Transitions and Onboarding Specialist

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Senior Specialist Recruiter at FDM Group

FDM is a global business and technology consultancy seeking a Transition and Onboarding Specialist to work for our client within the finance sector. This is initially a 12-month contract with the potential to extend and will be a hybrid role based in London.

Our client is seeking a highly organised and detail-oriented Transition & Onboarding Specialist to join their Investment Management Operations Division. This individual will play a key role in servicing institutional clients and coordinating critical client events, including onboarding of new business, account transitions, and client terminations.

Acting as a central point of contact, the successful candidate will liaise with internal stakeholders and external service providers—most notably the outsourced Investment Manager Solutions (IMS) team—to ensure all client deliverables are met with precision and professionalism.

Responsibilities

Coordinate and oversee all client events, including onboarding, account terminations, custody transfers, and in-specie transitions
Provide daily operational support to clients, addressing queries across reporting, transitions, and investment decision-related issues
Manage the set-up and ongoing maintenance of custody, fund accounting, and transition management arrangements
Serve as the main point of contact for clients and internal stakeholders including portfolio managers, legal, compliance, risk, sales, and operations teams
Facilitate internal meetings around client events, ensuring all functions are aligned and tasks are executed efficiently
Work in close collaboration with outsourced teams to ensure timely and accurate account set-up and system updates
Collaborate with CRM and clients to fully understand expectations and ensure seamless delivery
Analyse investment management agreements and related documentation, providing feedback and highlighting potential risks or requirements
Partner with Product Development and Fund Administration teams to support the creation of proprietary investment vehicles
Draft and maintain detailed procedures for new business post-implementation
Prepare and manage documentation required for SSAE18 audits
Proactively identify and implement opportunities to improve workflows, technologies, and operational efficiency
Liaise with colleagues across global teams to share insights and ensure alignment on processes
Apply strong judgement to identify risk areas and escalate issues appropriately via formal channels

Requirements

Minimum of 6 years’ experience of Investment Management Operations, with specific experience in client transition events or demonstrable experience in Funds, Custody and/or Broader Investment Management Operations
Exceptional attention to detail and high standards for accuracy and quality
Excellent organisational and project management skills, with the ability to manage multiple priorities in a high-pressure environment
Sound understanding of the custody landscape and investment operations infrastructure
Strong stakeholder management skills and the ability to build effective working relationships across departments and at senior levels
Excellent communication skills, both written and verbal
Strong risk awareness and sound business judgement
Proven ability to liaise confidently with internal and external stakeholders including clients, fund managers, legal, compliance, sales, and service providers
Comfortable operating at a senior level and facilitating discussions with management teams
Career coaching, mentoring and access to upskilling throughout your entire FDM career
Assignments with global companies and opportunities to work abroad
Opportunity to re-skill and up-skill into new areas, develop non-linear career paths and build a skillset within your field
Annual leave, work-place pension and BAYE share scheme

About FDM

We are a business and technology consultancy and one of the UK's leading employers, recruiting the brightest talent to become the innovators of tomorrow. We have centres across Europe, North America and Asia-Pacific, and a global workforce of over 3,500 Consultants. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer and is listed on the FTSE4Good Index.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.

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