Account Onboarding Manager (14 months - Fixed Term Contract)

Account Onboarding Manager (14 months - Fixed Term Contract)

Temporary 50000 - 60000 £ / year (est.) Home office (partial)
Dormont Manufacturing Co

At a Glance

  • Tasks: Manage client onboarding and ensure a smooth transition for institutional clients.
  • Company: Join Invesco, a leading global investment firm with a collaborative culture.
  • Benefits: Enjoy flexible working, generous leave, healthcare, and wellness perks.
  • Other info: Inclusive workplace with opportunities for community engagement and personal development.
  • Why this job: Make a real impact in the asset management industry while growing your career.
  • Qualifications: Experience in asset management and strong interpersonal skills are essential.

The predicted salary is between 50000 - 60000 £ per year.

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

We have an outstanding benefits package which includes:

  • Company-provided healthcare
  • A generous annual leave allowance
  • Flexible working options, including hybrid working arrangements
  • Income protection
  • Health and wellness benefits
  • Enhanced parental leave
  • Life insurance

Your role: To maintain the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience to our clients.

What you will be doing:

  • Collaborating closely with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of onboarding new institutional clients (both segregated and investing into IVZ funds) within EMEA and globally managed mandates.
  • Coordinating Client Change Management events, such as transitions between custodians/KVGs for EMEA and globally managed mandates.
  • Managing the closure of institutional accounts within EMEA and globally managed mandates.
  • Performing department-wide administrative roles as necessary (e.g., participating in the daily rota, managing the Broker Mailbox, maintaining schedules, writing weekly stakeholder meeting minutes).
  • Identifying and recommending/implementing improvements in the above processes where possible.

What you will bring:

  • Proven experience in the asset management industry.
  • Transitions/Onboarding/Operations experience is desirable.
  • A relevant industry examination (IAQ and IMC).
  • Solves a wide range of complex problems and takes a new perspective using existing solutions.
  • Uses concepts and abilities of the skill and the Firm’s policies and procedures to solve a wide range of difficult problems in imaginative and practical ways.
  • Impacts a range of business, client, operational, project, or research activities within own and related teams.
  • Proven interpersonal skills for liaising with internal departments.
  • Proactive attitude towards changes and implementing new processes.
  • Ability to work under pressure.
  • Keen eye for accuracy and detail.
  • Understanding and knowledge of: Asset management industry, Trade life cycle, All investment functions (Legal, Compliance, Investment, Risk), Operations (Trade processing, Corporate Actions, Reconciliations) as well custodians and fund accountants.

Disability Confident Scheme: Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at EMEA-TalentAcquisition@invesco.com confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing: We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Recruitment Agencies: Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

This position may fall in-scope of one or multiple regimes/directives.

Account Onboarding Manager (14 months - Fixed Term Contract) employer: Dormont Manufacturing Co

Invesco is an exceptional employer that fosters a collaborative and inclusive work culture, offering a comprehensive benefits package including healthcare, flexible working options, and generous leave allowances. Located in the picturesque Henley-on-Thames, employees have the opportunity to grow professionally within a global investment firm that values innovation and community engagement, making it an ideal place for those seeking meaningful and rewarding careers.

Dormont Manufacturing Co

Contact Details:

Dormont Manufacturing Co Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Onboarding Manager (14 months - Fixed Term Contract)

Tip Number 1

Network like a pro! Reach out to your connections in the asset management industry and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.

Tip Number 2

Prepare for interviews by researching Invesco and its culture. Understand their values and how they align with your own. This will help you answer questions more confidently and show that you're genuinely interested in being part of their team.

Tip Number 3

Practice your responses to common interview questions, especially those related to onboarding and client management. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your relevant experience.

Tip Number 4

Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.

We think you need these skills to ace Account Onboarding Manager (14 months - Fixed Term Contract)

Client Onboarding
Change Management
Interpersonal Skills
Problem-Solving Skills
Attention to Detail
Asset Management Knowledge
Trade Life Cycle Understanding

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Account Onboarding Manager role. Highlight your relevant experience in asset management and onboarding processes, as this will show us you understand 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 passionate about the role and how your skills align with our needs. Keep it concise but impactful, and don’t forget to mention your proactive attitude!

Showcase Your Interpersonal Skills:Since this role involves liaising with various stakeholders, make sure to highlight your interpersonal skills in your application. We want to see examples of how you've successfully collaborated with others in the past.

Apply Through Our Website:Don’t forget to apply through our official careers page! This ensures your application gets to the right people and helps us keep track of all candidates. Plus, it’s super easy to do!

How to prepare for a job interview at Dormont Manufacturing Co

Know Your Stuff

Make sure you brush up on your knowledge of the asset management industry, especially around onboarding and transitions. Familiarise yourself with key terms and processes, as well as Invesco's specific offerings. This will help you answer questions confidently and show that you're genuinely interested in the role.

Showcase Your Experience

Prepare to discuss your previous experience in onboarding and client change management. Think of specific examples where you've successfully managed transitions or improved processes. This will demonstrate your capability and how you can add value to Invesco right from the start.

Ask Smart Questions

Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, challenges they face in onboarding, or how they measure success in this role. This shows that you're engaged and thinking critically about how you can contribute.

Be Yourself

Invesco values inclusivity and authenticity, so don’t be afraid to let your personality shine through. Share your passion for the industry and your proactive approach to problem-solving. This will help you connect with the interviewers and leave a lasting impression.