Brooklyn, NY, United States
6 hours ago
Onboarding Project Manager Senior Associate

As a Client Account Services – Onboarding Project Manager Senior Associate in Client Account Services (CAS) you will be responsible for the team’s governance, oversight and reporting across four functional verticals to ensure consistency and timely program delivery in support of the largest outsourced Investment Middle Office Services (IMOS) onboarding in the market.  

The CAS IMOS team manages our global and regional clients on the IMOS platform, coordinating end-to-end client account onboarding and maintenance whilst also driving technology and industry solutions as a response to changing business landscape and client needs. The team manages external client relationships as well as partnering with internal stakeholders within the business – product development, operations, and technology streams – to execute client business requirements.

Job responsibilities

Owns and is responsible for internal milestone plan, risk log and governance reporting Consolidates and delivers team reporting to internal and external stakeholders Manages senior internal and external stakeholders Identifies and implements continuous improvement opportunities Takes an active role in shaping and implementing future target operating model Coordinates with clients to assess new requests, manage future pipeline and address queries to enable successful account setup and onboarding Is a key liaison between functional teams (Client Services, Operations, Technology, Change Management) Establishes thorough understanding of the IMOS end-to-end process and is able to clearly communicate

Required qualifications, capabilities and skills

Demonstrated experience in structuring and managing projects, strong written and oral communication skills. Ability to build strong, cohesive partnerships with the Client, product development, operations, technology & other key stakeholders. Ability to prioritize and execute against multiple deliverables, changing workflows with appropriate levels of escalation. Ability to work independently and as part of team to identify and logically analyse complex challenges to deliver organizational goals while also working effectively in a matrix organization. Detail orientated and able to challenge and improve current operating practices. Strong Microsoft Office skills with experience in creating and delivering presentations to senior stakeholders

Preferred qualifications, capabilities and skills

Experience in or knowledge of Middle Office functions Background of business improvement and optimisation of operating practices Agile/PRINCE2/Lean Six Sigma or other relevant Project or Change Management qualification or experience

 

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