Job Description

We are keen to speak with Project Managers to join an international banking client of ours. This role will be based in New York and will require occasional international travel.

The Client Integration Project Manager leads client integrations, conversions, and strategic projects, managing virtual teams that handle client transitions, including technology transfers and office expansions. This role requires strong experience in project management, client relationship management, and familiarity with the financial services industry.

The Project Manager will work closely with senior leadership and global teams to support successful client onboarding and integration, as well as oversee team efforts to deliver programs in a standardized, risk-aware manner. They’ll also contribute to business development, representing the team in client interactions and identifying opportunities for growth.

Key Responsibilities

Project Management

• Client Integration & Transformation : Coordinate with teams to align internal processes with client needs. Document and finalize project scope with stakeholders, and lead high-priority projects from start to finish.
• Risk Management : Identify project risks and recommend solutions to address high-risk areas.

Reporting & Tracking

• Project Tracking : Monitor project status, progress, and deadlines.
• Risk and Status Reporting : Provide monthly updates to clients and executives, highlighting key developments and potential risks.
• Resource Allocation : Oversee strategy for resource planning and task allocation.

Team Management

• Manage virtual teams, including resource planning and overseeing recruitment, training, and team development.
• Ensure adherence to department policies and procedures.

Sales & Client Support

• Support marketing and sales efforts by presenting workflows and services.
• Assist with client proposals and RFPs to secure new business.
• Strengthen relationships with existing clients to identify opportunities for new services.

Requirements

• Bachelor’s degree or relevant professional qualification.
• 10+ years experience with a proven track record in project management.
• Need to have experience in Fund Administration, Private credit, Private markets, Asset Specialists.
• Experienced with running workshops, managing the room, designing the operating model , walking through tech workflows, whiteboarding,
• Experience in relationship management within financial services.
• Strong analytical skills in business analysis.

Benefits

Paying in the region of $165,000 - $220,000 depending on experience.

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