Job Abstract

Los Angeles, United States of America

Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk.

Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.

Essential Functions/Responsibility Statements:

• Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.
• Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities
• Leads new customer onboarding projects to completion, provides innovation, process and technical expertise, advise & consult throughout the initial 90-day deployment plan.
• Regularly reviews and appraises workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
• Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
• Leads process improvements based on post-mortem transition analysis.
• Ensures the platform is successfully rolled out according to required timescales and customer initiative requirements.
• Builds relationships with key customer contacts to ensure high levels of satisfaction and lay the foundations for continued growth and partnership.
• Works closely with the Sales and Customer Success team to ensure seamless onboarding for all new customers.
• Owns the onboarding and implementation process for our most strategic clients, forging a successful long-term partnership.
• Maintains and tracks all projects and documentation.
• Serves as the client’s project manager and liaison internally during the onboarding process and special ongoing projects.
• Creates and delivers all onboarding programs and materials. Leverages client feedback to improve the onboarding process collaborating with leadership teams across departments.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• Bachelor's Degree or equivalent degree and/or equivalent work experience

Work Experience:

• 9+ Years Experience in securities, financial services or client-facing or project management roles preferred.

Skills and Abilities:

• Excellent verbal and written communication skills
• Excellent interpersonal skills with the ability to engage at all levels of the organization
• Exhibit a high energy level, and demonstrate the ability to work as a valuable contributor to the team, with flexibility in work habits to schedule and meet the needs of the Department
• The ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
• Advanced computer skills including, but not limited to, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint, and demonstrated ability to conduct Internet research in an efficient, productive manner
• Strong analytic and problem solving and project management abilities
• Must be a highly motivated candidate with the ability to work independently and in a highly fluid environment

Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

Primary Location: Los Angeles, CA, UCM - Los Angeles

Other Locations: California-Los Angeles,New York-New York

Organization: Santander US Capital Markets LLC