Onboarding Executive

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future

• Co-ordinating the onboarding of new fund/client mandates, share class launches and existing portfolio amendments in partnership with impacted stakeholder teams, ensuring that the business is fully briefed and engaged, and all legal, operational, compliance and transitional requirements are comprehensively identified, tasked and completed. The Onboarding Executive is accountable for actively steering the course of progress and resolving impediments
• Communicating effectively both internally and externally on the progress of onboarding work, holding (where required) regular working group meeting sessions with key stakeholders in order to monitor and manage progress.
• With the input and approval of internal and external stakeholders, complete any onboarding documentation required in remit of role linked onboarding the new fund, while ensuring all relevant stakeholder have relevant fund documentation to complete fund set-up.   Creative and lateral thinking abilities are critical, as well as the ability to act as a business guardian, considering always LGIM’s standard service and operational capabilities
• Developing a clear understanding of the function of all business areas within LGIM, building and maintaining an effective network of strong working relationships within those areas
• Acting as an inward and outward facing ‘onboarding consultant’, demonstrating technical ability and understanding and an awareness of the client’s decision making process and investment objectives. Communicate and map key onboarding milestones as necessary to manage and guide expectations.
• Rigorously apply and, where applicable, design and implement, business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. 
• Providing day-to-day and strategic support to Onboarding Managers within the team
• Providing strategic support as part of project supporting onboarding specialist and team in delivering testing and updates to various forums and workstreams. Being actively involved in completing modelling and design for IT platform Pega.

Essential:

• Basic understanding of investments
• Strong academic background (Degree qualified)
• IMC (or prepared to study for the qualification)
• Knowledge of current investment, market, regulatory and economic matters
• Strong interpersonal and communication skills with the ability to communicate, influence and operate at a senior management level

Desirable:

• Working within the pensions industry /  Compliance/Legal Dept
• Training and presenting
• Product/fund strategy & onboarding knowledge
• Experience within the investment management industry
• Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels
• Advanced Excel
• Project Management/Co-ordination experience/responsibilities
• Presentation skills
• Must possess a good level of ‘gravitas’ and maturity
• Highly team-orientated
• Work to and share best practice
• Highly organised & high attention to detail
• Proactive and proven to work on your own initiative
• Client focussed
• Ability to work effectively under pressure

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. 

Legal & General is a leading financial services organisation, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.  

We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.  

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.  

We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 

If you’re open to find out more, we'd love to hear from you.