ETF Onboarding Specialist

ETF Onboarding Expert

Serves as an ETF Onboarding expert for assigned fund launches to assist business lines and clients with support and coordination during the fund onboarding process. Provides project direction and support including research, analysis, and coordination for new fund launches. Serves as primary lead on fund launches acting as a key contact to new clients. Acts as a liaison supporting the strategies and objectives of the business line and our clients in order to successfully onboard funds onto our systems.

Required experience with ETFs and Fund onboarding. Ability to work independently, be responsive to business and client needs, execute on tight deadlines and negotiate solutions for new and evolving product types.

Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of direct experience with project management responsibilities, ETFs and onboarding of 1940 act mutual funds

Preferred Skills / Experience - Ability to conduct an analysis of business needs, including scheduling managing and leading meetings, planning agendas, conferring with business line leaders, documenting and making verbal and written presentations, tracking and executing on project deliverables from both internal and external stakeholders - Strong understanding and use of project management techniques and testing processes and supervises their use - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Strong project management, organization and analytical skills - Strong interpersonal, verbal, written and presentation communication skills - Strong leadership and negotiation skills - Extensive knowledge of the business lines or functional areas involved in the onboarding of ETFs and mutual funds

Project Management Professional (PMP) certification strongly preferred