Job Summary: 

• Oversee entire licensing and implementation functions for EA North America Travel Insurance line of business.
• Work closely with staff to ensure alignment with EA North American implementation goals.
• Manages and conducts performance reviews for direct reports and provides measurable benchmarks and goals for each team member
• Manages the end-to-end process of product implementation through coordination with Sales, Commercial, Business Excellence, Account Administration, Underwriting, and the Product Team to design products that meet the needs of the company and Client Partners
• Participates in developing creative solutions to product issues to maximize opportunities for profitability and minimize compliance risks
• Manages or assists in managing the coordination, assignment, and timely collection of department responses to RFP’s
• Manage the response process by creating a workflow in Workfront or other Project Management tools that tracks the timeliness of responses
• Execute all RFP/RFI/Questionnaires/Surveys etc. by developing close relationships with sales, product, legal and finance
• Work in concert with the commercial team to onboard EA North American clients
• Manages partner’s compliance with EA North American guidelines and standards

Skills on Resume: 

• Project Management (Hard Skills)
• Leadership and Team Management (Soft Skills)
• Strategic Thinking (Soft Skills)
• RFP Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Cross-functional Collaboration (Soft Skills)
• Compliance Management (Hard Skills)
• Communication and Negotiation (Soft Skills)

Job Summary: 

• Audits partner activity and websites for compliance investigates compliance issues, makes recommendations for remediation, and implements corrective action in collaboration with Sales Account Managers
• Overseas Implementation Manager duties to ensure product documents are correct and timelines are met
• Financial information accuracy in Plan Profile and associated ERP
• Take responsibility for the payment process set up and actioned
• Client partner marketing materials (website documents, in path, confirmations, etc.) are created in coordination with partner onboarding,
• Provides feedback on Commercial team processes and assists in developing ways to improve onboarding new accounts. 
• Onboarding wholesale partners on a retail platform requires restructuring.
• Serves as subject matter expert in both agent and wholesale Client Partner travel insurance/limited lines licensing
• Directly managing complex and VIP account profiles
• Leads licensing-based projects and initiatives with the support of other team members and/or temporary staff
• Establishes communication structure for initial partner onboarding, licensing renewals, training schemes, corrective actions, and off-boarding processes

Skills on Resume: 

• Compliance Auditing and Remediation (Hard Skills)
• Project Management (Hard Skills)
• Financial Accuracy (Hard Skills)
• Payment Process Management (Hard Skills)
• Marketing Material Coordination (Hard Skills)
• Process Improvement (Hard Skills)
• Wholesale Partner Onboarding (Hard Skills)
• Subject Matter Expertise (Hard Skills)

Job Summary: 

• Deliver product demonstrations, tailored to prospective clients
• Create a technical evaluation stage of the sales process and ensure proper technical discovery is performed before the sale
• Technical POV support on RFPs and custom client solutions
• Consult with potential clients - CMOs, marketing specialists, performance marketers and others with a varying range of technical expertise to understand needs and high-level requirements
• Guide clients through technical setup, including strategic oversight and troubleshooting
• Identify and implement process and delivery enhancements to continually improve client onboarding
• Work cross-functionally with client enablement, product & engineering teams to continually improve the client onboarding experience, surfacing & prioritizing client feedback & identifying scalable solutions.
• Develop and maintain a strong understanding of current offerings and product roadmap
• Provide product/service advice and technical guidance to the sales and delivery teams
• Identify trends and translate them into knowledge-sharing and subject-matter expertise internally

Skills on Resume: 

• Product Demonstrations (Hard Skills)
• Technical Sales Process Management (Hard Skills)
• Technical Point of View (POV) Support (Hard Skills)
• Consultative Sales Approach (Soft Skills)
• Client Onboarding and Technical Setup (Hard Skills)
• Process Improvement and Enhancement (Hard Skills)
• Cross-functional Collaboration (Soft Skills)
• Product and Market Knowledge (Hard Skills)

Job Summary: 

