Third Party Onboarding Associate

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.

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 (3–5 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