Trading Documentation and Counterparty Onboarding Manager – London

Overview

As Trading Documentation and Counterparty Onboarding Manager, you will oversee the full onboarding lifecycle for trading counterparties within Mercer’s Direct Investment Unit. You’ll coordinate internal stakeholders and external counterparties to ensure compliant, timely progression from onboarding to offboarding, with clear visibility of status and dependencies. You will lead kickoff communications and manage AML/KYC, credit, and legal review stages, aligning processes with governance. This role offers the chance to shape onboarding workflows in a fast-moving investment environment and collaborate across Legal, Trading, and Operations teams.

Pay / Benefits

• professional development opportunities
• collaborative and inclusive culture
• hybrid work
• career opportunities
• benefits and rewards to enhance well-being

Responsibilities

• Own and maintain the trading document pipeline tracker with current prioritisation
• Chair weekly stakeholder pipeline calls and ensure actions are tracked and closed
• Prepare slides and coordinate updates for monthly meetings and follow through on actions
• Coordinate prioritisation with stakeholders to reflect business needs and onboarding sequencing
• Track progression through each stage of onboarding and provide visibility of status, dependencies and blockers
• Lead onboarding kick-off communications with counterparties and coordinate AML/KYC and credit requirements
• Manage document collection, AML/KYC and credit review stages including onboarding platforms
• Own the offboarding process with bank counterparties in line with governance requirements

Key requirements

• Experience in trading documentation, counterparty onboarding, legal intake or lifecycle management within financial services or investment management
• Proven project management capability coordinating multiple workstreams and competing priorities
• Knowledge of AML/KYC, credit, legal documentation and onboarding controls
• Strong stakeholder management skills across Legal, Trading, Operations and external counterparties
• High attention to detail, sound judgment and structured issue escalation
• Familiarity with workflow platforms, onboarding systems and internal tracking/reporting tools

• calm, organized and proactive approach
• ability to lead cross-functional collaboration
• strong communication and governance mindset
• AML/KYC knowledge
• credit review processes
• onboarding platforms

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