Client Integration Manager

Wellington Management • Boston, MA

6d • Hybrid

About The Position

The Client Integration (CI) Manager position operates within Client Transition Services (CTS) and the broader Global Operations function and is responsible for overseeing the planning, coordination and oversight of various client and fund lifecycle events as well as transition and operational related events for Wellington’s sponsored fund ranges. They will oversee the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes through effective project management, with an emphasis on operational risk and control environment. The CI Manager will work closely with other teams across the infrastructure, investment, and client platforms to ensure a well-executed and risk managed transition event. A substantial amount of time will be devoted to both internal cross functional co-ordination and external communication with clients, transition managers, custodian banks, third party accounting agents, outsourcing providers, and vendors.

Requirements

• 10+ years in the investment management industry.
• Broad knowledge of the investment processes and operational topics, including various investment strategies, custody operations, fund administration/accounting, and deep securities knowledge (including derivatives) and operational infrastructure and security lifecycles.
• Excellent organizational, project planning and execution skills including the ability to prioritize and multi-task under time constraints.
• Able to take leadership role for client events, and operational issues bringing parties to a consensus.
• Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions.
• Strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives.
• Exceptional communication skills and ability to thrive in a team environment.
• Ability to develop and maintain professional relationships with clients, other functions, and other offices.

Responsibilities

• Overseeing the planning, coordination and oversight of various client and fund lifecycle events, ensuring that all appropriate parties and functional groups are informed, involved, and engaged in the transition process.
• Evaluating the complexity, special requirements, and risks associated with each event, while also considering ongoing servicing requirements.
• Adjusting strategy and execution depending on client needs and internal business policies and standards.

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed