Client & Product Implementation Project Manager

Janus Henderson Investors•Denver, CO

13d•$80,000 - $100,000•Hybrid

About The Position

This role involves partnering with the Product team on new products and lines of business, ensuring operational requirements are understood for setup with internal/external partners. The position will facilitate various product launches (ETFs, ’40 Act mutual funds, Private Funds, commingled pools, CIT, Retail Managed Accounts, etc.) and subsequent changes or closures. A key aspect is collaborating with Institutional Sales and Client Relations teams, and engaging directly with Institutional Clients to provide excellent client experience throughout onboarding, lifecycle events, and offboarding. The role also includes project managing complex client transactions like new account onboarding, in-kind transfers, closures, and alterations, requiring detailed planning, status tracking, stakeholder communication, meeting facilitation, and issue resolution. Building internal relationships to understand sales pipelines and partner business processes is crucial. The role involves developing strategies for managing concurrent projects, coordinating work streams with various departments (Legal, Compliance, Investment Team, Sales, Client Relations), and leading external parties (service providers, custodians, transition managers) to ensure successful processing of client account events within agreed timelines. This position serves as the main point of contact for the global system used for client account onboarding and product launches, manages the team inbox for timely resolution of inquiries, and works with external vendors to outline product structures, establish costs, and facilitate product launches. Additionally, the role involves facilitating the selection and due diligence of vendors for the private fund suite, ensuring a strong control environment, and building/maintaining department procedures and documentation. Other duties as assigned.

Requirements

Bachelor’s Degree in Accounting/Finance and/or equivalent relevant industry experience
Five plus years mutual fund/financial services operational experience required
Operational knowledge of requirements and the process for onboarding, offboarding and making changes for investment management clients across business segments (Institutional, Product Development, and Retail SMA businesses)
Solid understanding of Investment Operations. Middle Office and/or Back Office experience is preferred.
Experience reviewing Investment Management Agreements (IMAs) or similar agreements
Ability to simultaneously partner and facilitate cross-functional collaboration 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 accounts
Extensive 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 instruments
Detailed understanding of the trading process and the impact of account events that affect that process (e.g. transfer in-kind, mergers, new fund seeding, etc.)
The ability to learn concepts and principles and apply them critically across a wide variety of scenarios in a fast-paced environment
Ability to resolve complex problems positively and professionally

Nice To Haves

Excellent interpersonal, decision making and analytical abilities
Ability to balance multiple large-scale projects with various inputs and changing requirements
Strong oral and written communication skills, including experience crafting and delivering presentations to senior management and larger audiences
Ability to work independently as well as in a team environment

Responsibilities

Partner with the Product team on new products/lines of business, ensuring understanding of operational requirements for setup with internal/external partners.
Facilitate various product launches (ETFs, ’40 Act mutual funds, Private Funds, commingled pools, CIT, Retail Managed Accounts, etc.).
Facilitate subsequent changes (fund mergers, fund restructurings, etc.) or closures of such products.
Collaborate with Institutional Sales and Client Relations teams and engage directly with Institutional Clients to provide best-in-class client experience throughout the onboarding process, client life cycle events/changes, and offboarding process.
Project manage complex client transactions, including new account onboarding, in-kind transfers, closures and alterations to existing client mandates across the client lifecycle.
Build relationships internally to understand sales pipelines and partner business processes and their impact on onboarding.
Develop the strategy for managing timelines for concurrent projects with multiple deliverables with the business sponsor, client, and other internal/external partners.
Manage 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 changes.
Lead external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events, ensuring events are processed successfully within agreed upon timelines.
Serve 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 launches.
Manage team inbox in providing timely resolution to ad-hoc internal and external inquiries related to various lines of business.
Work with external vendors to outline product structures, establish costs and facilitate product launches.
Facilitate selection and ongoing due diligence of vendors for private fund suite.
Ensure a strong control environment exists around department processes.
Build and maintain department procedures and documentation.
Carry out other duties as assigned.

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace – the mindfulness app
Discounted membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Annual discretionary bonus award from the profit pool
Competitive compensation
Pension/retirement plans
Various health, wellbeing and lifestyle benefits