Project Manager - Transfer Agency Experience

You will direct and manage the full project life cycle, setting standards for assignments and applications. You will be responsible for the delivery of the defined work packages to the client and providing effective management to teams and giving guidance to others and key business users.

Responsibilities

• Develop strategies and direct teams ensuring that project deliverables are completed within agreed cost, timescale and resource budgets, and are signed off. Proactively aim to achieve personal and team utilisation targets.
• Take full accountability for the definition, approach, facilitation and satisfactory completion of medium scale projects with diverse scope. Facilitate scoping and business priority setting for complex changes, engaging senior stakeholders as required.
• Scope of responsibility includes any and all phases of the project life cycle as well as project team management and possible budget administration.
• Track resources and assure deliverables are met, negotiates effectively for key resources, and screens and selects team members.
• Understanding client requirements seeking to fully address client needs, identifying, evaluating and recommending options, plus the establishment of a base-line on which delivery of a solution can commence.
• Demonstrate use of a structured iterative methodologies, manages scope changes and communicates the impacts, and secures approval when needed.
• Ensure that realistic project plans are maintained, ensuring regular and accurate communication to stakeholders, consistent with the methods in use.
• Develop project plans using standard project management tools, e.g. MS Project or Project Workbench.
• Use metrics and project plans to assess the success of the project and make necessary changes.
• Examine relationships between problems and issues. Probe and initiates research to identify critical problems. Review and cross-review reports.
• Conduct knowledge transfer and project post-mortem for lessons learned and improving best practices.
• Identifies, quantifies and manages issues impacting delivery of projects. Establish clear goals and priorities needed to assess performance.
• Meet on-time and on-budget project goals and participates in the identification of and planning for future resource needs.

Qualifications

• Bachelor’s Degree in Computer Science, Information Systems, or other related field, or equivalent work experience

Desirable

• Additional course or certification in Business Consulting
• Certified functional consultant in any one specific domain

Essential Skills

• Excellent client-facing skills
• People management skills - introducing and building ways in which people can learn from each other, encouraging mentoring and the transfer of knowledge by designing and delivering learning interventions
• Team work and emotional intelligence
• Good self-management – continuous performance is both a goal and a mind-set
• Has an innovative approach – a bold thinker and doer, matching creativity with vigilance
• High value on openness and transparency

Experience

• Proven experience in Transfer Agency operations and/or Transfer Agency client onboarding, conversions, fund launches, or operational change projects within a regulated financial services environment.
• Significant experience delivering complex client-facing onboarding, conversion, launch, or transformation projects within a regulated financial services environment.
• Strong understanding of Transfer Agency operating models, mutual fund products, fund setup, client servicing, investor lifecycle events, and distribution channels.
• Demonstrated project delivery expertise, including planning, dependency management, risk and issue management, governance, reporting, and stakeholder communications.
• Experience working within a matrix environment, managing multiple internal functions, senior stakeholders, clients, and third-party providers.
• Practical experience managing project documentation, governance packs, sign-offs, workstream reporting, and delivery artefacts throughout the project lifecycle.
• Strong knowledge of regulated financial services controls, operational risk frameworks, legal/compliance review processes, and client governance requirements.
• Understanding of onboarding and implementation activities including due diligence, gap analysis, target operating model (TOM) design, fund flows, SLA/KPI frameworks, management reporting, and business readiness/handover planning.

Benefits At Expleo, we are committed to providing a competitive salary and substantial benefits offering with unique wellbeing, financial and employee recognition programmes.

We pride ourselves on our diverse and inclusive culture and offer a variety of family friendly policies and enhanced leave to help you achieve a healthy work life balance.

By providing significant learning and development opportunities, we encourage individual growth and success throughout your career with us.

• Collaborative working environment – we stand shoulder to shoulder with our clients and our peers through good times and challenges
• We empower all passionate technology loving professionals by allowing them to expand their skills and take part in inspiring projects
• Expleo Academy - enables you to acquire and develop the right skills by delivering a suite of accredited training courses
• Competitive company benefits such as medical and dental insurance, pension, life assurance, employee wellbeing programme, sports and social events, birthday hampers and much more!
• Always working as one team, our people are not afraid to think big and question the status quo.

“We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age”.

At Expleo, we understand that many people experience impostor syndrome throughout their lifetime, please do not let this discourage you from applying for this role. Our Talent Acquisition Team welcomes all CV’s and will consider your application in line with the values, requirements and role competencies.