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The Head of Onboarding in the UK will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting clients and funds from a commercial and governance perspective as well as representing Waystone at external events.
Job Responsibility:
In country lead, management and delivery of all Onboarding projects for UK clients and a key member of the Product Development team in the UK and wider Client Onboarding global leadership team
Support the Head of Product Development, and the Business Development and Relationship Management teams to ensure proactive engagement with prospective and existing clients and investment managers
Responsible for supporting the Onboarding team in project management of new clients and funds dealing with senior management, external service providers and internal support teams
Leadership of the Onboarding team in the UK
Responsible for guiding, supporting and managing GCC team in collaboration with country Heads in Lux & Ireland
Act as lead contact person with the ACD Board and committees, Investment Managers and service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds
Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation
Timely reporting of deliverables and milestone achievements to stakeholders and sponsors
Contribute to the design and execution of an effective organizational structure to support on-boarding activities
Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of function or operational teams
Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to this changing regulation, specifically, UK UCITS, AIFs (e.g., QIS, LTAFs, NURs, etc.), AIFMD and MiFID, and applicable FCA regulations (e.g. COLL, PROD, FUND)
Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing environment
Assist in establishing robust control environments and documentation procedures in accordance with regulatory requirements and industry standards
Drive enhanced efficiency and productivity, resource utilization and client experience within the Waystone Group
Develop a commercially aware culture within the team to ensure team members can identify cross sell or repeat business opportunities for clients
Requirements:
An internationally recognized professional qualification
Minimum 10 years’ experience in an investment funds environment
Knowledge of UK fund structures and regulatory frameworks, including AIFMD, UCITS or MiFID
Client facing background with presentation skills
Motivated individual with enhanced interpersonal skills and adept at building client relationships
Strong attention to detail and keen on delivering quality work
Strong interpersonal and communication skills (both written & verbal)
A team player, enthusiastic, and self-motivated
Analytical skills - collect and analyze information, problem-solve, and make decisions under minimal supervision
Commercial awareness and understanding of business environments