Senior Associate, Onboarding and Transition Management, Client Lifecycle Management
Core
Manage the end-to-end onboarding, offboarding, and transition lifecycle for RBC BlueBay's pooled funds, segregated mandates, and CLOS by coordinating internal and external stakeholders.
Role type
Senior Associate, Client Lifecycle Management
Builds
Client onboarding and transition workflows for pooled funds and segregated mandates
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
stakeholder coordination, process automation, regulatory compliance, client communication, workflow tool proficiency (ServiceNow), investment industry experience, equities and fixed income knowledge
Preferred skills
fund structures knowledge (UCITS, Cayman Trusts), legal contract understanding (IMAs, ISDA), ESG/sustainability interest
Responsibilities
Coordinate all stakeholders through the client onboarding journey, manage client requests as central point of contact, identify workflow automation opportunities, collaborate with Product Development, Investment teams, and infrastructure groups (Legal, Fund Accounting, IT, Compliance), maintain policy and procedure documents for audit requirements
Seniority
Senior, hands-on IC