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Sr. Relationship Manager II - Onboarding Relationship Manager (Chicago, IL or New York, NY)

Chicago, Illinois

Job Description:

Enterprise Role Overview:

Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.

LOB Specific Job Description:

Onboarding manager is responsible to facilitate an accurate and timely onboard for new and existing clients. Onboarding management is a sales and client-facing role - leading client meetings, driving strategic solutions, and being 100% accountable for the client relationship. OBM (Onboarding management) is to act as global coordinator across products - ensuring they are connecting with all the right internal and external parties to facilitate an onboard by go live date.

Requirements:

  • Onboarding lifecycle knowledge (steps in an onboard)
  • Cross product experience (FX, Rates, Credit, Equities, Commodities, Repo, Loans)
  • AML / KYC knowledge + CDD experience
  • Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive.
  • Solid organizational abilities.  Commitment to high quality client service both external and internal. 
  • Excellent communication skills, ability to show initiative and strategic and creative problem solving skills. 
  • An entrepreneurial and analytical mindset with an ability to think critically and prioritize competing demands under time pressure

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Role Overview:

Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.

LOB Specific Job Description:

Onboarding manager is responsible to facilitate an accurate and timely onboard for new and existing clients. Onboarding management is a sales and client-facing role - leading client meetings, driving strategic solutions, and being 100% accountable for the client relationship. OBM (Onboarding management) is to act as global coordinator across products - ensuring they are connecting with all the right internal and external parties to facilitate an onboard by go live date.

Requirements:

  • Onboarding lifecycle knowledge (steps in an onboard)
  • Cross product experience (FX, Rates, Credit, Equities, Commodities, Repo, Loans)
  • AML / KYC knowledge + CDD experience
  • Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive.
  • Solid organizational abilities.  Commitment to high quality client service both external and internal. 
  • Excellent communication skills, ability to show initiative and strategic and creative problem solving skills. 
  • An entrepreneurial and analytical mindset with an ability to think critically and prioritize competing demands under time pressure

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22052370

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Meghann Fields

Referral Bonus:

0

Street Address

Primary Location:
540 W Madison St, IL, Chicago, 60661