Client Group Onboarding & Transitions Project Analyst

About AB

Qualifications

• The ideal candidate brings broad industry knowledge, including familiarity with fixed income, equity, alternatives, and multi-asset products as well as the underlying investments such as stocks, bonds, derivatives, etc. Additionally, they will need experience with complex operational transactions, managing projects and have experience engaging with sales professionals to service clients or provide operational support.
• Bachelor’s degree, preferably in Finance, Economics, or Business, with an excellent academic record
• Minimum 3-5 years of professional experience in a related industry or finance, banking industry
• Experience leading projects, including running cross-functional conference calls and managing project plans

Preferred Qualifications

• Experience with Institutional business is a plus but not required
• Industry licenses are a plus but not required

Responsibilities

• Act as project manager for client account openings, transitions, and closings, including monitoring opportunity pipelines, evaluating requirements, delivering the client welcome package, establishing service levels, hosting cross-functional calls, managing timelines, and driving the completion of outstanding deliverables across teams
• Coordinate the execution of complex client directed cash flows, particularly those involving transition accounts, securities in-kind, and/or new fund launches.
• Lead client transitions across multiple phases managing internal and third-party teams; ensure that challenges, issues and risks are closely monitored and escalated appropriately to client service management
• Liaise with Client Managers and Client Service Advisors and clients to establish and document implementation requirements. Participate on client calls, sharing expertise when needed.
• Contribute to the firm’s risk mitigation efforts. Lend expertise and help the Error Coordinators/Risk Managers/ Client Service Manager troubleshoot and resolve errors and incidents impacting client accounts.
• In partnership with various groups, continuously review & improve account lifecycle processes. Help manage toolset and documentation, including client welcome package, checklists, and workflow applications.
• Collaborate with other implementation teams across the firm to share best practices, raise issues, and develop consistent global processes
• Contribute to ensuring metrics are updated and maintained, involved in departmental projects and initiatives, work towards advancing team, department and firm goals.
• What We're Looking For:
• The ideal candidate brings broad industry knowledge, including familiarity with fixed income, equity, alternatives, and multi-asset products as well as the underlying investments such as stocks, bonds, derivatives, etc. Additionally, they will need experience with complex operational transactions, managing projects and have experience engaging with sales professionals to service clients or provide operational support.
• Bachelor’s degree, preferably in Finance, Economics, or Business, with an excellent academic record
• Minimum 3-5 years of professional experience in a related industry or finance, banking industry
• Experience leading projects, including running cross-functional conference calls and managing project plans
• Experience with Institutional business is a plus but not required
• Industry licenses are a plus but not required