Manager, US Client Onboarding, L&G – Asset Management, America
About The Position
Based in Chicago, this role is responsible for managing a team of approximately 9 FTE delivering onboarding activities for Asset Management clients. The role focuses on day-to-day oversight of client, product, and counterparty onboarding, ensuring consistent delivery, quality, and timelines. The position works closely with local stakeholders across Investments, Distribution, Legal, Compliance, and Client Service Operations (CSO) teams to support onboarding delivery and maintain strong operational alignment. Success in this role will be driven by effective team management, strong stakeholder collaboration, and the ability to manage capacity, prioritize workflows, and deliver a high-quality client onboarding experience.
Requirements
- 10+ years of relevant experience
- Solid understanding of investment products and onboarding processes within Asset Management.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Effective communication and interpersonal skills, with the ability to work collaboratively across teams.
- Prior experience managing or supervising teams within the Investment Management industry.
- Experience working in onboarding, implementation, or client service operations.
- Demonstrated ability to manage operational processes and drive improvements at a team level
Responsibilities
- Manage the day-to-day activities of the onboarding team, ensuring timely and accurate delivery across client, product, and counterparty onboarding processes.
- Partner with global onboarding and Client Service Operations teams to support alignment of processes, share best practices, and contribute to consistent execution across regions while accommodating local market needs.
- Oversee pipeline tracking and prioritization, working with internal stakeholders to align on timelines and manage expectations.
- Monitor team capacity and workload, adjusting priorities as needed to meet business demands and deadlines.
- Act as a point of escalation for onboarding issues, ensuring risks and challenges are addressed promptly and escalated where appropriate.
- Partner with internal teams (Distribution, Legal, Compliance, Investments, and CSO) to support effective onboarding execution and issue resolution.
- Support hiring, training, and development of team members to ensure the right capabilities are in place.
- Foster a positive and collaborative team culture, ensuring engagement, accountability, and strong performance.
- Ensure adherence to operational controls, risk frameworks, and regulatory requirements.
- Contribute to continuous improvement initiatives, identifying opportunities to enhance processes, efficiency, and client experience.
- Support the implementation of key programs and ensure alignment with onboarding processes.
- Maintain strong relationships with key internal stakeholders to ensure transparency and alignment on onboarding progress and priorities.
- Provide input into client experience improvements by incorporating feedback from stakeholders and clients.
Benefits
- health insurance
- optional HSA
- short term disability
- long term disability
- dental insurance
- vision care
- life insurance
- Healthcare, Dependent and Limited Care Flexible Spending Accounts
- 401K
- vacation
- sick time
- employee assistance program
- commuter and transit programs
- supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance
- pet insurance
- annual discretionary bonus plan
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
