Client Group Onboarding & Transitions Project Analyst
About The Position
The Senior Project Analyst supports the servicing efforts of Institutional Investment Management teams and owns and executes onboarding and transitions for AB institutional client accounts in North America and other regions or client types as needed. The role partners with clients, Sales Client Managers, Client Service Advisors, and internal teams to open, modify, and close accounts and execute complex cash flows involving transition accounts or securities in kind. It also manages the setup and maintenance of contracts, fees, and account structures, and serves as an escalation point for complicated client issues requiring investigation and resolution. As an onboarding and transition subject matter expert, the Senior Project Analyst works with Advisors, Client Service Advisors, and other teams to carry out client and firm directives accurately and efficiently. The position requires a risk-minded, strategic approach to complex and evolving transitions, broad engagement with subject matter experts, and the ability to work across global locations. The Senior Project Analyst reports to a San Antonio-based Manager.
Requirements
- Bachelor’s degree, preferably in Finance, Economics, or Business, with an excellent academic record.
- Minimum 3–5 years of professional experience in a related industry or in finance or banking.
- Experience leading projects, including running cross-functional conference calls and managing project plans.
- Broad industry knowledge, including familiarity with fixed income, equity, alternatives, and multi-asset products and underlying investments such as stocks, bonds, and derivatives.
- Experience with complex operational transactions and project management.
- Experience engaging with sales professionals to service clients or provide operational support.
Nice To Haves
- Experience with institutional business.
- Industry licenses.
Responsibilities
- Manage client account openings, transitions, and closings as project manager, including monitoring opportunity pipelines, evaluating requirements, delivering welcome packages, establishing service levels, hosting cross-functional calls, managing timelines, and driving completion of deliverables.
- Coordinate complex client-directed cash flows, particularly those involving transition accounts, securities in kind, or new fund launches.
- Lead client transitions across multiple phases, managing internal and third-party teams and monitoring and escalating challenges, issues, and risks appropriately.
- Work with Client Managers, Client Service Advisors, and clients to establish and document implementation requirements, and participate in client calls to provide expertise as needed.
- Contribute to risk mitigation and help troubleshoot and resolve errors and incidents affecting client accounts with Error Coordinators, Risk Managers, and Client Service Managers.
- Review and improve account lifecycle processes in partnership with other groups.
- Help manage tools and documentation, including client welcome packages, checklists, and workflow applications.
- Collaborate with implementation teams across the firm to share best practices, raise issues, and develop consistent global processes.
- Help ensure metrics are updated and maintained, participate in departmental projects and initiatives, and work toward team, department, and firm goals.
- Manage the setup and maintenance of contracts, fees, and account structures, and serve as an escalation point for complex client issues and inquiries.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
