Drive client requirements gathering process and propose and influence target solutions for the client
Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate sign off on solutions.
Own and drive project activities including, but not limited to:
Develop and manage project delivery plans
Facilitate negotiating of client legal agreements
Execute plans with robust governance and reporting
Actively mitigate and manage project risk by coordinating timely resolution of issues
Scope containment and change management
Manage and motivate virtual working teams across multiple locations and disciplines
Lead project communication to all internal and external parties
Execute post implementation and production satisfaction reviews to continually improve practices
Effectively prioritize, track and report on all projects in the pipeline.
Ensure all controls and procedures are complied with
Related Responsibilities
Contribute to strategy for delivering excellent client implementation service
Identify potential tactical and strategic improvements to implementation processes
Proactively drive internal team and department wide initiatives as agreed upon
Work with Sales and RFP teams in pre-win phase to ensure on-boarding is effectively represented
Actively represent and champion the Implementation team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product discipline
Actively represent Implementation team at a range of senior forums
QUALIFICATIONS
Knowledge
Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Admin, Securities Lending, Hedge Fund Services and Prime Custody
Skills
Excellent project management skills
Excellent client-facing skills
EXPERIENCE
5-10 Years in Financial Services particularly Securities Servicing Industry
5+ years in a client facing implementation role or commensurate experience