VP - Client Integration
Core
Own new and existing client product launches/conversions, manage project progress, and oversee technology system onboarding for financial services clients.
Role type
Senior IC client integration manager (financial services)
Builds
Client product launches, conversions, and operational process enhancements
Domain
Financial services / Hedge funds
Required skills
Project management, Business analysis, Team leadership, Stakeholder coordination, Risk escalation, Process improvement, Financial markets knowledge, Listed and OTC products knowledge, Microsoft Office proficiency
Preferred skills
None stated
Technologies
Microsoft Office
Responsibilities
Track and monitor project progress via project tools; Chair client meetings and document actions; Provide exceptional client service throughout; Escalate project issues/delays; Communicate/Present progress to Management Teams and stakeholders; Manage/coordinate all work stream owners and deliverables; Identify/Address/Escalate project concerns and risks; Direct ownership and overseeing Technology system onboarding; Coordinate with all relevant teams to ensure internal workflows will meet client needs; Ensure application of core Client Integration process and procedures; Project manage Ad-Hoc Operational / Process enhancement projects; Work with Data Services for additional / ad-hoc requests; Contribute to PMO responsibilities including staffing, regional project tracking and department projects; Ensure Lessons learned process is documented and be a critical contributor to identification and implementation of enhancements