At a Glance
- Tasks: Lead onboarding operations and manage complex projects for new clients and product launches.
- Company: Russell Investments, a global leader in investment management.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact by leading innovative onboarding strategies in a dynamic team.
- Qualifications: Experience in project management and strong communication skills required.
- Other info: Opportunity for career growth in a supportive and inclusive culture.
The predicted salary is between 36000 - 60000 £ per year.
The Onboarding Operations team supports new client/solution onboarding implementation, changes to existing portfolio structures and also closures/mergers within Russell Investments' global client base and product lineup. The Associate Director, Onboarding Operations leads implementation and the team responsible for managing and coordinating new client onboarding, product launches, changes to strategies, sub-advisors, and structures to portfolios. These projects include, but are not limited to:
- Onboarding and offboarding model strategies.
- Portfolio launches & closures.
- Sub-advisor changes and fund mergers.
This role manages complex, cross-functional projects, ensuring alignment among operations, sales, product, legal, compliance, and other internal stakeholders. The position requires strong project management skills, effective communication, and the ability to foster collaboration to deliver successful onboarding and implementation outcomes.
The responsibilities of the individual in this position include:
- Team Leadership & Management
- Leading and mentoring a team of onboarding professionals, providing guidance, training and support to ensure high performance and professional development.
- Fostering a collaborative and inclusive team culture that prioritises client satisfaction and continuous improvement.
- Setting clear goals and performance expectations, regularly assessing team performance and providing constructive feedback.
- Proactively identifying any resource challenges on a regular basis and resolving the resource challenges and/or making recommendations on how to best proceed.
- Reviewing onboarding project plans of associates and monitoring performance to ensure that team members are driving implementation.
- Project Management
- Managing events across portfolios and clients (new, change and closure) in a streamlined and efficient manner utilising best practice along the way.
- Ensuring clear communication to all stakeholders.
- Onboarding Operations Governance
- Ensuring appropriate governance has been conducted across all activities passed to Onboarding Operations.
- Applying knowledge, to question and challenge activities where required.
- Ensuring documentation of all governance processes within Onboarding Operations.
- Vendor Management
- Utilising relationship management principles to engage vendors in a collaborative manner to ensure timely turnaround on our requests and cooperation from vendors in all matters.
- Managing vendor KPIs and incident reporting.
- Internal Relationship Management
- Interacting and coordinating with Investment Division, Product Solutions, Legal, Finance, Compliance, Operations, Technology, GTM and Risk on a regular basis; maintaining a high degree of visibility within the organisation.
- Regulatory & Business conduct
- Displaying exemplary conduct and living by our organisations Code of Conduct.
- Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business.
- Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct and compliance.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- IOC/IMC or other formal professional and/or technical qualifications/experience is desirable.
- Relevant BSC/BA (Mathematics/Economics or similar) or equivalent experience needed.
- Previous work experience in an asset management, custody or fund administration environment.
- Stakeholder management experience in a project environment.
- Experience collaborating across multiple business units.
- Vendor management (reviewing contracts, reviewing KPIs and managing SLAs).
- Understanding multiple asset class and operational workflows.
- Excellent presentation skills.
- Strong client service and communication skills (oral and written).
- Able to act quickly and accurately to identify and analyse relevant information regarding work tasks.
Associate Director, Onboarding Operations in London employer: Russell Investments
Contact Detail:
Russell Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director, Onboarding Operations in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your project management skills and experience in onboarding operations. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to show you were engaged and genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Associate Director, Onboarding Operations in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences mentioned in the job description. Highlight your project management experience and any relevant qualifications, like IOC/IMC, to show us you’re a great fit for the Associate Director role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about onboarding operations. Share specific examples of how you've led teams or managed complex projects in the past, and how that aligns with our goals at StudySmarter.
Showcase Your Communication Skills: Since this role requires strong communication, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Russell Investments
✨Know Your Onboarding Operations
Make sure you understand the ins and outs of onboarding operations, especially in a global context. Familiarise yourself with common challenges and best practices in client onboarding, product launches, and vendor management. This will help you speak confidently about how you can contribute to the team.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you've successfully managed complex projects. Highlight your ability to coordinate across different teams and ensure alignment among stakeholders. Be ready to discuss specific tools or methodologies you’ve used to keep projects on track.
✨Demonstrate Leadership Qualities
As an Associate Director, you'll be leading a team. Think of instances where you've mentored others or fostered a collaborative environment. Share how you set goals, provide feedback, and resolve resource challenges to ensure high performance within your team.
✨Communicate Effectively
Strong communication skills are key for this role. Practice articulating your thoughts clearly and concisely. Be prepared to discuss how you’ve handled difficult conversations or ensured clear communication among diverse stakeholders in previous roles.