Project Manager & Operational Readiness Manager
Core
Manage end-to-end onboarding and conversion projects for new clients in the Funds industry, ensuring compliance with project standards and regulatory requirements.
Role type
Senior Project Manager (Financial Services / Transfer Agency)
Builds
New client onboarding workflows, conversion run-books, and operational readiness for asset management clients.
Domain
Financial Services, Funds, Transfer Agency, Regulatory Compliance
Required skills
Project planning and reporting, stakeholder management, risk identification and mitigation, issue tracking, team leadership, regulatory compliance knowledge, client relationship management, process improvement, multitasking, deadline-driven execution
Preferred skills
PMP certification, experience in Transfer Agency, knowledge of mutual fund products and distribution channels, understanding of anti-money laundering regulations, virtual team management, investment concepts
Technologies
Corporate PPR tools, standard project management templates
Responsibilities
Lead client-facing project calls and governance meetings, manage BA workflow and escalations, coordinate workstream leads and internal business units, prepare and manage conversion run-books, track and resolve project issues, ensure operating model sign-off, liaise with Legal & Risk teams, monitor team performance and timeliness, cultivate client relationships, drive process improvements, ensure compliance with regulatory regimes
Seniority
Senior, hands-on IC with leadership responsibilities