Posted Date 19 hours ago(9/23/2025 3:01 PM)

Job ID

2025-1738

As part of the US Onboarding Team, the Client Onboarding Senior Specialist based in Chicago is an individual contributor responsible for successfully onboarding new clients and new mandates for existing clients on behalf of the US Asset Management business.

Key to the success of the role will be delivering excellent client service in close partnership with local stakeholder teams across Investments, Distribution and Legal and Compliance alongside other Asset Management COO teams locally.

• Coordinate the end-to-end implementation of new and existing client mandates across the business across the range of product vehicles within L&G. Lead the project from the pitch through to full implementation, observing core project disciplines.
  • Act as an internal ‘implementation consultant’ to the Client Strategy team, demonstrating technical ability and understanding and an awareness of the client’s decision-making process and investment objectives.
  • Project manage client work in conjunction with other business areas to achieve the client’s funding objectives in an efficient and timely manner, ensuring that all legal, operational and transitional tasks are comprehensively considered and completed
  • Attend or facilitate (as appropriate) client conference calls and meetings, acting as a business advisor on the requirements for implementing new client mandates and client change, providing progress updates to clients in the spirit of transparency and collaboration.
• Develop strong working relationships with managers & leaders across stakeholder & partner teams to ensure they have appropriate insight and develop their teams to meet the ongoing and changing demands of the pipeline and Client Service Operations strategy.
• In partnership with the Client Strategy teams, build relationships with key clients and consultants such that we understand their expectations and experiences of Asset Management’s onboarding service. Using that feedback, drive continual improvement in the process to influence positive client ratings of our onboarding service.
• Provide thought leadership to drive automation and be seen as a though leader to systems and processes to maximize efficiencies, while providing a transparent, high quality client experience.
• Ensure team’s engagement with the Strategic Target Operating Model (STOM) program to ensure that the new strategic partnership with State Street is taken as an opportunity to drive enhancements in efficiency, control and downstream connectivity for the function.
• Through collaboration with stakeholders, challenge current models and take opportunities to align responsibilities or remove duplication of processes across Asset Management. Where there is opportunity to rationalize responsibilities for business benefit ensure these are realized.
• Ensure own actions and those of the team adhere to the accountabilities set out as part of Consumer Duty Treating Customers Fairly (TCF) policy.
• Ensure the team has the appropriate culture, controls & risk awareness to manage the operational risk present within the function. Engage with risk & business management regularly on the control environment. Escalate risks, issues & errors to the Head of US Onboarding & Operational Risk and quickly address any potential errors.

• Strong academic background, IMC or IAQ desirable.

• Strong overall investment and product structure knowledge.

• Strong interpersonal and communication skills with the ability to communicate, influence and operate at a senior management level.

• Project Management experience within Investment Management industry, ideally in an implementation role with a demonstrable track record of dealing with external clients and building strong relationships with both internal and external stakeholders at senior levels.

• Experience of leading process and organisational change.

• Ability to drive progress and deliver outcomes across a wide range of stakeholders in a dynamic and fast-paced business environment.

• Ability to identify and execute improvements to processes.

$110,000 - $130,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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