F&O On-Boarding Project Manager required by Tier 1 IB
The team that the successful candidate will be joining is responsible for translating a sales mandate into a live account by coordinating across Client Solutions, Operations, Technology, Product Development, Sales, Credit, Risk, Legal, Client Service, in a lead Transition Management capacity.
Responsibilities
Client focus
- Act as the primary point of contact for clients while co-ordinating internally on their behalf across business partners and internal support groups
- Liaise with 3rd parties involved such as Clearing Houses, Fund Administrators, Client Vendors and other authorized interests, in order to facilitate the operational set up on behalf of our clients
Project management
- Produce a project plan in partnership with the Client Solutions group and be responsible for meeting the project timelines in line with clients' expectations
- Take responsibility for completing and over-seeing the operational set up of account (KYC/AML, Client Reporting Client Reference Data, Risk System set-up, etc)
- Accountable for delivering fully operational accounts to clients by expected delivery date
- Conduct the oversight and management of the client on-boarding pipeline
- Escalate any issues internally when required
Internal partner coordination
- Coordination across the clients teams globally throughout the on-boarding process. In particular, building strong relationships with Client Solutions, Operations, Technology, Product Development, Sales, Credit, Risk, Legal, Client Service teams in order to facilitate the integration and implementation
- Serve as initial point of escalation for internal support teams
Experience
- Experience in the Futures Options space and/or Prime Services is beneficial
- Very strong client management skills
- Excellent Project Management background
- Strong understanding of the Prime Services business and the products offered
- Client facing experience is highly beneficial
- Comfortable with technology, workflows and systems
- Ability to work with and form relationships with external and internal counterparts
- Understanding of the on-boarding life-cycle
- Previous experience in AML/ KYC is also beneficia
Details
Location London
Start date 1-2 months
Basic salary £110,000 + bonus benefits
For further information please contact Ryan Edwards-Pritchard on +44(0)207 332 0300 OR forward an up to date CV to ryan.pritchard@dbfs.co.uk.
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