Project Manager – Investment Services

Role Overview

• Understanding of end‑to‑end delivery of T+1 regulatory initiatives, including project planning, milestone tracking, risk management, and issue resolution
• Establish and manage project governance, including steering committees, working groups, and executive reporting
• Coordinate cross‑functional workstreams spanning Operations, Technology, Product, Risk, Compliance, and external market participants
• Partner with internal and external stakeholders to ensure alignment on regulatory requirements, timelines, and readiness
• Oversee development of business readiness plans, operational procedures, controls, and post‑implementation stabilization
• Identify, assess, and escalate key risks impacting settlement performance, client experience, and regulatory compliance
• Prepare executive‑level status updates, materials, and communications supporting decision‑making and change enablement
• Work with Product leaders to provide industry knowledge and direction to clients
• Assist in making difficult decisions and escalations depending on industry direction and technological availability
• Drive engagement with external market participants (e.g., sub‑custodians, brokers, industry utilities) to confirm readiness, testing plans, and operational cut‑offs
• Support alignment across U.S., UK, and European stakeholders where applicable, recognizing regional regulatory nuances

Requirements

• Bachelor's degree, or equivalent work experience
• Eight to ten years of experience in project management activities
• Knowledge of capital markets, post‑trade processing, custody, or settlements
• Experience delivering regulatory or industry‑wide change initiatives
• Demonstrated knowledge of European markets and sub-custodian relationships
• Considerable knowledge of assigned business line or functional area
• Demonstrated management and leadership skills
• Strong organizational and analytical skills
• Advanced knowledge of project management
• Ability to identify and resolve exceptions and to analyze data
• Excellent verbal and written communication skills
• Master’s degree preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law