Distributor Platform Onboarding – Relationship Management recruitment
Distributor Platform Onboarding - Relationship Management
(distribution, onboarding, relationship management, transfer agent, TA, platform, T-1 funds, SLA, projects, investment management, mutual fund asset management, operations, degree)
London
Opportunity:
This position is ideal for a professional with transfer agency experience, whether internally or through working at an investment management firm. It is an opportunity for someone to lead the distributor platform onboading, through effective relationship management.
Role
A newly created position, joining an established team, the successful individual will support the firm's mutual fund business in EMEA by building out the operational infrastructure required to support the redistribution business (both at the Transfer Agents and internally).
The role holder will be expected to effectively manage the relationships with the Distributors, Transfer Agents and internal stakeholders, ensuring a smooth process for platform onboarding.
The ideal professional will:
- Be degree qualified, or equivalent.
- Hold professional qualifications.
- Have Investment Management experience or Transfer Agency
- Have worked with Mutual funds.
- Have a distribution background.
- Have relationship management experience.
- Be happy to take a hands on approach.
