New Client Onboarding Project Manager, Assistant Vice President

About the role

State Street is looking for a New Client Onboarding Project Manager in Luxembourg, reporting directly to the VP of New Client Onboarding. The role manages new client launches and conversions, keeps projects on track against the signed-off plan and acts as the main point of contact for clients on the transfer agency workstream. It sits in the Transfer Agency, New Client Onboarding team.

Key responsibilities

• Manage client-facing projects, lead client project calls and governance, and take part in Legacy Admin Project Calls
• Manage the workflow, challenges and escalations of business analysts, and run internal senior management steering meetings and workstream meetings
• Prepare and manage conversion run-books, define project scope with the project sponsor and liaise with clients to set requirements, solutions and timeframes
• Identify and manage project risks, track issues and ensure sign-offs and the operating model are documented and approved
• Coordinate with other business units, legal and risk requests, and work within the Transfer Agency Project Office structure
• Manage the team, allocate resources and schedule projects, and build strong client relationships
• Stay up to date with industry trends, market data and new product rollouts, and help improve processes and methodologies
• Comply with regulatory regimes, including client asset, data protection and financial crime prevention rules, and implement internal controls and compliance procedures

Required profile

• Undergraduate degree and at least 8 to 10 years of relevant experience, including several years in leadership roles
• Experience in client onboarding in financial services, preferably in a transfer agency
• Experience managing projects in financial services, with PMP certification or 2 to 5 years of project management experience in financial services
• Willingness to travel occasionally between Ireland, Luxembourg and the UK

Required skills

• Thorough understanding of mutual fund products, distribution channels and investment management markets
• Knowledge of compliance, anti-money laundering and regulatory environments
• Knowledge of mutual fund processing, quality control, call centres and administrative back office
• Understanding of project and program management techniques, and of analysis and project life cycle methodologies
• Fluent English, oral and written