• Lead overall project management for new account onboarding process for global clients, including creating project plans and specifications to map client requirements to determine the appropriate onboarding process.
• Manage projects according to Standard Operational Procedures and company policies maintaining timelines and metrics for all new global clients.
• Validate and communicate client expectations and requirements to operation teams to ensure timely and accurate delivery of services.
• Kick-off projects and organize phone and video conferences with clients and internal teams, schedule and lead recurring status calls.
• Manage client expectations regarding onboarding timelines.
• Anticipate and manage risks, evaluate impact, and communicate accordingly to all stakeholders.
• Effectively communicate, present and influence credibly at all levels of internal and client organizations, including HQ, executive and C-level.
• Coordinate HR Service Delivery and Visa and Global Mobility Teams for support with employment offers, visa processing and compliance
• Provide input and recommendations for process, or policy changes.
• Collaborate and align with the Client Success Manager to ensure consistent client communication.

Skills on Resume: 

• Project Management (Hard Skills)
• Process Adherence (Hard Skills)
• Client Communication (Hard Skills)
• Stakeholder Management (Hard Skills)
• Risk Management (Hard Skills)
• Executive Communication (Soft Skills)
• Coordination and Support (Hard Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Lead and coordinate Officers and Senior Officers on the team, which will act as the day-to-day point of contact for the client during the onboarding process.
• Manage and further develop client relationships, from the time of onboarding to the launch of the fund structure
• Ensure effective delegation and coordination of various tasks involved throughout the onboarding stage
• Proactively predicting and mitigating any potential issues and anticipating clients’ needs
• Monitoring and enhancement of various onboarding functions
• Review client information and due diligence/KYC documents gathered for submission for compliance approval
• Ensure champion engagement with internal teams to drive operational effectiveness and identify and improve the efficiency of outcomes
• Cultivate areas for process improvement, facilitate training and support to the team, through effective recognition of any training needs
• Responsible for the success of each client onboarding from the outset through to the launch of fund structure, ensuring KPI standards are maintained
• Ownership of the monitoring of internal policies and procedures, ensuring these are consistently reviewed and adhered to
• Involvement in global projects across various alterDomus’ offices encompassing ad-hoc areas to further develop alter Domus global business strategy

Skills on Resume: 

• Leadership and Team Coordination (Hard Skills)
• Client Relationship Management (Hard Skills)
• Task Delegation and Coordination (Hard Skills)
• Problem-solving and Anticipation (Hard Skills)
• Process Enhancement (Hard Skills)
• Compliance and Due Diligence (Hard Skills)
• Operational Effectiveness (Hard Skills)
• Training and Development (Soft Skills)

Job Summary: 

• Co-ordinating standard onboarding activity
• Leading the onboarding activity including planning, coordination of execution, and managing client
• Gathering requirements from clients engaging with all business units
• Ensuring pass-off meetings or emails take place for each transition, and onboarding is managed
• Providing post-onboarding activity support for any internal, third-party parties and client queries
• Supporting sales process by presenting an approach to client onboarding
• Develop a thorough understanding of the Client organization and map out an appropriate implementation plan
• Work directly with the client to ensure all pre-implementation work is completed and internal stakeholders are briefed on campaign implementation
• Assume full accountability for planning and executing the implementation process
• Working collaboratively with the Sales teams and the client
• Monitoring campaign effectiveness to ensure the client's implementation objectives are achieved.
• Work directly with the client, and ensure all client stakeholders are briefed on the SafeContractor process to be able to objection handle and maximize the conversion rate

Skills on Resume: 

• Project Management (Hard Skills)
• Client Engagement (Hard Skills)
• Communication Skills (Soft Skills)
• Problem-Solving (Hard Skills)
• Sales Support (Hard Skills)
• Strategic Planning (Hard Skills)
• Accountability (Hard Skills)
• Monitoring and Evaluation (Hard Skills)

Job Summary: 

• Establishing and managing effectively one or more projects to deliver quality outcomes
• Leading distributed teams of project employees operating on complex IT projects
• Maintain the project plans and timely management of actual effort and remaining work
• Timely progress reporting to both clients and internal management
• Defining and managing necessary resources. 
• Controlling schedules to ensure that necessary tasks are completed according to the project plan
• Defining, preparing, and tracking assigned project budgets. 
• Analysing budget variances and recommending appropriate action
• Participating in new business meetings and daily stand-ups
• Maintain Salesforce and production of management information and KPI reports

