Onboarding Lead - Asset Management

Our client is a world leading financial services organisation providing the full suite of retirement, asset management, insurance, savings and pension solutions.

About the Role:

We are looking for a high calibre individual to take the lead on client and agency on-boarding and managing a high performing team of 10 professionals.

We need a dynamic leader to manage the team, enhance processes and procedures and work closely with stakeholders to drive efficiencies.

Responsibilities:

• Co-ordinate, mentor and lead a motivated and effective team responsible for on-boarding intermediary firms and advisers.
• Enhance the onboarding risk processes, challenge the status quo and suggest improvements.
• Take the lead on business due-diligence.
• Quality assurance reporting.
• Work with the business to enhance the onboarding process and provide business suitable processes and solutions.
• Keep up to date on regulatory requirements from the FCA and other relevant regulators.
• Take the lead on all projects related to client onboarding, strive to improve processes and procedures and continually look to enhance the offering provided by the team.
• Utilise important MI and Data to ensure management and the board are aware of what challenges are being faced by the team.

Qualifications:

Ideally degree level educated with over 10 years On-boarding and management experience within a fast moving FS Firm.

Required Skills:

• Understanding of the on-boarding regulations, reporting requirements and day to responsibilities of running an on-boarding team.
• Team Management, the ability to inspire and motivate a diverse team dealing with some fast moving client challenges.
• Governance, compliance and risk management understanding.
• Knowledge of Lexus Nexis, World Check, Thomson Reuters and other systems relevant to due-diligence and on-boarding.

Pay range and compensation package

No specific pay range or compensation

Equal Opportunity Statement

We are committed to diversity and inclusivity.