The Business Implementation team is at the apex of providing clients a seamless onboarding and transition experience, this is driven by the Client Onboarding Manager. This role will partake in presales (RFI’s, RFP’s, DD’s), take ownership of end to end onboarding of new clients, ensure the right operating model considerations, closely manage financials and collaborate to drive success across a range of stakeholders internal and external.
The Project Manager will be responsible for ensuring successful delivery of workstream tasks and will focus on reviewing/validating/monitoring detailed deliverables and milestones and ensuring risks and issues are assessed, mitigated and addressed. The role will involve managing local and offshore Operations, IT and project staff through a matrix management structure to achieve delivery.
Key Responsibilities
* Direct and indirect management of project resources as required including workstream leads.
* Leading & facilitating client meetings to across a range of topics covering requirement analysis, solutioning, test planning, implementation planning, etc.
* Managing project risks, issues, interdependencies and quality; and acting as an escalation point for workstream issues.
* Managing all changes to requirements through a formally defined scope change process.
* Measuring and monitoring progress at clearly defined points in the process to ensure the project is delivered on time and within budget.
* Ensuring that all requirements, project plans, and changes to commitment are communicated to all affected team members and stakeholders including executive level steering committee members.
* Technical Understanding and oversight - utilizing financial services, funds management, custody or back-office administration industry experience and working closely with stakeholders to ensure in-depth understanding of current operating model, processes, end to end operations and IT flow with a focus on operational efficiency.
* Undertaking quality reviews of project deliverables to ensure they meet business needs and requirements, and adhere to the methodology, standards, and strategy.
* Preparation of Steering Committee papers and reporting to the local management team and other relevant business and client forums.
* Contributing to the development and implementation of project/project management and client onboarding best practices across the Business Implementation team.
Qualifications and Experience
* The Project Manager will have Financial Services knowledge along with experience working on client onboarding or business change projects.
* Experience in the financial services industry, preferably with specific technical knowledge of Fund Accounting and Unit Pricing, Investment Administration & Custody.
* They will possess strong influencing, leadership, project management and governance skills.
* Proven ability to keep a project on track and lead / motivate teams is essential.
* Minimum 8 years’ experience in Project Management including proven experience managing business change and client onboarding projects and in project delivery.
* Degree qualified in Business, Accounting or a related discipline.
* Excellent interpersonal skills.
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Project Management
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