Independently lead the implementation of fund and client-driven initiatives and manage the end-to-end life cycle for multi-faceted business initiatives that fall within the strategic pipeline
Undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
Liaise with external parties, as appropriate, for successful delivery of the initiative. Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
Obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner
Secure, lead, motivate and inspire the internal and external resources required to deliver the program and effectively deliver business outcomes for internal and external clients
Deliver transformational initiatives with demonstrable improvement in business outcomes
Develop and present materials where necessary throughout the project lifecycle
Be seen as a subject matter expert for multiple products and portfolios that are of strategic importance to the firm
Participate in efforts to respond to regulatory requests and inquiries related to the Funds
Required Qualifications, Capabilities, and Skills
Bachelor’s Degree
Minimum of 4 Financial Service Experience (fund industry experience)
Project Management experience required
Prior experience in Client Service, Operations or Business Management
Product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs and commingled pension trust funds
Understanding of Institutional operating platforms including experience interfacing with service providers such as custodians, transfer agents and record keepers required
Highly collaborative – history of delivering results through organizational partnership with cross-function teams