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Prime Services Transition Management

New York, NY

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Prime Services Transition Management

New York, NY

Apply for job

Date live: May. 06, 2024

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 90387098

Contract: Permanent

Salary / Rate USD 155000 to 250000

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Prime Services Transition Management Vice President
New York

This role is regulated by FINRA.

As a Barclays Prime Service Transition Management Vice President, you will join a multi-faceted group, to manage the client experience at the firm from Sales mandate to being onboarded to Prime platform. As a Transition Manager, you will also be responsible for onboarding clients across multiple platform and markets that we currently offer trading and investment opportunities for, managing the relationships of internal stakeholders, on-boarding serves as the primary point of contact for clients, and handling the day to day dialogue and action. 

Salary / Rate Minimum: $155,000
Salary / Rate Maximum: $250,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We've helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.

Colleagues who have applied for 'onsite' roles are expected to work four or five days a week at the selected workplace, contingent upon their specific role and business area requirements. If you're applying for a position, please discuss the working pattern specifics with the hiring manager. It's important to note that we are constantly adapting our working environment, and as a result, working arrangements can be adjusted with reasonable notice to align with our business needs.

What will you be doing?

• Working with clients to translate their operational and trading needs onto the Barclays Prime Brokerage platform across products and entities
• Coordinating with Sales, Risk, Pricing and Product to deliver seamless solutions to our client base
• Cultivating client relationships and facilitating the onboarding process end to end through regular communication of KYC, Regulatory, and Operations requirements
• Being the central point of contact throughout the on-boarding process, including educating clients on platform capabilities and Barclays infrastructure
• Acting as the project manager for all internal coordination across key stakeholder groups to align prioritization and meet client go live dates
• Building effective working relationships with internal stakeholders including Sales, Trading, Compliance, Credit, Legal, Operations and Technology across the firm
• Ensuring all internal account setup is completed from reporting, trade file testing, and operational considerations for optimal setup

What we’re looking for:

• Bachelor’s degree and a minimum of five years’ experience in a client facing role within the financial services industry 
• Understanding of the Hedge Fund and Asset Manager landscape, with focus on clearing, settlement and financing across products and strategies
• Demonstrate willingness to drive initiatives, improve process and enhance end to end workflow
• Pro-active and detail oriented, ability to work in an independent manner but in a team environment with great interpersonal skills

Skills that will help you in the role:

• Analytical with ability to problem solve and escalate to proper stakeholders accordingly
• Excellent verbal and written skills with ability to multi-task, prioritize and excel in organizational management; service oriented and can manage multiple competing priority client requests
• Ability to build relationships with both key internal stakeholders and external clients; have experience providing white glove service at Institutional clients 
• FINRA licenses  Series 99 and Series 7

Where will you be working?

You will be working at our Americas Headquarters at 745 Seventh Avenue. This 32-story office tower is located in Times Square in the heart of Manhattan and features a cafeteria, fitness center and state-of-the-art LED signage on the facade of the building.



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More about working at Barclays

Barclays offers corporate and investment banking and credit card services in the US. Our 10,000 US colleagues are located in offices across the country, with headquarters in New York City, a world-class campus in Whippany, New Jersey hosting our Technology and Functional Teams, and sites in Nevada and Delaware supporting our contact center operations.

We're committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 - Your application
Step 2 - Your assessment
Step 3 - Your interview
Step 4 - Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click here to learn more.

Find out more information here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a Carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.

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Purpose

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Values

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