Client Group Onboarding Manager

About the role

Partner closely with the Head of Client Onboarding & Strategic Implementation to project manage the onboarding of new Institutional Client mandates, including Segregated Portfolios, Advisory, and Sub-Advisory mandates. Additionally, oversee lifecycle events such as Mergers, Liquidations, Closures, And In-Specie Transfers. Lead the end-to-end implementation of Institutional Client mandates, acting as the primary point of contact throughout the client onboarding journey. You will be responsible for full end-to-end client engagement, coordination, and management until funding. As Client Group Onboarding Manager, develop and maintain the overall client project plan, including key milestones, timelines, and service requirements tailored to the complexity of each mandate. This includes maintaining documentation such as account opening details, product specifications, project plans, and related materials. Conduct control checkpoints and authorise mandates prior to launch. Understand and translate client requirements into comprehensive operating models and target solutions in collaboration with internal stakeholders. These solutions will support bespoke investment offerings and include client service, operational (including technology), and reporting components, leveraging Jupiter's existing systems and capabilities. Ensure all client requirements are clearly understood and appropriately documented, work with internal partners to design, document and secure internal sign-off on proposed solutions. Collaborate across the global business to support client and organisational growth, delivering an exceptional client experience. This role draws on your project management expertise, investment and operational knowledge, client relationship skills, and analytical acumen. Lead internal stakeholder and external client meetings, managing agendas to ensure events are scoped, executed, and delivered within agreed timeframes, while maintaining high standards of client service. Foster effective collaboration across internal teams to maximise expertise and service delivery. Engage with the Institutional team and RFP function during the pre-win phase to ensure client onboarding is clearly communicated. Represent and champion the Client Onboarding team during the Sales Cycle, participating in pitches and due diligence meetings, and leading implementation discussions with internal partners and clients. Represent the Client Onboarding team at senior forums and steering committees. Conduct post-implementation reviews to drive continuous improvement in onboarding practices. Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks. The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential. This includes active listening, understanding client needs, and conveying information in a way that is easy to understand. Building and maintaining positive relationships with clients is essential. Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement. Project Management experience with the ability to manage initiatives concurrently end to end. Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions. Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.

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Company Intel

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