Client Group Onboarding & Transitions Senior Analyst

Senior Project Analyst

We are seeking a San Antonio-based Senior Project Analyst to join our Client Group Onboarding & Transitions team.

An individual in this position will be responsible for supporting the servicing efforts of our Institutional Investment Management Teams. The Senior Analyst applies a risk-minded approach to organizing strategic solutions as the investment industry evolves. This role requires an individual who thrives in ambiguity and can draw meaningful connections across complex, often evolving transitions. The Senior Analyst must be able to engage fluently with subject matter experts across a range of disciplines while maintaining a broad, strategic view of the end-to-end process.

The most rewarding — and challenging — aspect of this role is navigating an exceptional client experience in an industry that is constantly changing, where the path forward isn't always clearly defined. They will report to a San Antonio TX based Manager and work directly with teams across global locations to support their reporting and client servicing needs.

The Senior Analyst owns and executes the onboarding and transition of AB's institutional client accounts in North America and other regions or client types as needed. Their primary responsibility is to partner closely with the client, Sales Client Manager, Client Service Advisor (CSA), and internal AB partners to onboard-open, modify, and close client accounts; as well as to execute complex cash flows involving transition accounts and/ or securities in-kind.

In this capacity, the Senior Analyst manages and executes tasks in the setup and maintenance of contracts, fees, and account structures. Additionally, the Senior Analyst acts as an escalation point for the Client Group Analyst Team, Client Manager and CSA to assist in solving complicated client issues/ inquiries that require investigation and in-depth solutions. Finally, acting as the Client Group's onboarding and transition subject matter expert, the Senior Analyst partners with Advisors, CSA's, and other AB teams to carry out important client and firm directives with a high degree of accuracy and efficiency.

Act as project manager for client account openings, transitions, and closings, including monitoring opportunity pipelines, evaluating requirements, delivering the client welcome package, establishing service levels, hosting cross-functional calls, managing timelines, and driving the completion of outstanding deliverables across teams

Coordinate the execution of complex client directed cash flows, particularly those involving transition accounts, securities in-kind, and/or new fund launches.

Lead client transitions across multiple phases managing internal and third-party teams; ensure that challenges, issues and risks are closely monitored and escalated appropriately to client service management

Liaise with Client Managers and Client Service Advisors and clients to establish and document implementation requirements. Participate on client calls, sharing expertise when needed.

Contribute to the firm's risk mitigation efforts. Lend expertise and help the Error Coordinators/Risk Managers/ Client Service Manager troubleshoot and resolve errors and incidents impacting client accounts.

In partnership with various groups, continuously review & improve account lifecycle processes. Help manage toolset and documentation, including client welcome package, checklists, and workflow applications.

Collaborate with other implementation teams across the firm to share best practices, raise issues, and develop consistent global processes

Contribute to ensuring metrics are updated and maintained, involved in departmental projects and initiatives, work towards advancing team, department and firm goals.

Individuals with a background in providing Sales support with experience in operations and project management would find this position interesting and view it as an opportunity to advance their experience in their designated fields. This role requires an individual who thrives in ambiguity and can draw meaningful connections across complex, often evolving transitions. The Senior Analyst must be able to engage…