Onboarding Manager - 12mth FTC

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:

Onboarding Manager – 12mth FTC

The role of Business Solutions is to provide an analysis, designand implementation capability across Investment Management for product launches and related changes,ensuring that M&G Investment’s operating models arerobust, scalable and flexible. We also provide a transition planning and execution capability to enable the safe transition ofassets to and fromour clients or funds during the onboarding of new mandates or closure/mergerof any of our current product range. This involves scoping and assessing change across the end-to-end investment value chain. Typically the team will work closely with colleagues from across the organisation such as Investment teams, Risk, Compliance, Technology, Operations as well as with our external supplier network.

This role will have responsibility for managing a team of ten multi-skilled Onboarding Specialists who undertake market facing onboarding activities relating to fund and products launches and new instruments. . The team also act as subject matter experts for markets and changes to operating model as well as support activities relating to monitoring of the middle office outsource provider. The role will also oversee key governance processes.

Key Responsibilities for this role:

Reporting to Head of Business Solutions, this is a management role accountable for a team of ten Onboarding Specialists who will deliver the activities M&G is responsible for in relation to new fund and product launches, new instruments and markets. The team will ensure that the overall capability for these are jointly serviced with the middle office outsource provider. They will also be responsible for escalations tracking, and periodic tasks covering updates to authorised signatories and audits.

• Manage a team of circa Ten Onboarding Specialists.Perform appraisals, ensuring their development is tracked through regular 1:1 meetings and progress reviews.
• Oversee and manage the pipeline of open fund launches originating from fund/client launches and existing funds
• Co-ordinate with internal stakeholders (legal, compliance, operations etc) to ensure timely and accurate onboarding.
• Attend regular meetings with suppliers to discuss and drive open requests and understand dependencies and issues affecting completion.
• Provide support to Supplier Oversight Team in all initiatives relating to administration of the function (i.e. review service review packs, ad hoc data reconciliations, management of risk actions)
• Act as a final point of escalation for stakeholders, supporting team to resolve these.
• Be accountable for the definition and production of robust MI to enable team to benchmark suppliers and provide effective feedback to them to drive service improvement.
• Input into New Market and Instrument Due Diligences
• Ensure that the team monitors, validates and addresses day-to-day queries in an efficient and timely manner.
• Be accountable for the implementation of all audit and risk assurance actions arising from the team, ensuring there is a robust assessment and reporting process in place.
• Identify and implement process enhancements to improve onboarding efficiency and client satisfaction.
• Oversee /maintain and update onboarding procedures and checklists.

Key Knowledge, Skills & Experience – Required:

• Experience in managing a small team with well-developed people management skills
• Experience in client fund onboarding across multiple products e.g Custody, Derivatives, Treasury
• Understanding of fund structures (e.g., UCITS, AIFs, OEICs, SICAVs), regulatory frameworks, and operational workflows.
• Ability to manage multiple fund launches simultaneously under tight deadlines.
• Excellent planning and organising skills
• Strong interpersonal and communication skills
• Tenacious and self-motivated
• Ability to influence and collaborate with stakeholders internally and externally
• Strong knowledge of end to end operations model for investment management (front to back understanding)
• Good analytical and problem solving skills to support the escalation of issues and suggestion of appropriate solutions

Key Knowledge, Skills & Experience – Desired:

• Client-focused mindset with a proactive approach to problem-solving.
• Detail-oriented with a commitment to accuracy and compliance.
• Ability to work independently and collaboratively in a fast-paced environment.
• Regulatory awareness e.g. AIFMD, EMIR, STFR

Work Level: Manager/Expert

Recruiter: Sarah Hawkins

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they \’opt in\’ to the scheme when applying.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at:

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