Client Implementation Manager

1 month ago

Lake Mary, United States TurningPoint Healthcare Solutions LLC. Full time

Client Implementation Manager

Who We Are:

TurningPoint Healthcare Solutions is a leader in advanced clinical and technology-enabled complex condition management. TurningPoint provides an innovative suite of specialty care management services and technologies that enable health plans and employers to improve the safety, quality, and affordability of healthcare. Through its platform and specialized team of clinical experts, TurningPoint works collaboratively with providers to deliver optimal care. TurningPoint offers condition-specific, quality-driven, value-based care management services that optimize care from diagnosis and discovery through recovery. TurningPoint's comprehensive and integrated suite of services enhances the support individuals need, at the time they need it most. Since launching in 2015, TurningPoint has provided support to more than 50 million people nationwide across numerous clinical specialties including musculoskeletal, pain management, cardiology, wound care, ear/nose/throat, and sleep. TurningPoint's model moves beyond denial-based care to holistic condition management that improves outcomes and reduces cost. TurningPoint is an independent organization, not owned or affiliated with a health plan or provider system.

Position Summary:

The Client Implementation Manager will have responsibility for leading new client onboarding activity and the implementation of investment changes for new and existing client mandates. The role will also be directly responsible for managing the operational components of manager transitions and transitions of client assets into new investment strategies and funds. The Client Implementation Manager will work directly with clients, and internal and external stakeholders on activities. The role will require developing a solid relationship with our Legal & Compliance teams, to ensure agreements reflect the nuances of the investment solutions.

Roles and Responsibilities:

* Demonstrate ownership on assigned events and drive to completion.
* Develop and maintain detailed project plans for each new client transition.
* Coordinate and host ongoing onboarding project calls with clients and their counterparties.
* Facilitate the legal review process between the client and internal Legal Team to ensure that agreements are negotiated in a timely manner.
* Work with operational stakeholders to ensure that all client set up requirements are considered and executed efficiently and in a risk-controlled environment.
* Collaborate with the Team to ensure that clients' legacy investments are transitioned efficiently from their current structure to their new investment lineup.
* Ensure that all new client onboarding Compliance requirements are met.
* Coordinate all aspects of trading related to client onboarding and transition events.
* Responsible for providing operational support to new discretionary client accounts via operational team members.
* Be risk-aware and contribute to culture of continuous improvement.

Education, Experience and Licensure:

* A minimum of 5 years of experience in fund accounting and/or custodial oversight, advisory management operations, portfolio operations or client services, and a track record of progress and development (Asset Manager and/or Client facing experience a plus).
* Demonstrated ability to work in a fast-paced environment where adherence to procedures and controls is critical.
* Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task.
* Positive attitude & proven ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities.
* Strong performance in leading a project, a team, or an initiative.
* Proficiency in Microsoft Office.
* Bachelor's degree in accounting, finance, business, or related field of study preferred (advanced degree or relevant certifications a plus).

TurningPoint Healthcare Solutions is an Equal Opportunity Employer.

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