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- Tasks: Lead onboarding projects for UK clients and manage a dynamic team.
- Company: Join Waystone, a leader in investment fund management with a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities to attend external events.
- Why this job: Make a real impact in the investment sector while developing your leadership skills.
- Qualifications: 10+ years in investment funds, strong client-facing and presentation skills required.
- Other info: Be part of a supportive team with excellent career growth opportunities.
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.
ESSENTIAL DUTIES AND 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
- An internationally recognized professional qualification.
- 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 in City of London employer: Waystone
Contact Detail:
Waystone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Onboarding UK in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might help you land that dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will not only help you answer questions better but also show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Head of Onboarding role. Highlight your experience in managing client relationships and your knowledge of UK fund structures. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and take the initiative to engage directly with us.
We think you need these skills to ace Head of Onboarding UK in City of London
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 any relevant qualifications. 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 this role at Waystone. Share specific examples of your past successes in similar positions and how you can contribute to our team. Remember, we love enthusiasm!
Showcase Your Regulatory Knowledge: Since this role involves navigating UK fund structures and regulations, make sure to mention your knowledge of AIFMD, UCITS, and MiFID. We appreciate candidates who stay updated on regulatory changes, so don’t hesitate to share how you keep informed!
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 you’re keen on joining the Waystone team!
How to prepare for a job interview at Waystone
✨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 ready to hit the ground running.
✨Showcase Your Leadership Skills
As a Head of Onboarding, you'll be leading a team. Prepare examples of how you've successfully managed teams in the past, especially in high-pressure situations. Highlight your ability to guide and support others while driving projects forward.
✨Engage with Real Scenarios
Think of specific onboarding projects you've worked on and be ready to discuss them. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your problem-solving skills and how you’ve navigated challenges.
✨Be Client-Centric
Since this role involves client interaction, prepare to demonstrate your client-facing experience. Share stories that illustrate your interpersonal skills and how you've built strong relationships with clients or stakeholders in previous roles.
