Sr. Vice President - Client Integration
Core
Lead client integration, sales preparation, and project management for new and existing clients in the fund administration and asset servicing sector.
Role type
Senior leadership (Sr. Vice President) in client integration and project management
Builds
Seamless client onboarding, new business launches, and strategic client service workflows
Domain
Financial services, Asset Management, Fund Administration
Required skills
Project management, Client services, People and resource management, Business analysis, Financial markets knowledge, Listed and OTC products knowledge, Stakeholder management, Strategic initiative oversight
Preferred skills
Accounting experience, Middle Office experience, Project Manager qualifications, Relationship Management experience
Technologies
Microsoft Office
Responsibilities
Participate in marketing and sales pitches; manage new client launches and conversions; oversee departmental projects and process improvements; manage virtual teams and recruitment; track project status and operational risk; resolve complex client issues.
Seniority
Senior, hands-on IC with management responsibilities