G MASS Consulting are partnered with a leading global fund administration and alternative asset services provider, as they seek an Assistant Vice President, Client Integration to join their North American Client Integration team in Miami.
This is a hands-on, client-facing project delivery role, managing client integrations, conversions and strategic projects from planning through to go-live. The AVP manages virtual project teams covering new client launches, service delivery change and ancillary service onboarding. The Client Integration team is the client's central point of contact, both technical and operational, throughout onboarding, and engages the senior management of every organisation that interacts with the firm's Fund Services business.
The client requires a capable project manager with a background in fund administration or alternatives servicing, who can deliver several concurrent onboardings at pace within a project management framework. The successful candidate will manage and develop a small project team, contribute to global best practice and standardisation, and be eager to grow within a high-performing integration function.
The role is offered as a permanent position.
Responsibilities:
- Project manage new client launches and conversions, New Business Existing Client (NBEC) launches, onboarding of ancillary services and major SLA changes.
- Coordinate with all relevant teams so that internal workflows meet client needs and capture any unique requirements.
- Coordinate internal and external stakeholders so that project scope is documented, agreed and completed at the planning phase.
- Act as a stakeholder in the development of new clients and business, and as a direct source of information to Business Development.
- Actively participate in departmental and company-wide projects, process improvements and strategic initiatives within the Client Integration team.
- Track projects, progress, status and deadlines, and produce MIS reporting.
- Actively manage operational risk, including monthly status reporting on key developments to external clients and executive management, with a strong emphasis on escalation and complaints management.
- Manage virtual project teams and the pipeline, project and resourcing plan.
- Support the recruitment, training and development of the project team, and help ensure adherence to departmental procedures and policies.
Requirements
- Degree qualified or holding a related professional qualification.
- 3+ years of project management experience, with a proven track record of delivering client onboardings, conversions or change within a fund administration or investment operations environment.
- 3+ years of client services experience within the asset management industry, ideally gained at a fund administrator or alternatives services provider.
- 2+ years of people and resource management experience.
- 5+ years in the financial services industry, with a proven interest in the financial markets and hedge fund industry.
- Proven business analysis experience and knowledge of Listed and OTC products.
- Strong communication and client-facing skills, with the ability to manage several projects and stakeholders simultaneously and prioritise against deadlines.
- A strong sense of ownership and accountability, a collaborative team player and committed to continuous improvement.
- Proficient in Microsoft Office applications.
- Accounting, middle office, formal project management qualifications and relationship management experience are desirable but not essential.
Benefits
Length: Permanent
Office: Miami (hybrid; 3-4 days on-site requirement)
Skills Required
- Degree or related professional qualification
- At least 3 years of project management experience delivering client onboardings, conversions, or change in fund administration or investment operations
- At least 3 years of client services experience within the asset management industry
- At least 2 years of people and resource management experience
- At least 5 years of financial services industry experience
- Proven interest in financial markets and the hedge fund industry
- Business analysis experience and knowledge of listed and OTC products
- Strong communication and client-facing skills
- Ability to manage multiple projects and stakeholders and prioritize deadlines
- Ownership, accountability, collaboration, and commitment to continuous improvement
- Proficiency in Microsoft Office applications
- Accounting experience
- Middle office experience
- Formal project management qualifications
- Relationship management experience
What We Do
G MASS is a specialist resource augmentation consultancy focused on Financial Services & Insurance, partnering with clients to augment their teams with the exact skills needed for success.
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