Product Onboarding Executive

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Asset Management 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.

We’re recruiting for a Product Onboarding Executive to join the team in Cardiff. Working within with the fund onboarding team, the role of the Product Onboarding Executive will be responsible for onboarding new fund mandates, managing account change events and providing day-to-day and strategic support to Product Onboarding Managers within the team.  

What you’ll be doing:

• Coordinating the operational onboarding of new fund/client mandates, share class launches, and portfolio amendments by partnering with stakeholder teams, ensuring full business engagement and completion of all operational requirements
• Communicating onboarding progress internally and externally, holding regular working group sessions with key stakeholders to monitor and manage timelines and deliverables
• Completing onboarding documentation with input and approval from stakeholders, ensuring all parties receive the necessary fund documentation to support accurate and timely fund setup
• Building and maintaining strong working relationships across LGIM by developing a clear understanding of each business area's function and role in the onboarding process
• Acting as an onboarding consultant by demonstrating technical expertise, understanding client decision-making processes, and mapping key milestones to manage expectations
• Applying and, where appropriate, designing and implementing business processes and procedures to support a risk-controlled, compliant environment within a strong governance framework
• Providing both day-to-day and strategic support to Product Onboarding Managers, contributing to the overall effectiveness and efficiency of the team
• Contributing to the Strategic Target Operating Model (STOM) programme by optimising fund onboarding processes and enhancing cross-functional engagement

Who we’re looking for:

• Basic understanding of investments 
• 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 
• Experience within the investment management or pensions industry 
• Demonstrable track record of dealing with external clients and building significant relationships with internal and external contacts up to and including senior levels 
• Working within Compliance or Legal Departments 

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
• Healthcare Plan (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 (permanent employees only)
• 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

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

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.