Your opportunityPartner with the Product team on new products/lines of business. Ensure understanding of operational requirements in order to facilitate setup with internal/external partnersFacilitate various product launches – ETFs, '40 Act mutual funds, commingled pools, CIT (Collective Investment Trust), SMA (separately managed accounts),etc.Facilitate subsequent changes (mergers, restructures, etc.) or closures of such productsCollaborate with our Institutional Sales and Client Relations teams and engage directly with Institutional Clients to provide a best in class client experience throughout the onboarding processProject manage complex client transactions, including new account onboarding, in‑kind transfers, closures and alterations to existing client mandates across the client lifecycle. Specific project management duties include detailed planning, status tracking, monitoring and reporting, stakeholder communication, chairing meetings, resolving issues, etc.Build relationships internally to successfully understand and have a view into sales pipelines as well as understand partner business processes and how they impact onboardingDevelop the strategy for managing timelines for concurrent projects with multiple deliverables with the business sponsor, client, and other internal/external partnersManage and coordinate various project work streams with partners from across the organization (Legal, Compliance, Investment Team, Sales and Client Relations, etc.) and be ultimately responsible for the successful delivery of sophisticated account onboardings and client changesLead external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events. Ensure events are processed successfully within agreed upon timelinesServe as main point of contact within the organization for global system used internally to facilitate client account onboarding and subsequent events as well as product launchesWork with external vendors to outline product structures, establish costs and facilitate product launchesFacilitate selection and ongoing due diligence of vendors for private fund suiteEnsure a strong control environment exists around department processesBuild and maintain department procedures and documentationCarry out other duties as assignedWhat to expect when you join our firmHybrid working and reasonable accommodationsGenerous Holiday policiesPaid volunteer time to step away from your desk and into the communitySupport to grow through professional development courses, tuition/qualification reimbursement and moreAll-inclusive approach to Diversity, Equity and InclusionMaternal/paternal leave benefits and family servicesComplimentary subscription to Headspace – the mindfulness appDiscounted membership to ClassPass and other health and well-being benefitsUnique employee events and programs including a 14er challengeComplimentary beverages, snacks and all employee Happy HoursMust have skillsBachelor's Degree in Accounting/Finance and/or equivalent relevant industry experienceFive plus years mutual fund/financial services operational experience requiredOperational knowledge of requirements and the process for onboarding, offboarding and making changes for investment management clients across business segmentsSolid understanding of Investment Operations. Middle Office experience is preferredExperience reviewing Investment Management Agreements (IMA) or similar agreementsAbility to simultaneously partner and collaborate with a variety of business partners – Sales, Investment Team, Client Relationship Managers, Legal, Compliance, etc.Familiarity with various account structures and legal documentation required to establish new accountsExtensive knowledge of investment strategies and markets (fixed income, alternatives, asset allocation, currency hedging, etc.). Additionally, have knowledge of various security types (derivatives, forwards, etc.), operational components and agreements necessary to trade in such instrumentsDetailed understanding of the trading process and the impact of account events that affect that process (e.g. TIK, etc.)The ability to learn concepts and principles and apply them critically across a wide variety of scenarios in a fast-paced environmentAbility to resolve complex problems positively and professionallyNice to have skillsExcellent interpersonal, decision making and analytical abilitiesAbility to balance multiple large scale projects with various inputs and changing requirementsStrong oral and written communication skills, including experience crafting and delivering presentations to senior management and larger audiencesAbility to work independently as well as in a team environmentSupervisory responsibilitiesNoPotential for growthMentoringLeadership development programsRegular trainingCareer development servicesContinuing education coursesCompensation InformationThe base range for this position is $95,000 – $105,000. This is estimated for this role. Actual pay may be different. This role will remain open through August 15, 2026.Tagged as: Hybrid#J-18808-Ljbffr