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G MASS

Vice President, Client Integration - Client Integration, Program/Project Manager

Program ManagementPosted on Nov 10
Full-timeMiami, FL, USANo salary listedHybrid

About the Job

Requirements

  • A degree or relevant professional qualification is required.
  • At least 5 years of project management experience in fund administration or investment operations, delivering client onboardings, conversions and transformation programmes; a purely IT background is not sufficient.
  • At least 3 years of client services experience within asset management, ideally with a fund administrator or alternatives servicing provider.
  • At least 3 years of experience managing people and resources.
  • Experience in financial services and a genuine interest in the markets and hedge fund space are required.
  • Business analysis experience, a good grasp of target operating models and their structural impact, and knowledge of listed and over-the-counter products are required.
  • Ability to communicate confidently and build credibility with clients and internal stakeholders up to C-suite level while running several projects at pace is required.
  • Ability to take ownership, work collaboratively and contribute ideas to continuous improvement is required.
  • Strong Microsoft Office skills are required.

Responsibilities

  • Lead and oversee client integrations, conversions and strategic projects, including new client launches, New Business Existing Client launches, onboarding ancillary services and major service-level agreement changes.
  • Coordinate internal and external stakeholders to ensure project scope is documented, agreed and completed during the planning phase, and internal workflows capture each client's unique requirements.
  • Participate in marketing and sales pitches, demonstrate the firm's workflows, best practices and technology, and support requests for proposals and requests for information.
  • Act as a direct source of information to Business Development, manage requested Proofs of Concept, and contribute to Administration Agreement and service-level agreement negotiations.
  • Oversee strategic initiatives within the Client Integration team and participate in departmental and company-wide projects and process improvements.
  • Identify issues and concerns on high-risk projects and recommend company-wide solutions.
  • Track projects, progress, status and deadlines, and produce management information system reporting for the executive management team.
  • Manage operational risk, including monthly status reporting on key developments to external clients and executive management, with an emphasis on escalation and complaints management.
  • Manage virtual project teams and the pipeline, project and resourcing plan, ensuring fluid work forecasting and allocation.
  • Lead, recruit, train and develop a group of Assistant Vice Presidents, partner with Senior Vice Presidents to resolve complex client issues, and ensure adherence to departmental procedures and policies.

Desired Qualifications

  • An accounting or middle-office background is desirable.
  • A formal project management qualification is desirable.
  • Relationship management experience is desirable.

About the Company

Company size
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Total funding
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Founded
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