CUSTODY CLIENT ON -BOARDING OFFICER

at  BlackRidge Group

CUSTODY CLIENT ON-BOARDING OFFICER

Custody client onboarding Officer with clients and internal stakeholders and is responsible for solution design, change management and on-boarding for approved initiatives including new client on-boarding, existing client fund launches , mergers , liquidation and off-boarding , product enhancements, client change management and where the client P&L supports it, specific client requirements including re engineering opportunities.
The role is to translate Custody & Market Account Opening Onboarding requirements into executable deliverables, working with partners in Product, Operations, Technology and directly with clients. The role understands Custody & Treasury and has an awareness of securities services, Onboarding & Project Management Frameworks, traditional and agile delivery, and both Product and Client level financial dynamics, ensuring completion of value-driving Custody & Treasury Onboarding events with organizational goals to improve profitability, client satisfaction and employee satisfaction

EDUCATION &/OR EXPERIENCE

Required
• Business degree
• 5+ years’ experience in industry,
• Experience managing a range of projects/deliverables, PM/BA experience and/or qualifications.
• Transversal business knowledge
• Bilingual

• Managing custody onboarding for all Europe client base, on a standalone basis or as part of a custody work stream for bundled services (Standalone basis for mainly UK clients or GFP only clients )
o Execute with Onboarding Management Framework
o Defining onboarding scope, implementing agreed service, in charge of coordination in between departments related to the custody onboarding .
o Reviewing structures, products, services
o Client kick-off meeting
o Handling calls with clients and third party stakeholders
o Drafting and signing off process flows and drafting and agreement of Operating Memos & SLAs as required
o Follow the progress of legal and DD and support if necessary
o Support team as required required for launches/ migrations in/out and rollout best practice
• Coordinating counterparty set-ups with third parties (aligning with regulatory requirements), Maintenance of Counterparty Database for EMEA
• Define and Agree Custody Business Transition Documents
• Organizing liquidations and migration out, with supervision and linkage in between GCC, legal, invoicing, CMAO, DSD and ops, to ensure proper closure in the systems.
• New Business Tracker, Change Register, other business databases handling/updating/redesign as required
• Receiving change requests and performing primary gap analysis, handling of small change requests, quick fixes – e.g.: addition of reports. Reporting set-up aspect to review process with Client Representatives
• Support design of change requests and engage with Solution Design & Execution as required for large/complex change requests
• Supporting Client Operations