As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America. You will also be part of, and collaborate with, a talented team focused on managing events to match the investment goals of our clients in an efficient, helpful and timely manner.
To be successful, you will need to develop a thorough understanding of SSIM’s investment and operational capabilities, as well as our breadth of service offerings. Due to the complex and continually evolving client relationships and goals, the most successful Client Onboarding Managers are agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing and other internal teams to achieve deadlines and develop a comprehensive working knowledge of the business and industry. As SSIM invests in technology you will be immersed in our efforts toward automation, efficiencies and creative thinking to achieve better ways of interacting with our clients and each other.
This role is part of the Client Coverage Group and you will report to the Head of Client Onboarding and Contracting in Boston.
As a Client Onboarding Manager you will:
Take full ownership of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations
Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle
Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
Keep a diligent awareness of business risk and ownership of issues when they arise
These skills will help you succeed in this role
Significant knowledge of the institutional asset management industry
Adaptive approach to an ever-changing institutional market landscape and a willingness to embrace the gray
Proven experience navigating complex client relationships and liaising with individuals at all levels of an organization
Demonstrated analytical skills and thoughtful approaches to tasks and new situations
Effective project leadership across multiple working groups both internally and externally to achieve our clients’ expectations
Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
Outstanding attention to detail, extremely accurate and well organized
Nimbleness towards technology so as to successfully use and adapt to multiple existing and new systems
Superb verbal and written communication skills
A willingness to learn, collaborate and take on additional responsibilities
A positive, can-do attitude that motivates and inspires others
A Champion of the client experience both internally and externally
Education & Preferred Qualifications
Bachelor’s Degree required
Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients
In depth understanding of the Institutional marketplace and the various asset classes and investment product offerings
