What are the responsibilities and job description for the Client Onboarding position at Aditi Consulting?
Payrate: $47.00 - $49.50/hr.
Summary:
Lead the planning, coordination and execution of client and product events at Company’s Investment Management (SSIM) across multiple global regions including
Responsibilities:
- Client fundings for separate accounts and commingled funds
- Client mandate changes
- Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
- Client and Fund liquidations and terminations
- In-kind contributions and withdrawals
- Custodian and Recordkeeper changes
- Contractual review including comments and approvals
- Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
- This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
- Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
- Make adjustments to plan and execution, depending on external needs and internal business policies and standards
- Participate in or lead projects aimed at continually improving the firm’s overall business processes
- Own, along with the Investment team, the process of implementing a client event from an investment perspective
Qualifications:
- Minimum 6 years’ experience in the investment management field with specific focus on investment operations and investment experience
- Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
- Strong desire to continuously improve industry and investment knowledge
- Strong project management skills
- Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
Desired Skills:
- Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
- Ability to take a leadership role in the decision-making process and bringing parties to a consensus
- Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
- Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
- Consistent track record of successfully leading client events
- Excellent written & verbal communications and presentation skills
- Great teammate with a positive attitude
- Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred
Pay Transparency: The typical base pay for this role across the U.S. is: $47.00 - $49.50/hr. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law.
Consent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. These communications may include information about potential opportunities and information. Message and data rates may apply. Message frequency may vary.
You represent and warrant that the email address(es) and/or telephone number(s) you provided to us belong to you and that you are permitted to receive calls, text (SMS) messages, and/or emails at these contacts. You also acknowledge and agree to Aditi Consulting LLC’s use of AI technology during the sourcing process, including calls from an AI Voice Recruiter. AI is used solely to gather data and does not replace human-based decision-making in employment decisions. Calls may be recorded.
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# 25 - 23419
Salary : $47 - $50