Project Management, Vice President,
Core
Lead project management and oversight for Back Office Accounting, Custody, and Insurance client conversion initiatives, including onboarding, transitions, and mergers.
Role type
Senior IC Vice President, Project Management
Builds
Client conversion deliverables and operational improvements for custody and accounting services
Domain
Financial Services / Asset Management / Fund Administration
Required skills
Project management, Program management, Client relationship management, Regulatory compliance, Operational change management, Stakeholder communication, Risk management, Financial services domain knowledge, Mergers and acquisitions, Agile project management
Preferred skills
PMP certification, Consulting experience, Advanced degree in Accounting/Finance/Economics, Experience with MCH and eHorizon platforms, Experience with complex fund structures
Technologies
Microsoft Office (PowerPoint, Excel, SharePoint), MCH, eHorizon, ePAM Insurance
Responsibilities
Manage client conversion activity including new client onboardings, outgoing conversions, transition management, mergers, and interfund transfers; Execute onboarding plans adhering to regulatory standards; Support new client relationships and expansion; Implement operational changes to streamline functions; Communicate with clients and internal stakeholders to assess conversion status; Quantify and document processing methodology differences; Resolve discrepancies related to asset transfer and custody settlements; Ensure project management updates highlight risks and solutions; Develop a culture of collaboration across business lines.
Seniority
Executive (VP), Hands-on leadership