Manager Global Mandate Onboarding

Job Description

Title                 Manager Global Mandate Onboarding

Department      Global Mandate Services (GMS)

Location          Taiwan / APAC

Reports To       TBC

Level                Assistant Manager

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Mandate Services team and feel like you’re part of something bigger.

About your team

The Global Mandate Services (GMS) team supports the implementation and change management of segregated mandates and investment advisory solutions across institutional clients globally. This includes onboarding new clients, managing client-led or regulatory change, internal strategic initiatives, and enhancing operational delivery frameworks. The team plays a critical role in supporting discretionary portfolio management and advisory services and collaborates closely with internal stakeholders including Sales, Investment Management, Asset Management Operations, Client Services, and third-party providers.

About your role
 

As part of the Global Mandate Services onboarding and implementation team, this role will report to the Manger of GMS onboarding. This will include day to day management of the pipeline of activity across mandate onboarding and implementation.

The team is responsible for institutional and wholesale sub-advisory mandate (collectively “institutional”), client onboarding and mandate implementation.

Focused on discretionary portfolio management (segregated mandate) and investment advisory services, the role will have central responsibility for delivery and quality assurance across the scope of activity. 

The successful candidate will act as a key partner to the sales teams to help drive delivery of client onboaridng activity, and effectively manage the risks across client management. The role will also require interactions with the range of internal partner functions that are critical to support onboarding and implementation activity.

The focus will be on Asia Pacific Clients, but can support our wider client-based across EMEA. The role will be based in Taiwan and travel across the wider APAC region is possible, both to engage with client facing sales teams and key support functions.

About you

The Successful candidate will take accountability to manage the new client and internal lead change activity, as well as act as key escalation point for complex change and query resolution

Project & Change Management

• Own and manage end-to-end mandate implementation for our institutional client mandates.
• Maintain and track comprehensive project plans, identifying risks and escalating issues as necessary.
• Act as a key escalation point for complex issues and query resolution.
• Plan and lead regular project governance forums and client/custodian meetings.

Stakeholder Engagement & Leadership

• Act as a key partner to global Sales teams, engaging at the opportunity stage to assess potential future mandates.
• Coordinate internal resources to design and deliver solutions for bespoke client requirements.
• Build strong relationships with internal stakeholders, including Investment Management, Risk, Compliance, and Operations.
• Represent the GMS team in cross-functional governance forums and external client discussions when required.

Operational Excellence & Risk Management

• Ensure robust management for all client mandates implementations, with a strong focus on risk mitigation, control processes, and quality assurance.
• Oversee and drive improvements to operating models, including risk controls and reporting.
• Engage with custodians, vendors, and platform providers to ensure readiness ahead of go-live dates.
• Work closely with Client Service Managers to capture and fulfill client expectations.

Team Management & Development

• Support production of Management Information (MI), governance reporting.
• Contribute to continuous process improvement and innovation across GMS functions.

Desirable Experience and Qualifications

Experience & Knowledge

• Proven experience in any of: Client Relationship Management (CRM) or exposure to investment instruments and associated operational functions such as investment management operations; asset servicing; trade operations; fund accounting.
• Experience of Mandate implementation activity and custodian onboarding
• Experience of product development or Client onboarding and change management for institutional clients is advantageous.
• Experience with Investment Management Agreements (IMAs) and client guideline documentation is also advantageous.

Skills & Attributes

• Excellent project management and planning skills.
• Strong stakeholder management and influencing capability.
• Analytical and problem-solving mindset with high attention to detail.
• Effective communicator, both verbal and written.
• Strong spoken and written English is critical
• Self-starter with the ability to manage multiple priorities under pressure.
• Comfortable leading smaller teams and working across global, matrixed environments.

Desirable Qualifications

• University degree or equivalent experience in a related field.
• Experience managing operational change in a global investment management context.
• Use of project tools and systems (e.g., InvestOne, workflow trackers) desirable.

What You Can Expect

• A dynamic and collaborative working environment with a global mandate.
• Opportunities for professional growth, cross-functional exposure, and leadership.
• A key role in shaping and delivering best-in-class client service for institutional clients globally.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.