Executive Vice President (EVP) – Client Integration Program Manager

This is an opportunity to join a leading provider of fund administration and asset servicing solutions, known for delivering innovative and high-quality services to clients across asset classes and geographies.

As the Executive Vice President (EVP) – Client Integration Program Manager, you will oversee client integrations, conversions, and strategic initiatives, managing virtual teams responsible for project execution. This role requires a strong leader with experience in program and project management, client onboarding, and financial services operations.

You will play a key role in driving successful client transitions, ensuring seamless integration processes, and working closely with senior leadership teams across business units. Additionally, you will contribute to strategic business development efforts, helping to secure new clients while enhancing operational frameworks and risk management processes.

Key Responsibilities:

Project Management

• Oversee client integrations, fund launches, and conversions, ensuring smooth coordination between internal and external stakeholders.
• Define project scope, plan execution strategies, and track deliverables to meet client needs.
• Lead multiple concurrent programs and initiatives, ensuring alignment with business goals.
• Identify and mitigate risks in high-impact projects.

Operational Oversight & Reporting

• Track project progress, deadlines, and key milestones, ensuring timely reporting to senior management and clients.
• Monitor and manage operational risks, providing insights through regular reporting.
• Develop and implement forecasting strategies to optimize work allocation and resource management.

Team Leadership & Management

• Lead and manage virtual teams, ensuring effective collaboration across different geographies.
• Oversee recruitment, training, and development programs to build a high-performing team.
• Review and enforce compliance with internal policies and procedures.
• Manage resourcing and budgetary requirements for the department.

Client Engagement & Business Development

• Participate in sales and marketing efforts, presenting the firm’s workflows, best practices, and technology solutions to prospective clients.
• Assist with client proposals and responses to requests for information.
• Foster strong client relationships to drive business growth and expand service offerings.

About You:

• Bachelor’s degree or relevant professional qualification.
• 5 years of experience in accounting operations and client relationship management.
• 10 years of experience in the financial industry, including external client-facing roles.
• Strong knowledge of Private Equity, Real Assets, and Credit fund administration.
• Demonstrated experience in program and project management, with a track record of successful execution.
• Business analysis expertise and the ability to drive process improvements.

This role is ideal for a dynamic leader who thrives in a fast-paced environment and is eager to drive business growth and operational excellence.