Lead and/or perform the execution of specified Investor Servicing and Private Fund development programs
Create development plans , manage development execution , coordinate requirements gathering , translating and participating in the agile development process, testing and roll-out of capabilities
Facilitate program governance including compliance with policies, best practices, oversight of issues, risks, audit and compliance items in support of program reporting
Participate as product owner or assigned role for agile development programs including organizing program, status tracking, execution status meetings, issue escalation/resolution, and communicating status to internal and external stakeholders
Participate in development of transition plans to migrate new capabilities into our operating model; and address the administrative aspects of establishing the product or service offering
Collaborate with other teams to share approaches, develop best practices and improve the team’s capabilities to successfully execute and deliver new capabilities or better serve clients

Minimum of 7 years of experience in investment operations, project management, client implementation and/or business analysis
Experience with business analysis in an agile environment is strongly preferred
Subject matter knowledge across Asset Servicing, Investor Services, Transfer Agency, Private Market and Alternative Fund Investments a plus
Strong project management and process transformation skills
Ability to organize, prioritize, balance multiple tasks and manage time effectively
Ability to facilitate project working groups, strong data gathering skills and requirements writing (epics and stories)

retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Private Markets Product Development Lead – Wealth & Investor Services

Key skills