Senior Consultant, Client Onboarding
Core
Managing new business implementations and fund launches for global custody clients, acting as the primary focal point for transition activities.
Role type
Senior Consultant, Client Onboarding (Custody)
Builds
New custody business implementations and fund launch transitions
Domain
Wealth management / Asset servicing / Custody
Deliverable
client delivery
Required skills
Project management, Business analysis, Negotiation, Analytical skills, Organizational skills, Investment management operations knowledge, Custody systems knowledge
Preferred skills
Investment management qualifications
Technologies
Microsoft Project, Visio, PowerPoint, Excel, Word
Responsibilities
Manage new business implementations and fund launches; Serve as primary client contact for transition issues; Coordinate client servicing and transition teams; Create and maintain transition project plans and onboarding schedules; Identify prospect and client needs; Lead workstream activities across regions; Report progress, risks, and issues to Project Managers and Steering Groups; Ensure adherence to milestones and governance documentation.
Seniority
Senior, hands-on IC
