Job Responsibilities
- Independently lead the implementation of fund and client-driven initiatives and manage the end-to-end life cycle for large scale, complex and multi-faceted business initiatives that fall within the strategic pipeline
- Resolve Issues while undertaking effective issue management practices 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
- Participate in efforts to respond to regulatory requests and inquiries related to the Funds
Required Qualifications, Capabilities, and Skills
- Bachelor’s Degree
- Minimum 8 years financial services, experience in analyzing and delivering against complex business strategies
- Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs and commingled pension trust funds
- Knowledge of complex instruments including derivatives and alternatives required
- 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
- Display strong leadership with the ability to achieve a common understanding and agreement across groups with differing perspectives
- Excellent verbal and written communication skills and strong analytical, problem solving skills
Preferred Qualifications, Capabilities, and Skills
- Fund industry experience preferred - experience with registered investment companies and a demonstrated knowledge of various fund structures
- Prior experience in Client Service, Operations or Business Management a plus