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LOCATION

London

HEAD OF ONBOARDING

The Head of Onboarding is responsible for all aspects of managing the end to end on-boarding, off-boarding and maintenance of new and existing accounts. You will be leading the Onboarding team and be a key part of the GPP client journey.

Responsibilities

  • Co-ordinating the new client pipeline and working with key stakeholders across the firm to agree and meet deadlines for new account openings across all GPP business lines
  • Establish and maintain excellent working relationships with internal teams, to include (but not limited to) Sales, Compliance, Trading, Operations & Legal
  • Manage client communications throughout the process to ensure that all parties are fully informed and that expectations are managed and met. Ensure that key controls are maintained
  • Provide regular necessary onboarding stats for management information purposes and work with finance to ensure revenue reporting is correctly grouped and recorded
  • Take ownership of weekly sales – onboarding meetings
  • Collaborate with tech team and other business areas to drive constant improvements in the onboarding process as well as in the client experience
  • Maintain pipeline of clients onboarding and provide regular detailed and accurate status updates
  • Coordinate internal account setup and ensure timely four eye checks take place
  • Managing responses to Client Due Diligence Requests, collating information from multiple teams where necessary and providing timely responses

Requirements

  • Excellent oral and written communication Skills
  • Knowledge of regulatory requirements surrounding anti-money laundering (AML), Client Money (CASS)
  • Keen interest in the Financial Services Industry
  • Excellent attention to detail
  • A proactive, can-do, customer focused attitude
  • Superior organisational and time management skills
  • Previous experience in the Financial Services Industry

Desirable

  • Previous Experience of Prime Brokerage
  • Understanding of Hedge Fund Strategies and differing fund structure types

Our commitment

Over and above a competitive salary and benefits package, we offer a challenging and rewarding working environment where every employee is part of the team. You will be encouraged to make a tangible difference towards our overall strategy and be rewarded for your achievements. If you're the kind of person that wants to push your own personal boundaries and explore what is possible, then we'd very much like to hear from you.

Contact [email protected] for the full job specification, including details of rewards and benefits. Applications can also be forwarded to [email protected].