Sarah opens her laptop at 7:55 a.m.
Sarah Chen is the Director of Client Onboarding at a top-twenty asset manager. The CEO announced a bet two years ago: the firm would build the integrated public-private markets platform, with private credit and infrastructure products distributed through wealth channels the firm had never served at scale.
Her Researcher has already pulled the four new client packages that came in over the weekend, summarized the client investment policy statements, mapped existing allocations against the product set, and flagged mandate constraints before they become Thursday problems.
Her Producer has drafted four onboarding packages: subscription documents, side-letter precedent language, cross-asset client reporting addenda, and regulatory disclosure packages. Her Coordinator has scheduled legal review, operations handoff, and the client signing window.
By 8:47 a.m. Sarah has done what used to be Tuesday and most of Wednesday.