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- Tasks: Lead onboarding projects for UK clients and manage a dynamic team.
- Company: Waystone, a leader in asset management services with 20+ years of experience.
- Benefits: Inclusive workplace, professional development, and opportunities for career growth.
- Why this job: Make a real impact in the asset management industry while developing your leadership skills.
- Qualifications: 10+ years in investment funds, strong client-facing and presentation skills.
- Other info: Join a collaborative environment focused on innovation and efficiency.
The predicted salary is between 72000 - 108000 £ per year.
For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry – partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide.
Our success depends upon our ability to attract and retain the best, most diverse talent and provide our employees with a broad spectrum of professional development opportunities. Our workplace environment is an inclusive one, where employees can be themselves, reach their full potential and drive business results.
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.
- 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.
- 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 London employer: Waystone
Contact Detail:
Waystone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Onboarding UK in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and meetups to connect with professionals in the asset management space. The more people you know, the better your chances of landing that Head of Onboarding role.
✨Tip Number 2
Show off your expertise! Create a personal brand on LinkedIn by sharing insights about UK fund structures and regulations. This will not only showcase your knowledge but also attract potential employers who are looking for someone just like you.
✨Tip Number 3
Prepare for interviews by researching Waystone’s values and recent projects. Tailor your responses to highlight how your experience aligns with their mission. Remember, they want someone who can drive results and enhance client experiences!
✨Tip Number 4
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 take the initiative to engage directly with us.
We think you need these skills to ace Head of Onboarding UK in 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 investment funds and client management, and don’t forget to showcase your leadership skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our needs. Be genuine and let your personality come through – we love seeing the real you!
Showcase Relevant Experience: When filling out your application, make sure to highlight your experience with UK fund structures and regulatory frameworks. We’re looking for someone who knows their stuff, so don’t hold back on those details!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining the Waystone team!
How to prepare for a job interview at Waystone
✨Know Your Stuff
Make sure you brush up on your knowledge of 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 the 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 results.
✨Client Engagement is Key
Since this role involves a lot of client interaction, think of specific instances where you've built strong client relationships. Be ready to share how you’ve proactively engaged clients and resolved issues, as this will demonstrate your client-facing skills.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to onboarding projects or regulatory changes. Practice articulating your thought process and decision-making skills in these scenarios, as it will showcase your analytical abilities and commercial awareness.
