to lead project calls and/or meetings with internal and external stakeholders
Problem solving and relationship management skills

The knowledge, experience and qualifications thatll help

Experience in operational risk management and control
Awareness of competitor offerings and wider market trends
Project management experience and/or qualifications (waterfall or agile methodology)

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic

Full Job Description

Location: London, United Kingdom

Client Implementation Manager

Business Area: UK Client Service Group

Location: London

Reporting to: Global Head of Client Implementation

Job title: Client Implementation Manager FTC (12-months)

*This position is a fixed term contract for up-to 12-months*

About Schroders

Were a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

The base

We moved into our new HQ in the City of London in 2018. Were close to our clients, in the heart of the UKs financial centre and we have everything we need to work flexibly.

The team

This role offers broad exposure to internal stakeholders and is client facing lead for all activity that falls within the teams remit.

What you'll do

Below is a list of responsibilities of the CIL Team.

Lead on complex projects involving alternative asset classes, OTC/ETD derivative usage and/or non-standard Schroders processes, project managing client activities whilst ensuring all internal parties deliver to the agreed timelines and keeping stakeholders informed of progress
Production of Project implementation plan & client facing documents to track and monitor progress
Develop and execute transition implementation plans / runbooks for Client activity ensuring seamless integration and safe delivery of assets
Provide a market leading Implementation service
Coordinate the review and execution of client legals and to actively seek to understand the client mandate and have consideration about all commercial aspects of the relationship
Strict adherence to Schroders policies and procedures
Lead contact and liaison person for Clients, Consultants, other asset managers and where appropriate with third party providers such as Custodians, Administrators and Transfer Agents
Lead on strategic and wider business change initiatives impacting the CIL Team, representing Client Group at working groups and/or steering committees
Build strong relationships with the Client Group ensuring the client owners and Centres of Excellence are informed, sharing knowledge through procedures, papers and training & awareness sessions
Support the business development process for RFPs, Pitches, Client training sessions and attending client meetings as appropriate.
Seek to understand Schroders investment operational processes
Build rapport and relationships with key internal stakeholders
Uphold and support the values and brand of Schroders to our clients
Maintain knowledge of the regulatory landscape
Support the implementation of strategic and product initiatives
Have or seek to develop an enhanced understanding of investment strategies and Schroders products and solutions
Carry out other duties as assigned

The knowledge, experience and qualifications you need

Understanding of client lifecycle activities along with understanding of fund operations and investment administration and its importance in the context of the sales process
Detailed experience in either transitions or onboarding
Understanding of Institutional Clients
Understanding a variety of fund structures and their operation
A good understanding of variety of asset classes
A good understanding of custody, transfer agency and fund administration
Good communication skills (both verbal and written) in order to deliver Schroders messages coherently and confidently to external parties
Confidence to question existing strategies, policies and procedures and input into any strategy discussions
IT skills, detailed wording knowledge of MS applications, Excel, Word and PowerPoint
Confidence to lead project calls and/or meetings with internal and external stakeholders
Problem solving and relationship management skills

The knowledge, experience and qualifications thatll help

Experience in operational risk management and control
Awareness of competitor offerings and wider market trends
Project management experience and/or qualifications (waterfall or agile methodology)

We recognise potential, whoever you are

Client Implementation Manager - FTC (12-months)

Full Job Description

SIMILAR OPPORTUNITIES

Client Implementation Manager - FTC (12-months)

Full Job Description

SIMILAR OPPORTUNITIES