Global Head of Client OnBoarding

Legal & General Investment Management is the global asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world.​

​As one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.16 trillion* ($1.47tn, €1.35tn, CHF 1.31tn), LGIM works with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors.​

​For more than 50 years, LGIM has built its business through understanding what matters most to its clients and transforming this insight into valuable, accessible investment products and solutions. LGIM provides investment expertise across the full spectrum of asset classes including fixed income, equities, commercial property, and cash. Its capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.

To lead the delivery of key client facing operational services to clients across Institutional & Wholesale channels to support LGIMs client retention and growth objectives. Focused on ensuring we deliver our key service capabilities whilst driving efficiencies, scalability & automation. Driving the evolution of global functions to meet the firms’ strategic objectives.

• Lead the Client & Fund Onboarding function globally, currently 60 colleagues, in the delivery of these key services to our clients and their consultants and advisors.
• Client & Product Onboarding
  • Coordinate new mandate onboarding and implementation across regions into LGIM and any subsequent client directed change to grow and retain revenue
  • Identify complexities and partner with the business to onboard
  • Own the onboarding and change for LGIMs product business ensuring we can continue to secure new revenue sources
• Design the operating model with the Head of Global Client Service Operations and their senior leadership team. Partnering with stakeholders in Distribution, Investment and Operations to refine and evolve the operational client service proposition across channel, region, product and client segment. Aligning with client strategy, value and costs. Integrate teams and deliver an improved global model and experience.
• Nurture a strong understanding of the evolving global sales strategy, associated impacts & pipeline by partnering with the leadership team across Global Client Service Operations, Product and Distribution. Enabling ability to assess & address the impact on the operating model of the firm, any development required and any risks that need to be addressed.
• Partner with peers & leaders across the business to ensure they have appropriate insight and develop their teams to meet the ongoing and changing demands of our clients and the Global Client Service Operations strategy.
• Build out the operating model to enable optimal delivery of service in a scalable, efficient and risk-controlled manner. Drive new ways or working focused on data capture, governance, automation and operating model design, service improvements to provide an enhanced client experience. Ensuring a global approach and partnering with data and technology teams.
• Engage and initiate strategic projects to drive the future vision of the function and align to LGIM’s strategy.
• Lead and foster a strong client service focused culture and drive other teams to meet you there. Identify improvements to the client experience and evolve and design teams to meet our CX goals and step into digital transformation and self-service tooling.
• Create a positive culture for health & wellbeing and drive the LGIM agenda.

A level or degree

Wide ranging knowledge of investment management service and product

10+ years of business management or operational experience

Minimum of 10 years people management experience