Client Implementation Manager
Core
Leads institutional client and proprietary product onboarding activities and manages lifecycle change events (transitions, terminations) for investment vehicles including Separate Accounts and Sub-Advised accounts.
Role type
Senior IC Client Implementation Manager
Builds
Operational readiness for new institutional clients and product launches (ETFs, mutual funds)
Domain
Asset Management / Institutional Investment Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project management, cross-functional leadership, stakeholder liaison, process improvement, regulatory compliance navigation, vendor engagement, multi-priority management
Preferred skills
Institutional client onboarding expertise, investment management operations knowledge, Separate Accounts/commingled products experience, Onboarding Workflow tools proficiency
Technologies
Onboarding Workflow tools, Project management systems
Responsibilities
Oversees and manages Onboarding and Change Activities for Clients; Partners with Stakeholder Teams to deliver solutions; Leads internal initiatives to improve client operations processes; Communicates with complex clients and service providers to ensure regulatory compliance; Coordinates transitions and terminations throughout the client lifecycle.
Seniority
Senior, hands-on IC
