CB IB Operations and Controls – Workflow Solutions Client Transition Management Specialist – AVP

Details of the Division and Team:    

The Workflow Solutions Client Transition Management Specialist role is responsible for onboarding and implementing strategically important client relationships for the Workflow Solutions or Global Emerging Market business. Sitting at the center of the client transition process, the role partners closely with Sales, Product and infrastructure teams to deliver a controlled, well-coordinated and high-quality onboarding experience. Given the complexity of the client base and product set, the role requires strong stakeholder management, clear ownership of requirements and credible representation of the Bank with senior clients and internal stakeholders. The role sits within Transition Management and supports the onboarding of new and existing clients across multiple products, markets and jurisdictions, working closely with Sales, OCRM, Product, Legal, Credit, Compliance, Technology, Client Services and Operations to coordinate implementation activity, oversee readiness to trade and support handover into business-as-usual coverage. You will manage a varied pipeline of onboarding activity for high-profile clients, maintain strong stakeholder communication and represent the function credibly in discussions with senior clients and internal stakeholders, with a clear focus on client experience, delivery discipline and clarity of requirements.

What we will offer you:         

A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Flexible benefits plan including virtual doctor consultation services
• Comprehensive leave benefits
• Gender Neutral Parental Leave
• Hybrid working arrangement
• 25 days of annual paid leave, plus public holiday
• A culture of continuous learning to aid progression

Your key responsibilities:

• End-to-end transition responsibility for new and existing clients within the Workflow Solutions or Global Emerging Market business, from initial mandate and requirements definition through to go-live and handover, including go-live readiness support, required sign-offs, operational set-up, testing where applicable and first-trade support
• Primary point of contact for clients and internal stakeholders throughout the onboarding lifecycle, with clear communication, appropriate governance and timely escalation of issues where required, and support for client meetings and onboarding discussions in partnership with Sales and Product, including explanation of process, clarification of requirements and management of expectations in line with Deutsche Bank capabilities
• Coverage of a high-profile client portfolio, with representation of Transition Management in discussions with senior client contacts and internal stakeholders, and delivery of a professional and well-coordinated onboarding experience
• Coordination across Legal, Credit, Compliance, Know Your Client, Technology, Operations, Client Services, OCRM, Sales and Product teams, including across regional and global jurisdictions, alongside definition, documentation and challenge of business requirements at the outset to ensure clarity, completeness and shared understanding before execution.
• Management of implementation timelines, dependencies, risks and blockers across multiple concurrent workstreams, with alignment to agreed priorities and client commitments, alongside regular updates to business stakeholders through governance forums, weekly pipeline reviews and management information, including clear articulation of progress, delivery status and required actions.
• Identification of opportunities for improvement in transition processes, documentation, controls and reporting, and support for the wider team in embedding consistent standards and best practice.

Your skills and experience:

• Minimum 5 years of Investment Banking experience in a role which encompasses Client interaction, in addition to internal relationship management, and cross departmental communication.
• Possess FX Product experience, stakeholder management capability, with confidence and credibility for effective engagement with senior internal stakeholders and client counterparts
• Possess understanding of onboarding and implementation processes, including legal documentation, credit approvals, compliance requirements, account set-up, operational trade flows and go-live readiness
• Demonstrable ability in the management of high-profile or complex client implementations, with a strong focus on delivery quality and client experience
• Proven ability in the management of multiple priorities in a fast-paced environment, with strong organizational skills, attention to detail and a disciplined approach to delivery
• Requirement-capture capability, with clear structuring and communication of requirements and translation into an executable onboarding plan across multiple teams
• Written and verbal communication skills, with clear, concise and structured presentation of information
• Commercial awareness and sound judgement in the balance of client requirements, internal capabilities and delivery risk
• Posses desktop PC skills incl. a good knowledge of Microsoft package
• Strong project and data management skills
• Bachelor’s degree from a recognised tertiary institution
• Collaborative approach and clear communication skills
• Clear written and verbal communication skills
• Ability to meet deadlines in a fast-paced environment 
• Negotiation and client expectation management skills
• Ability to manage client projects independently
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.