Take full ownership of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations
Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle
Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
Keep a diligent awareness of business risk and ownership of issues when they arise

Bachelor’s Degree required
Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients
In depth understanding of the Institutional marketplace and the various asset classes and investment product offerings

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Client Onboarding Manager, AVP

Key skills