Skills on Resume: 

• Project Management (Hard Skills)
• Team Leadership (Hard Skills)
• Progress Reporting (Hard Skills)
• Resource Management (Hard Skills)
• Schedule Control (Hard Skills)
• Budget Management (Hard Skills)
• Client Communication (Soft Skills)
• Data Management and Reporting (Hard Skills)

Job Summary: 

• Responsible for the processing & validation of new Account applications both Electronically and Manually for the private bank.
• Input & validate new account data into the private bank's database and also update details of existing client accounts.
• Understand the private bank's tax matters, particularly FATCA and CRS classifications
• Respond in a timely and accurate manner to the private bank's Relationship Manager queries
• Arrange and scan all general & payment correspondence as well as Account documentation.
• Prepare the private bank monthly statistics for Branch Management and deputize for the Client Documentation Head
• Take responsibility for workflow management for the team will be the job of The Client Onboarding Manager
• Be the escalation point for the team and stakeholders, providing solutions to complex cases
• Assist business and risk managers with internal audit requests on behalf of the private bank

Skills on Resume: 

• Account Processing and Validation (Hard Skills)
• Data Management (Hard Skills)
• Knowledge of Tax Matters (FATCA and CRS) (Hard Skills)
• Client Relationship Management (Soft Skills)
• Document Management (Hard Skills)
• Statistical Reporting (Hard Skills)
• Workflow Management (Hard Skills)
• Problem-solving and Escalation Handling (Soft Skills)

Job Summary: 

• Co-ordinate the take-on process for institutional segregated and pooled fund investors by liaising internally with teams
• Ensuring that all aspects of the onboarding/restructure are appropriately actioned by these internal departments.
• Liaising with the client to ensure requirements are understood and subsequently met, that the client remains fully informed and expectations are managed alongside funding and/ or transition timelines
• Ensuring requirements and processes of external parties such as custodians, transition managers, clearing brokers, administrators, accountants and trading counterparties are considered as part of the onboarding and restructuring process.
• Establishing servicing and operating processes with the client's appointed third-party representatives Administrator to arrange for the set-up of client portfolios and ensure the necessary linkages are established from an operational perspective
• Be a positive contributor to the VidMob community and culture
• Accurately document, track and report onboarding projects and report to management regularly.

Skills on Resume: 

• Project Management (Hard Skills)
• Communication (Soft Skills)
• Client Relationship Management (Soft Skills)
• Stakeholder Coordination (Hard Skills)
• Process Optimization (Hard Skills)
• Documentation and Reporting (Hard Skills)
• Problem-Solving (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Develop and manage the consolidated Programme plan considering all cross functional teams required to onboard the planned portfolio of clients
• Co-ordinate the team of testers who are responsible for managing the quality of products offered to the clients
• Work with clients to ensure that all onboarding tasks are planned and delivered by both parties to time and budget
• Identify any issues early whether internal or external which will impact agreed delivery dates with agreed mitigation actions to resolution
• Set up and run the Governance Organisation required to manage the On-Boarding Programme for each client
• Ensure full alignment between various internal and external teams who have to deliver time-coordinated activities to achieve the implementation date – focusing on timelines, prioritization, tickets and scope allocation of project tasks to various internal and external teams
• Communicate the impact of changes to all stakeholders regularly.
• Ensure quality and standards are achieved throughout the full program plan.
• Ensure all documentation created for the project including Project Plan, Status Reports, Risk Logs, etc. are of the highest standards.
• Report to Programme Success Lead on the progress of the "health of the Client On-Boarding Programme"
• Continually review the Client On-Boarding process to get buy-in to improvement activities which will increase the speed and efficiency of this process.

Skills on Resume: 

• Program Management (Hard Skills)
• Quality Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Issue Identification and Mitigation (Hard Skills)
• Governance Establishment (Hard Skills)
• Cross-functional Team Alignment (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Process Improvement (Hard Skills)