Make your mark shaping client onboarding and migration outcomes while growing your leadership career in a global, cross-functional team.

As a Third-Party Onboarding Team Leader within Investment Middle Office, you manage a team delivering core third-party onboarding services for clients globally. You set priorities, capacity plans, service level agreements, and quality standards while serving as the day-to-day onboarding point of reference for select client relationships. You translate current operating models into a target operating model with clear scope, timelines, and acceptance criteria, partnering across functions to execute onboarding plans.

Job Responsibilities:

Lead and develop a small team delivering third-party onboarding services across a portfolio of clients and providers
Set team priorities, capacity plans, and objectives to meet agreed service level agreements and quality standards
Allocate work, run structured daily and weekly forums, and remove delivery blockers to maintain momentum
Coach team members on stakeholder management, problem solving, and consistent quality and documentation practices
Own day-to-day onboarding delivery for select client relationships, clarifying scope, sequencing, timelines, and acceptance criteria
Establish and manage working relationships with third-party providers to drive adoption of the target operating model
Partner with Product, Operations, Reference Data, Testing, and Technology to define scope and execute onboarding plans
Design, coordinate, and certify connectivity via SWIFT and secure file transfer protocol, resolving bespoke formats where needed
Plan and run user acceptance testing, including defect triage, with clear entry and exit criteria and transparent quality gates
Maintain dashboards and executive-ready reporting that show progress, quality, and service level agreement adherence
Identify risks and issues early, drive resolution across stakeholders, and enhance processes and controls through continuous improvement

Required qualifications, skills, and capabilities:

Experience managing and coaching a small delivery team (3â€5 people) with clear quality standards and service level agreements
Experience setting priorities, planning capacity, and allocating work across multiple concurrent onboarding efforts
Knowledge of the trade lifecycle, cash management, and corporate actions across multiple product types
Experience working in custody, including operational processes, service models, and controls
Experience with SWIFT messaging and connectivity troubleshooting with third-party providers
Experience managing secure file transfer protocol connectivity design and certification activities
Experience planning and executing user acceptance testing, including defect triage and quality gates
Ability to translate current-state operating models into a target-state onboarding approach with clear scope and acceptance criteria
Strong written and verbal communication skills for daily delivery forums and executive-ready updates
Advanced skills in Excel and PowerPoint for dashboards, metrics, and stakeholder reporting

Preferred qualifications, skills, and capabilities:

Experience resolving non-standard data formats used in custody and fund operations onboarding
Experience building and maintaining onboarding dashboards and metrics used for governance reporting
Experience using Alteryx for operational reporting and analysis
Experience using Tableau for dashboarding and visualization
Experience using a workflow or portfolio tool to manage plans, dependencies, and evidence consistently

Mumbai-based / Mumbai location references

Third Party Onboarding Associate