Project Manager, Onboarding and Transitions
Core
Lead end-to-end onboarding and transition projects for new Fund Administration and Custody clients, ensuring seamless migration to Automic's systems and operational readiness.
Role type
Senior Project Manager (Financial Services Implementation)
Builds
Fund Administration and Custody service implementations for financial institutions
Domain
Financial Services / Fund Administration / Custody
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
complex project management, data migration coordination, system configuration, stakeholder engagement, risk management, regulatory reporting, operational readiness planning, cutover management
Preferred skills
Fund Administration domain expertise, custody operations experience, advanced Excel, data analysis
Technologies
cloud-native registry platforms, custodian systems, data migration tools
Responsibilities
Translate solution design into detailed project plans with milestones and dependencies; coordinate data mapping, cleansing, reconciliation, and client sign-off; oversee platform configuration, integrations, and defect management; drive operational readiness including access management and training; plan and manage cutover and hypercare activities; act as primary client contact for the onboarding lifecycle.
Seniority
Senior, hands-on IC
