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Job Description

The Client Onboarding Prefills Lead will be part of the Wealth Management Client Operations organization, supporting all aspects of client onboarding including the fulfilment of account opening. The Client Onboarding Prefills Lead will manage a team who own the onboarding of new clients & the account opening process, oversee the drafting & gathering of client documents to establish accounts, and is expected to stay current with all regulatory changes and requirements around suitability & documentation. The Client Onboarding Prefills Lead is committed to train and develop employees supporting opportunities for career growth. To be successful, the candidate must have a proven track record of effective leadership relative to managing employees involved in different steps of a process and change management. This is a great opportunity for the right individuals to work in a fast paced dynamic team and to be an active change agent within the Wealth Management Client Operations organization. Key Qualities: Strong sense of ownership and responsibility Drives results through leadership, people, communication and influence Comfortable with change, ambiguity, debate, conflict and informed risk taking Multi-tasker who can manage multiple streams of work concurrently Willingness to make decisions, while ensuring buy in from stakeholders Responsibilities include:
• Act as a subject matter expert on client/account documentation matters including KYC
• Liaise with Business stakeholders regularly to ensure client onboarding expectations are met, communicate changes impacting the business and provide informed business insight with regard to how the market/region is performing
• Investigate, follow-up and resolve escalated client onboarding issues and problems through effective collaboration with Client Operations functional areas, Business Managers and client facing teams
• Ownership and proactive management of the various risks facing Client Onboarding
• Work closely with key business stakeholders such as Legal, Compliance, Business Management, Product & Platform and Technology on fulfilling responsibilities of the Client Onboarding Teams
• Manage daily work assignments and priorities, ensuring goals and SLAs are met consistently
• Manage team s performance against key performance indicators and objectives
• Evaluate staff performance and provide feedback via informal discussions, quarterly/ semi-annual performance check-ins and the annual review process.
• Lead, execute and manage ad hoc initiatives and projects, driving installation and ensuring sustainability
• Model and drive team s creative problem solving and solid decision-making skills
• Oversee the delivery of an excellent client onboarding experience by team members
• Responsible for talent recruitment, training, and development
• Cultivate a work environment of strong teamwork and client focus
Qualifications Graduate Degree - Accounting, Finance, or Business preferred 10 to 12 years of experience within a financial service, operational or compliance fields People Management experience is a must Client Onboarding and/or documentation analysis experience preferred Strong written and oral communication skills Ability to get up to speed quickly with new or unfamiliar subject matter Strong client focus and ability to partner with various internal groups and client coverage Independent, self-motivated, with an ability to adapt and be flexible in a team environment Ability to communicate clearly and confidently; able to influence internal and external stakeholders Ability to directly address conflicts and escalate issues where appropriate Strong analytical, prioritization and organizational skills Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintain a sense of urgency and ability to prioritize/multi-task Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Demonstrated experience as a key contributing member of a high performing organization Ability to work under pressure and to fixed deadlines,

Keyskills :
salesdeliverykey performance indicatorsclient focuspeople managementclient onboardingbusiness managementfinancial justificationriskslas