Onboarding Executive

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

The Client Onboarding Team provides a dedicated end-to-end client onboarding and change management service to L&Gs Institutional Business, supporting the full range of product structures offered by the company. The team is responsible for co-ordinating the take-on/mandate change related tasks and activities across the business to ensure that client mandates are implemented comprehensively and in accordance with the client/ consultant’s funding objective(s).

The primary role of the Client Onboarding Executive is to provide support for an ongoing stretegic initiative, the Strategic Target Operating Model (STOM), acting as subject matter expert for the Client Onboarding workflow and activities. This role will be partnering with both the Client Onboarding team to deliver client activity, and project team to feed into requirements for the future state model. As part of this work the successful candidate will play an important role enhancing current workflow tools and processes to set the team up for future success.

What you'll be doing:

• Supporting STOM initiative acting as a conduit between Client Onboarding function and project team, to ensure future business processes align with team responsibilities in an efficient and controlled manner
• Helping design and define business processes and update current Onboarding workflow tools to ensure they align to these. Help devise test scripts, and perform user acceptance testing of new workflow functionality, along with updating processes and supporting training for end users.
• As necessary and as part of training, helping co-ordinate the onboarding and amendment of new fund and client mandates 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, completing 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
• Staying abreast of any enhancements/changes to Onboarding team processes, as well as new products supported, ensuring this is factored into STOM planning
• Providing day-to-day and strategic support to Onboarding Managers within the team

Who we're looking for:

• Strong academic background - Degree qualified (preferably 2.1) or equivalent
• Training and presenting experience
• 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
• Experience drafting legal documentation
• 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
• Knowledge of end to end institutional segregated client onboarding process

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

Legal & General is a leading financial services group and major global investor, 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 aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming 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.

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