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🥝 Project Manager - Client Onboarding #

WTW | Ciudad de México, Mexico | Posted June 26, 2026

Job Description

The Role

  • Successfully manage multiple activities in investment operations for a variety of clients. 
  • Respond to requests from internal or external clients for additional information as assigned
  • Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned
  • Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard
  • Demonstrate risk-management excellence and adhere to documented procedures
  • Provide specialist advice to the various teams in the business
  • Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters.
  • Consistently interact with ot...
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