G MASS Consulting are partnered with a leading global fund administration and alternative asset services provider, as they seek a Vice President, Client Integration to join their North American Client Integration team.
This is a senior, client-facing delivery role, leading client integrations, conversions and strategic projects. The VP manages virtual project teams responsible for new client onboarding, service delivery change and sales support. 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 strong, seasoned project manager from the fund administration or alternatives servicing space, who has been there and done it on client onboarding and transformation. They will understand target operating models and the impact of structural decisions, engage confidently up to C-suite level, and keep pace with a fast-moving, high-volume onboarding environment. The VP also coaches, manages and develops a group of Assistant Vice Presidents, drives global best practice and standardisation, and plays an active part in winning new business.
The role is offered as a permanent position.
Responsibilities:- 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 that project scope is documented, agreed and completed at the planning phase, and that internal workflows capture each client's unique requirements.
- Participate in marketing and sales pitches, demonstrating the firm's 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 (AA) and SLA negotiations.
- Oversee and manage strategic initiatives within the Client Integration team, and actively 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 the executive management team.
- 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, ensuring fluid work forecasting and allocation.
- Lead, recruit, train and develop a group of AVPs, partner with Senior Vice Presidents on the resolution of complex client issues, and ensure adherence to departmental procedures and policies.
Requirements
- 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
This is a permanent contract
Skills Required
- Degree or relevant professional qualification
- At least 5 years of project management experience in fund administration or investment operations
- Experience delivering client onboardings, conversions, and transformation programs
- At least 3 years of client services experience within asset management
- At least 3 years managing people and resources
- Financial services experience and interest in markets and hedge funds
- Business analysis experience and understanding of target operating models
- Knowledge of listed and over-the-counter products
- Strong communication skills with clients and stakeholders up to C-suite level
- Strong Microsoft Office skills
- Accounting or middle office background
- Formal project management qualification
- 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.
