Head of Onboarding UK

Head of Onboarding UK

Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead onboarding projects for UK clients and manage a dynamic team.
  • Company: Join Waystone, a leader in investment fund management.
  • Benefits: Competitive salary, professional development, and a collaborative work culture.
  • Why this job: Make a real impact in the investment sector while growing your leadership skills.
  • Qualifications: 10+ years in investment funds, strong client-facing and management skills required.
  • Other info: Opportunity to shape the future of onboarding in a fast-paced environment.

The predicted salary is between 72000 - 108000 £ per year.

The Head of Onboarding in the UK will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting clients and funds from a commercial and governance perspective as well as representing Waystone at external events.

Responsibilities:

  • In country lead, management and delivery of all Onboarding projects for UK clients and a key member of the Product Development team in the UK and wider Client Onboarding global leadership team.
  • Support the Head of Product Development, and the Business Development and Relationship Management teams to ensure proactive engagement with prospective and existing clients and investment managers.
  • Responsible for supporting the Onboarding team in project management of new clients and funds dealing with senior management, external service providers and internal support teams.
  • Leadership of the Onboarding team in the UK.
  • Responsible for guiding, supporting and managing GCC team in collaboration with country Heads in Lux & Ireland.
  • Act as lead contact person with the ACD Board and committees, Investment Managers and service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds.
  • Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation.
  • Timely reporting of deliverables and milestone achievements to stakeholders and sponsors.
  • Contribute to the design and execution of an effective organizational structure to support onboarding activities.
  • Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of function or operational teams.
  • Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to this changing regulation, specifically, UK UCITS, AIFs (e.g., QIS, LTAFs, NURs, etc.), AIFMD and MiFID, and applicable FCA regulations (e.g. COLL, PROD, FUND).
  • Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing environment.
  • Assist in establishing robust control environments and documentation procedures in accordance with regulatory requirements and industry standards.
  • Drive enhanced efficiency and productivity, resource utilization and client experience within the Waystone Group.
  • Develop a commercially aware culture within the team to ensure team members can identify cross sell or repeat business opportunities for clients.

Requirements:

  • Education: An internationally recognized professional qualification.
  • Experience: Minimum 10 years' experience in an investment funds environment.
  • Knowledge of UK fund structures and regulatory frameworks, including AIFMD, UCITS or MiFID.
  • Client facing background with presentation skills.

Key Competencies:

  • Motivated individual with enhanced interpersonal skills and adept at building client relationships.
  • Strong attention to detail and keen on delivering quality work.
  • Strong interpersonal and communication skills (both written & verbal).
  • A team player, enthusiastic, and self-motivated.
  • Analytical skills - collect and analyze information, problem-solve, and make decisions under minimal supervision.
  • Commercial awareness and understanding of business environments.
  • Strong team and people management experience.

Head of Onboarding UK employer: Waystone Governance Ltd.

Waystone is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where collaboration and innovation thrive. As the Head of Onboarding in the UK, you will be at the forefront of managing client relationships and leading a dedicated team, all while benefiting from a supportive environment that encourages professional advancement and engagement with industry leaders. With a focus on operational efficiency and regulatory excellence, Waystone provides a unique opportunity to make a meaningful impact in the investment funds sector.
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Contact Detail:

Waystone Governance Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Onboarding UK

✨Network Like a Pro

Get out there and connect with people in the industry! Attend events, webinars, or even local meetups. The more you engage with others, the better your chances of landing that Head of Onboarding role.

✨Show Off Your Expertise

When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about UK fund structures and regulations. This will show them you’re not just another candidate, but someone who truly understands the landscape.

✨Follow Up After Interviews

After an interview, drop a quick thank-you email to express your appreciation. It’s a simple gesture that keeps you on their radar and shows your enthusiasm for the position.

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Head of Onboarding UK

Project Management
Client Relationship Management
Knowledge of UK Fund Structures
Regulatory Knowledge (AIFMD, UCITS, MiFID)
Interpersonal Skills
Communication Skills (Written & Verbal)
Analytical Skills
Problem-Solving Skills
Attention to Detail
Team Leadership
Commercial Awareness
Presentation Skills
Resource Allocation
Operational Efficiency

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Head of Onboarding role. Highlight your experience in managing onboarding projects and client relationships, as well as your knowledge of UK fund structures and regulations. We want to see how your background aligns 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 the role and how your skills can contribute to our team at Waystone. Be sure to mention any relevant experience and your passion for the investment funds environment.

Showcase Your Leadership Skills: As a key member of our team, we need someone who can lead and inspire others. In your application, share examples of how you've successfully managed teams or projects in the past. We love to see candidates who can demonstrate strong leadership abilities!

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’re considered for the role. Plus, it shows us that you’re keen on joining the Waystone family!

How to prepare for a job interview at Waystone Governance Ltd.

✨Know Your Stuff

Make sure you brush up on UK fund structures and regulations like AIFMD and UCITS. Being able to discuss these topics confidently will show that you're not just familiar with the industry, but that you’re also proactive about staying updated.

✨Showcase Your Leadership Skills

As a Head of Onboarding, you'll need to demonstrate your leadership capabilities. Prepare examples of how you've successfully managed teams or projects in the past, especially in client-facing roles. This will help illustrate your ability to guide and support your team effectively.

✨Engage with Real Scenarios

Think of specific challenges you've faced in previous roles related to onboarding or project management. Be ready to discuss how you approached these situations and what the outcomes were. This will highlight your problem-solving skills and analytical abilities.

✨Be Client-Centric

Since this role involves a lot of client interaction, prepare to talk about how you've built and maintained client relationships in the past. Share any strategies you've used to enhance client experience and drive repeat business, as this aligns perfectly with the job's requirements.

Head of Onboarding UK
Waystone Governance Ltd.
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