Transitions Manager

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Fintech • Software
The Role
The Transition Manager manages client BPO transitions and implementations in financial services, ensuring timely delivery, stakeholder communication, and project budgeting, while overseeing multiple initiatives and teams.
Summary Generated by Built In

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Title: Transitions Manager

Location: Australia [Melbourne/Sydney] || Hybrid

Job Type: Full Time II 12 Months Fixed Term Contract

Job Description

Get To Know Us:

SS&C GIDS provides information processing and computer software services and products.  The Company’s operating segments include financial markets, customer management, professional services, and output solutions.  SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model
  • Your Future: Income Protection Insurance & Salary Continuance
  • Work/Life Balance: Generous Bereavement & Compassionate leave
  • Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

Please note that this role can be based in Melbourne or Sydney.

What You Will Get To Do:           

The Transition Manager is responsible for managing new and/or existing APAC Fund Services client BPO Transitions and Client Implementations. Delivering these requirements with passion whilst ensuring high quality outcomes and client experience. Transition Managers ensure initiatives are completed on time and within budget, objectives are met, via a group of people working together to achieve a set of specific objectives. Transition Managers oversee each initiative to ensure the desired result is achieved, the most efficient resources are used, and the different interests involved are satisfied.

  • Responsibility for Transitions, from the Discovery Phase through to Delivery execution, liaising and working with BPO teams, fund managers, custodians and other interested third parties.
  • The Transition Manager is responsible for ensuring all tasks associated with each initiative are completed, other teams are communicated to and are aware of timing.
  • Transition Managers must be comfortable with participating in, and driving operational process design with clients, in conjunction with the Fund Manager, Business Consultants, Business Analysts, Data Migration and Integration teams, SMEs, and interested third parties (i.e., vendors, Custodians, Fund Accountants, Banks)
  • Agreeing initiative objectives, effectively scoping each project
  • Setting and delivering via standard and best practice methodologies.
  • Taking responsibility throughout the entire delivery lifecycle
  • Communicating with stakeholders to clarify the desired outcome of each initiative.
  • Ensuring that all best practice processes are followed.
  • Administering the allocation of jobs and management of financials.
  • Managing project personnel to achieve objectives.
  • Review and analyse scope and submitting progress reports to stakeholders and senior managers.
  • Stakeholder management - internal and external
  • Identifying and Management of risks, issues, and dependencies.
  • Negotiating with suppliers and sub-contractors.

What You Will Bring:

  • 10+ years Financial Services and Delivery experience (e.g., Asset Servicing – Transfer Agency, Custody, Fund Accounting, Funds Management, Superannuation, Pension Funds)
  • Experience managing transitions projects such as Client onboardings, Client exits, Fund Launches, Fund Closures, Restructures, and/or tangible involvement in related multi-stream projects.
  • Polished and demonstrable interpersonal and client-engagement skills with strong ability to delegate and provide direction to specialist staff.
  • Strong experience using Atlassian tools (Jira, Confluence, Xray), SharePoint & Microsoft Office suite.
  • Experience with relevant industry software and tools/service providers – e.g., Transfer Agency/Custodian/FA applications, Client Reporting tools, Digital Investor/Client Portals, Payment, and reporting systems (SWIFT, Calastone, Banking portals), Reconciliation tools, Mail houses.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Top Skills

Atlassian Tools (Jira
Confluence
Microsoft Office Suite
Sharepoint
Xray)
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The Company
HQ: Windsor, CT
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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