Ameriprise Financial Hiring for Onboarding & Transitions Specialist at Post, TX Full Time

Working with teams at the client, internally and at external service providers ensure the accurate execution of such events in a timely fashion.

With the support of other teams, ensure that regulatory guidelines with regards to these events are adhered to

Where you’ll fit in & what our team goals are…..

• Attend pipeline meetings with Client Services Ops and Client Management teams to understand the up-coming client activity and provide updates on in-flight activities

• Work with Client Management and the client to get a full understanding of the client’s requirements

• Planning and management of Client Onboarding events, including co-ordinating multiple stakeholders, producing transition timelines and leading issue resolution or escalation where required

• Identify and coordinate all internal stakeholders and external suppliers involved in each event

• Provide clear and concise communication throughout the lifecycle of events ensuring roles and responsibilities are understood and holding stakeholders to account for timely delivery

• Provide regular updates to the participants in each event on the status of transition events

• Build relationships around the organisation e.g. Client Management, Client Change, Global Fund Services, Legal, Investment Ops, Data Management, GOIS Operations and Investment Desks to facilitate the smooth execution of client events

• Identify, agree and implement improvements to the Onboarding/change processes whilst, ensuring existing procedures and checklists are adhered to and completed

• Work with Client Services Ops team to ensure a clean handover of clients within the team

• Contribute to RFP and Client Due Diligence requests and meetings

To be successful in this role you will have….

• Experience within the Asset Management industry

• Good understanding of Asset Management Operations

• Experience of managing client onboarding, offboarding and change events

• Project management experience/qualification an advantage

• Excellent attention to detail and administrative organisation

• Experience of dealing with external service providers

• Excellent communication, presentation and negotiation skills

About 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 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 investment professionals 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 build tailored solutions matched to clients’ specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

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.

Full time

Permanent

Investment Management