HYBRID ROLES - 3 DAYS ONSITE
Hello
Would this role interest you or know someone who might be?
Title: Global Asset Management Client Operations Manager
Hybrid Roles: 3 days Onsite - Atlanta, GA, 30309 (preferred) or Houston, TX 77046
Type: 6+Month Contract (FTE potential for the right candidate)
Pay Rate: $52/hr on W2 - No C2C or 1099 or TN Visa or F1 (CPT or OPT) at this time.
If interested, please email your resume to:
Looking for a Global Asset Management Client Operations Manager from Investment Management or Financial Services environment to manage onboarding and offboarding of Clients.
Responsibilities:
Lead workflow management of onboarding and transition activities for new, active and terminating clients and funds including updating various systems with activities related to a launch or transition and where appropriate making operational recommendations.
Organize and lead regular and ad hoc meetings with internal and external parties to support new and existing account onboarding and transition mandates and projects including following up with minutes and action items post meetings
Act as central point of contact for institutional clients related to all of their operational requests.
Establish strong working relationship with internal teams; Trading, Legal, Compliance, Investment teams, Trust Company, and Operations to help drive client servicing as well as onboarding and offboarding clients.
Act as primary conduit between Relationship Managers (RMs) and Investment Services (IS) teams; working to provide strategic solutions and facilitating client's operational issues to resolution.
Field and respond to client requests, in a timely and accurate manner, liaising with appropriate areas of the business as necessary
Provide strong leadership, monitoring, and oversight, of the operational processes impacting client accounts and improving on internal processes where needed
Contribute to the firm's Client Order Management process and execute with new client mandates.
Work Experience / Knowledge:
8+ years of direct Operations experience in the asset management industry.
5+ years of Account OnBoarding and/or Transitions experience in the asset management industry.
Understanding of account onboarding requirements in the asset management industry.
Account Transitions specifically account openings, closures, and transfers-in-kind.
Must have a strong understanding of investment operations, retail and institutional distribution channels, regulatory issues and systems.
Ability to conduct complex analysis and present data in a meaningful way, review processes and make enhancements
Advance user of MS Excel.
Experience hosting calls with management teams and comfortable being client facing.
Experience or knowledge about derivatives.