Our client is a leading global fund services firm, seeking an experienced Client Onboarding / Transitions Manager to join them for a permanent role.

The purpose of the Client Onboarding Manager is to project manage the onboarding of new clients; the launch, restructure or closure of client funds/products; coordinating asset transitions and registry migrations and off-boarding of clients. The role will also support the design, development and launch of new products and services.

Key responsibilities

• Coordination and project management of new client onboarding across operations, fund accounting and registry
• Manage the implementation and launch of new products and funds for existing clients
• Participate in the design and development of new products and services for Fund Solutions
• Coordinate and project manage transitions and restructures end to end from the development of the transition/project plan through to implementation / “go live”
• Update and maintain project plans and activities trackers with key activities and deliverables
• Coordinate meetings and working groups with key internal and external stakeholders
• Use continuous process improvement methodologies to develop transition plans and onboarding processes
• Ensure all key stakeholders are engaged and provided with regular updates/progress reports on client onboarding and transition activities
• Coordinate internal business units to ensure deliverables and objectives are completed to project/transition timelines
• Ensure appropriate levels of governance and risk management are applied to all client on-boarding and product/service implementation activities
• Escalate any risks or difficulties which threaten the successful completion of the client onboarding, transition or project

Experience:

• Approximately 5+ years’ transition management / client on-boarding experience from fund services, custody, asset management, superannuation industries
• Project management experience