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intelliflo

Account Onboarding Manager

Posted 4 Days Ago
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Henley-on-Thames, Oxfordshire, England
Mid level
Henley-on-Thames, Oxfordshire, England
Mid level
The Account Onboarding Manager at Invesco will lead the onboarding of new institutional clients, manage client transitions and account closures, and facilitate internal communications. They will enhance processes, ensuring high standards in account management and client service, while closely collaborating with various stakeholders.
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As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

  

We have an outstanding benefits package which includes:  

  • Company-provided healthcare  

  • A generous annual leave allowance  

  • Flexible working options, including hybrid working arrangements   

  • Generous pension provisions  

  • Income protection  

  • Health and wellness benefits  

  • Volunteering days  

  • Enhanced parental leave  

  • Life insurance  

 

Our Client Onboarding team maintain the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience to our clients.

What we are we looking for:  

As the Client Onboarding Manager you will:

  • Collaborate closely with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of onboarding new institutional clients (both segregated and investing into IVZ funds) within EMEA and globally managed mandates.

  • Coordinate Client Change Management events, such as transitions between custodians/KVGs for EMEA and globally managed mandates.

  • Manage the closure of institutional accounts within EMEA and globally managed mandates.

  • Coordinate the closure of institutional accounts within EMEA and globally managed mandates.

  • Perform department-wide administrative roles as necessary (e.g., participating in the daily rota, managing the Broker Mailbox, maintaining schedules, writing weekly stakeholder meeting minutes). 

  • Identify and recommend/implement improvements in the above processes where possible.

   

What you can bring:  

  • Proven experience in the asset management industry. 

  • Transitions/Onboarding/Operations experience is desirable.

  • Strong understanding and knowledge of the trade lifecycle and and all investment functions (Legal, Compliance, Investment, Risk), Operations (Trade processing, Corporate Actions, Reconciliations) as well custodians and fund accountants

  • A relevant industry examination (IAQ and IMC)

  • Ability to solve a wide range of complex problems and take a new perspective using existing solutions.

  • Experience working on assignments of diverse scope and complexity, requiring initiative and independent judgment to determine the appropriate course of action within and outside established policies and procedures.

  • Excellent interpersonal skills for liaising with internal departments.

  • Excellent communication skills.

  • Confidence to manage conference calls.

  • A proactive attitude towards change and implementing new processes.

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.  

 

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time. 

 

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at [email protected] confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.  

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

NoWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

HQ

intelliflo Wimbledon Common, England Office

Wellington House, 60-68 Wimbledon Hill Road, Wimbledon Common, United Kingdom, SW19 7PA

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