Client Implementation Associate (Client Onboarding)

Title: Client Implementation Associate (Client Onboarding)

Location: Boston MA (Hybrid 3 days a week)

Duration: 12+ Months

Job Description:

As the Client Implementation Associate, you will:

Lead the planning, coordination and execution of client and product events Global Advisors (SSGA) across multiple global regions including:

Client fundings for separate accounts and commingled funds

Client mandate changes

Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products

Client and Fund liquidations and terminations

In-kind contributions and withdrawals

Custodian and Recordkeeper changes

Contractual review including comments and approvals

Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes

This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event

Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed

Make adjustments to plan and execution, depending on external needs and internal business policies and standards

Participate in or lead projects aimed at continually improving the firm’s overall business processes

Own, along with the Investment team, the process of implementing a client event from an investment perspective

These skills will help you succeed in this role:

Minimum 10 years’ experience in the investment management field with specific focus on investment operations and investment experience

Deep understanding of complex investment issues, processes and vehicles and how these relate to client events

Strong desire to continuously improve industry and investment knowledge

Strong project management skills

Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints

Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization

Ability to take a leadership role in the decision-making process and bringing parties to a consensus

Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives

Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives

Consistent track record of successfully leading client events

Excellent written & verbal communications and presentation skills

Great teammate with a positive attitude

Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred

Questions:

What are the top 3 must-haves you will be looking for in the resumes/interviews for this role? What type of software skills is an absolute must have? 1) Investment Operations Experience, 2) Project Management Skills and 3) Analytical skills and Critical Thinking to derive resolutions.

What are the top 3 “nice to have” that would separate a successful candidate from their competition? 1) Client Facing Experience; 2) Investment Knowledge and 3) Strong Communication Skills

What type of background would you like this person to have? How many years of experience are required? This person should have a strong investment operations background, as well as financial service industry knowledge. The candidate should have 10+ years of industry experience in Investment Operations or Onboarding roles.

What are the working hours, time zone? 9 AM to 5 PM EST