Senior Product Onboarding Manager

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 takeon/change related Operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive onboarding of fund/client objectives. Due to the continued growth of the business, a widening of the team’s remit, there is a need to resource the team to effectively support the business’s servicing requirement.

What you'll be doing:

• Providing a support service for new and existing client mandates across the range of product vehicles (pooled and segregated) within LGIM.
• Leading the project from the strategy and development through to full onboarding, observing core project disciplines v co-ordinating the end-to-end onboarding of new fund mandates across the business e.g. obtaining business approval of fund operating documentation; account set-up; identifying and seeking solutions to non-standards requirements etc and preparing the legal and operational groundwork for implementing changes to existing fund mandates
• Project and time managing client/product work in conjunction with other business areas to achieve the funding objectives in an efficient and timely manner, ensuring that all legal, operational and transitional tasks are comprehensively considered and completed
• Providing final quality checks on legal documentation line with fund requirements
• Being instrumental in the reviewing and negotiating client service level standards and reporting requirements
• 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 internal ‘onboarding consultant’ to Distribution and Product team, demonstrating technical ability and understanding and an awareness of the client’s decision making process and investment objectives
• Attending or facilitating (as appropriate) internal/external conference calls and meetings, acting as a business advisor on the requirements for onboarding new product/client mandates and change events, providing progress updates to key stakeholders in the spirit of transparency and collaboration
• Communicating effectively 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 relevant to client change activity. As necessary, attend meetings and conference calls to discuss and report upon onboarding plans and progress

Who we're looking for:

• Strong academic background Degree qualified (preferably 2.1) or equivalent
• Qualifications Desirable IMC Advanced Excel
• Strong overall Investment knowledge including an understanding of the different investment vehicle options Knowledge of current investment, market and economic issues
• Excellent written and verbal communication skills
• Thorough understanding and appreciation of FSA regulations and internal governance framework
• Excellent facilitation and meeting skills, being able to discuss complex/technical concepts
• A track record of Project Management success, with the disciplines and experience of Onboarding funds/products & clients and change events within an asset management environment
• Strong product strategy and derivatives knowledge (including the trading and collateral/margin mechanics of OTC and ETD derivatives)

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.