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
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
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