Trading Documentation and Counterparty Onboarding Manager – London

Company:

Marsh

Description:

Trading Documentation and Counterparty Onboarding Manager – London

We are seeking a Trading Documentation and Counterparty Onboarding Manager to join our team in London. This individual will play a key role in coordinating the full lifecycle of trading documentation and counterparty onboarding across Mercer’s Direct Investment Unit.

We will rely on you to:

The Trading Documentation and Counterparty Onboarding Manager is responsible for ensuring the full onboarding and lifecycle process for trading counterparties is managed in a disciplined, timely and well-controlled way. A key part of this is maintaining a clear pipeline, coordinating internal stakeholders and external counterparties, and keeping legal, credit, AML/KYC and operational workstreams aligned.

For this role specifically, we would be looking for an individual who can:

• Own and maintain the trading document pipeline tracker, ensuring it remains current, accurate and appropriately prioritised

• Chair weekly stakeholder pipeline calls, drive decisions and ensure actions are captured and closed in a timely manner

• Support monthly meetings by preparing slides, coordinating updates and following through on actions

• Partner with stakeholders to ensure prioritisation reflects business needs and onboarding sequencing

• Track progression through each stage of the onboarding process and provide clear visibility of status, dependencies and blockers

• Lead onboarding kick-off communications with counterparties and coordinate early-stage requirements, including AML/KYC and credit queries

• Run document collection, AML/KYC review and credit review stages of the counterparty onboarding process, including onboarding platforms

• Own the offboarding process with bank counterparties, ensuring actions are completed accurately and in line with governance requirements

What you need to have:

• A wealth of experience in trading documentation, counterparty onboarding, legal intake or lifecycle management within financial services or investment management

• Proven project management capability with the ability to coordinate multiple workstreams and competing priorities

• Sound working knowledge of AML/KYC, credit, legal documentation and onboarding controls

• Strong stakeholder management skills with the confidence to work across Legal, Trading, Operations, client-facing teams and external counterparties

• High attention to detail, sound judgment and a structured approach to issue escalation and resolution

• Comfort with workflow platforms, onboarding systems and internal tracking and reporting tools

What makes you stand out:

• Experience supporting high-growth investment or trading environments

• A calm, organised and proactive approach to managing complex onboarding activity

• The ability to bring people together, maintain momentum and keep processes moving smoothly

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders

• We foster a collaborative and inclusive culture where you can work with talented colleagues to create new solutions and have real impact

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected].
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.