Lead and manage multiple, complex initiatives simultaneously, ensuring on-time, within-scope, and on-budget delivery.
Support development of program artifacts such as project plans, defining scope, goals, deliverables, timelines, RAID logs, RACI matrices, governance models, process flows, business requirements, and status reports.
Coordinate and collaborate with internal teams, stakeholders, and external partners to prepare documentation and communications to drive change.
Prepare business requirements, implementation plans, procedures, training materials, test plans, and oversee testing efforts.
Engage with key business stakeholders within Transfer Agency and peripheral teams such as Compliance, Continuity, Client Management, Human Resources, and IT.
Identify, manage, and resolve project risks, issues, and changes, escalating when appropriate but also ensuring obstacles are addressed.
Maintain and communicate/present comprehensive project documentation including progress reports and status updates.
Monitor project progress, track performance, and adjust plans to meet program deliverables.
Ensure project deliverables meet quality standards and stakeholder expectations.
Partner with Project Managers to prepare project status reports, lead status meetings, and evaluate project performance post-completion, providing actionable recommendations for future initiatives.

Must have at least 3 years of project management experience in the financial services industry
Experience creating and managing project plans
Ideal candidate will have project management experience within a mutual fund or retail alternatives operations environment
Bachelor’s Degree or equivalent work experience
Dynamic personality with strong project management, leadership, and interpersonal skills
Strong problem solving, analytical, detail-oriented, multi-tasking and decision-making skills
Intermediate computer skills (Advanced in Excel preferred)
Strong communication and written skills
Strong customer service skills
Must be willing to work on site in one of our offices at least 6 days/month.

Project Manager – Onboarding, Deconversions

Key skills