Product 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 Product Onboarding Team provides a dedicated end-to-end onboarding and change management service within LGIM’s Client Service Operations team, supporting the full range of product structures and investment services offered by the company. The team is responsible for co-ordinating all take-on/change related Operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive onboarding of fund/client objectives.

What you'll be doing:

• 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, 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
• 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 applying 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 STOM 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

Who we're looking for:

• Strong academic background
• Degree qualified (preferably 2.1) or equivalent
• IMC (or prepared to study for the qualification)
• 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
• Working within the pensions industry
• Product/fund strategy & onboarding knowledge
• Experience within the investment management industry

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 (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 

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.