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- Tasks: Manage contract lifecycles and ensure effective implementation of agreements.
- Company: Join Columbia Threadneedle Investments, a leader in financial services.
- Benefits: Enjoy growth opportunities, flexible working, and a diverse team culture.
- Why this job: Make an impact in a dynamic environment with global reach.
- Qualifications: Experience in financial services and strong attention to detail required.
- Other info: Collaborative workplace focused on inclusivity and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Columbia Threadneedle Investments is looking for a Client Contracting Manager to manage the contract lifecycle of rebate, distribution, and share class agreements, as well as investment management agreements which govern our institutional separate managed accounts. The successful candidate must maintain excellent relationships with internal stakeholders and ensure that new agreements, and changes to existing arrangements, are implemented effectively and to the highest standards. This position will report to the Head of Global Contract Office and will own the review and approval process for wholesale documentation for new and existing business for Columbia Threadneedle Investments EMEA Distribution division.
Key Responsibilities
- Capture, validate and agree pricing arrangements within wholesale client documentation, where rebates are in place.
- Ensure that all rebates are vetted, approved, documented and executed prior to implementation.
- Responsible for overseeing and maintaining wholesale client documents, both within internal filing structure and the company-wide document repository.
- Host and update weekly work-in-progress status meetings for internal stakeholders.
- Assist in the coordination, negotiation and execution of investment management agreements when required.
- Coordinate review and seek input from appropriate subject matter experts (SMEs) across various business areas to complete the approval of the documents.
- Confidence to follow up directly with various SMEs, ensuring they review, acknowledge, and sign-off their relevant material obligations.
- Continuously collaborate with other members of the Global Contract Office to maintain effective workflow, consistent process execution and unified approaches to work items.
- Assist with ad hoc legal reviews, management reporting, and audit/control testing.
- Participate in ad hoc process improvement projects for the Global Contract Office.
Required Qualifications
- Prior relevant experience in the financial services industry.
- Minimum of Bachelor’s degree or equivalent.
- Investment management industry experience, including strong understanding of asset management, financial instruments, wholesale structures and institutional clients.
- Prior experience managing documentational lifecycles within the financial services industry.
- Exceptional attention to detail, specifically in written form.
- Structured individual with strong workflow management.
- Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
- Excellent listening skills with an assertive approach to dealing with stakeholders across the business.
- Strong self-organisational and time management skills; ability to work under pressure to tight deadlines.
- Analytical and dynamic mindset conducive to understanding and adapting to changes to governance documentational processes and controls.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you will find growth and career opportunities across all of our businesses. We are intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Full-Time/Part-Time: Full time
Worker Sub Type: Permanent
Job Family Group: Sales
Client Contracting Manager in London employer: 50120 Threadneedle Asset Mgmt Ltd
Contact Detail:
50120 Threadneedle Asset Mgmt Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Contracting Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Columbia Threadneedle Investments thoroughly. Understand their values, recent news, and how they operate. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Client Contracting Manager, you'll need to engage with various stakeholders. Role-play common interview scenarios with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Columbia Threadneedle Investments.
We think you need these skills to ace Client Contracting Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Contracting Manager role. Highlight your experience in managing contract lifecycles and any relevant financial services background. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Columbia Threadneedle Investments. Share specific examples of how you've maintained relationships with stakeholders and managed documentation processes effectively.
Showcase Attention to Detail: Given the importance of detail in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and professionally, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at 50120 Threadneedle Asset Mgmt Ltd
✨Know Your Contracts Inside Out
Before the interview, make sure you understand the contract lifecycle, especially in relation to rebate and investment management agreements. Familiarise yourself with common terms and processes in the financial services industry, as this will help you speak confidently about your experience and how it relates to the role.
✨Build Relationships with Stakeholders
Since the role involves maintaining excellent relationships with internal stakeholders, think of examples from your past where you've successfully collaborated with others. Be ready to discuss how you approach communication and follow-ups, as well as how you handle differing opinions or conflicts.
✨Showcase Your Attention to Detail
Given the emphasis on documentation and accuracy, prepare to demonstrate your attention to detail. Bring examples of how you've managed document lifecycles or ensured compliance in previous roles. You might even want to mention specific tools or methods you use to stay organised.
✨Be Ready for Process Improvement Discussions
The job mentions participation in process improvement projects, so think about times when you've identified inefficiencies and proposed solutions. Be prepared to discuss your analytical mindset and how you adapt to changes in processes, as this will show your proactive approach to continuous improvement.
