POSITION RESPONSIBILITIES 

Implementation

• 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