Client Contracting Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About Columbia Threadneedle Investments

What working at Columbia Threadneedle offers....

Working at Columbia Threadneedle Investments you'll find the promise we make to our clients is the same one we make to our employees
:Your success is our priority.

Here, you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investmentprofessionals sharing global perspectives across all major asset classes and markets.

Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.

We are committed to providing an inclusive workplace that supports the diversityof our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement
Where you'll fit in & what our team goals are...

You will be responsible for the co-ordination, management and oversight of the legal agreements for segregated client on-boarding's and rebate / distribution / share class agreements across the sales channels.

Ensuring that excellent relationships are maintainedwith all internal stakeholders at all times and that new client business and mandate change is implemented effectively and to the highest standards.

Role Responsibilities:

Responsibility to ensure that all documents, fee schedules and material obligations for mandates are approved and documented prior to mandate launch
Internal coordination of the negotiation and completion of legal agreements:
Review and analyse investment management agreements, investment guidelines, and other relevant schedules
Coordinate review and input from appropriate business areas to completethe approval of the documents
Coordinate all relevant documentation required for client onboarding across the business, marking up the legal documents accordingly
Effective communication to impacted business areas ensuring they review, acknowledge andsignoff their contractual obligations and respond in good time to facilitate orderly progress with clients
Documentation of issue resolution and status updates
Capturing, validation and agreement of pricing arrangements within documentation where rebatesare in place
Assisting with weekly workinprogress update meetings
Partner with Institutional Client Services team and key business leaders legal, compliance, sales, finance, portfolio managers, performance measurement, and operations to support the negotiation of mandate terms
Provide support to our Pooled Vehicle business through assistance with the coordination of rebate and distribution agreements
Produce management reporting on client onboarding
Assisting with internal/external Audit process
Participate in process improvement projects for the client onboarding including implementation of processes, ongoing monitoring (including development of solutions to automate monitoring process), and maintenance of books and records
Maintenance of internal audited processes such as eCAP document signoff and Mandate Database operational signoff

Key Capabilities:

Must be a structured individual with strong workflow management and project management skills
Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions
Excellent listening skills and a confident yet empathetic approach to dealing with stakeholders within the business
Good selforganisational and time management skills; ability to work through pressure and short deadlines
Strive to achieve a first class service management function
Ability to make clear decisions and exercise good judgement; proven problem solving, specifically around data and process
Excellent facilitation and management skills, being able to discuss sophisticated/technical concepts
Openly shares information and own expertise with others
Excellent numerical and written skills are needed