Senior Relationship Manager – Trading Services – Portfolio Manager Onboarding

Job Description

Senior Relationship Manager – Trading Services | Millennium

The Tone:
This is a full-time role at Millennium, location not specified. Millennium is a global, diversified alternative investment firm, focused on delivering results for its investors through evolution, innovation, and focus. This role is crucial in supporting the onboarding of new portfolio managers and their teams to the Millennium platform. By providing a central point of coordination, guidance, and connectivity, this position helps to unlock, grow, and scale new business opportunities for the firm.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Not specified
• Team: Strategic Business Services, within Trading Services
• Mission: To coordinate, guide, and connect portfolio managers and their teams through the onboarding process to the Millennium platform, ensuring a seamless experience.

What You’ll Actually Do
• Onboarding Leadership: Serve as the primary point of contact for the planning, coordination, and execution of all onboarding activities for internal and external portfolio managers and their teams.
• Cross-Functional Partnership: Partner with senior leaders across Equities, Fixed Income, Credit, Commodities, and Quant Strategies to facilitate a seamless onboarding experience for new teams.
• Requirements Coordination: Build a strong understanding of portfolio manager requirements and coordinate the delivery of necessary support across Risk, Technology, Operations, Compliance, Legal, HR, and other critical teams.
• Project Management: Lead cross-functional projects from planning through delivery, specifically aimed at enhancing the portfolio manager experience, improving strategy support, and optimizing data capture processes.
• Advisory Guidance: Provide high-quality advisory guidance to managers as they set up and onboard to the Millennium platform, maintaining an in-depth understanding of how to leverage the platform effectively.

The Must-Haves
• Background: Senior level professional with 12 or more years of experience in financial services, demonstrating strong knowledge of market structure, including equities execution flows, various trading strategies, and hedge fund or broker operational processes.
• Experience: Possess over 12 years of experience in financial services, ideally gained within a hedge fund, allocator, or prime brokerage environment, along with a proven ability to build relationships and work effectively across diverse business lines and functional teams.
• Skills: Exhibit excellent verbal and written communication skills to deliver clear guidance and actionable next steps, strong analytical and problem-solving abilities with sound judgment in complex and rapidly changing situations, and excellent organizational skills coupled with the ability to manage multiple priorities and a high level of attention to detail.