Meraki Talent
Onboarding Lead - Asset Management
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About the Company
Our client is a world leading financial services organisation providing the full suite of retirement, asset management, insurance, savings and pension solutions.
About the Role
We are looking for a high calibre individual to take the lead on client and agency on-boarding and managing a high performing team of 10 professionals.
We need a dynamic leader to manage the team, enhance processes and procedures and work closely with stakeholders to drive efficiencies.
Responsibilities
- Co-ordinate, mentor and lead a motivated and effective team responsible for on-boarding intermediary firms and advisers.
- Enhance the onboarding risk processes, challenge the status quo and suggest improvements.
- Take the lead on business due-diligence.
- Quality assurance reporting.
- Work with the business to enhance the onboarding process and provide business suitable processes and solutions.
- Keep up to date on regulatory requirements from the FCA and other relevant regulators.
- Take the lead on all projects related to client onboarding, strive to improve processes and procedures and continually look to enhance the offering provided by the team.
- Utilise important MI and Data to ensure management and the board are aware of what challenges are being faced by the team.
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Qualifications
Ideally degree level educated with over 10 years On-boarding and management experience within a fast moving FS Firm.
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Required Skills
- Understanding of the on-boarding regulations, reporting requirements and day to responsibilities of running an on-boarding team.
- Team Management, the ability to inspire and motivate a diverse team dealing with some fast moving client challenges.
- Governance, compliance and risk management understanding.
- Knowledge of LexusNexis, World Check, Thomson Reuters and other systems relevant to due-diligence and on-boarding.
Pay range and compensation package
No specific pay range or compensation
Equal Opportunity Statement
We are committed to diversity and inclusivity.
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