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Vice President, Client Integration – Program/Project Manager
G MASS Consulting. Lead and oversee client integrations, conversions and strategic projects, including new client launches, New Business Existing Client (NBEC) launches, onboarding of ancillary services and major SLA changes.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management within fund administration and investment operations, with a strong focus on client onboarding, conversions, and strategic initiatives. Proven ability to lead teams, manage operational risks, and communicate effectively with stakeholders at all levels.
Highest-signal resume keywords
Project Management ExperienceClient Onboarding ExpertiseFinancial Services KnowledgePeople Management SkillsBusiness Analysis Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementClient OnboardingBusiness AnalysisOperational Risk ManagementProcess ImprovementTarget Operating ModelsSLA NegotiationMIS ReportingWorkflow DocumentationConversion Programmes
Soft Skills
Confident CommunicatorCollaborative TeamworkOwnershipCredibility BuildingProblem Solving
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Project Management Qualification
Industry Keywords
Fund AdministrationInvestment OperationsAsset ManagementHedge FundOTC ProductsAccountingMiddle OfficeClient ServicesRFP/RFI ResponsesSLA Changes
About the role
Key responsibilities & impact- Lead and oversee client integrations, conversions and strategic projects, including new client launches, New Business Existing Client (NBEC) launches, onboarding of ancillary services and major SLA changes.
- Coordinate internal and external stakeholders so project scope is documented, agreed and completed during planning, with workflows capturing each client's unique requirements.
- Participate in marketing and sales pitches, demonstrating workflows, best practices and technology, and support RFP/RFI responses.
- Act as a direct source of information to Business Development, manage requested Proofs of Concept and contribute to Administration Agreement and SLA 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 MIS reporting for executive management.
- Manage operational risk, including monthly status reporting on key developments to external clients and executive management, with 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 Assistant Vice Presidents; partner with Senior Vice Presidents on complex client issues and ensure adherence to departmental procedures and policies.
Requirements
What you’ll need- Degree educated or holding a relevant professional qualification.
- 5+ years’ project management experience in fund administration or investment operations, delivering client onboardings, conversions and transformation programmes (rather than a purely IT background).
- 3+ years in client services within asset management, ideally with a fund administrator or alternatives servicing provider.
- 3+ years managing people and resources.
- Experience in financial services, with a genuine interest in the markets and the hedge fund space.
- Business analysis experience, a good grasp of target operating models and their structural impact, and knowledge of listed and OTC products.
- Confident communicator, able to build credibility with clients and internal stakeholders up to C-suite while running several projects at pace.
- Takes ownership, works collaboratively and brings fresh ideas to drive continuous improvement.
- Strong Microsoft Office skills.
- Desirable: accounting or middle office background, a formal project management qualification, or relationship management experience.
Benefits
Comp & perks- Permanent position
- Permanent contract
- Hybrid work arrangement