About The Position

The Client Solutions Manager leads the implementation of new and incremental business within Securities Services. The role works with clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. It leads projects across products and stakeholders to deliver high client satisfaction and operational excellence.

Requirements

  • Working knowledge of Securities Services products, including Custody, Fund Accounting, Fund Admin, Hedge Funds Services, Private Funds Services, Investment Analytics, Compliance, ETFs, IMOS, Trading Services, Prime Custody, and Fusion.
  • Project and program management skills.
  • Highly structured and methodical execution.
  • Clear, articulate, and concise verbal and written communication.
  • Client-facing skills.
  • Proven ability to influence and work collaboratively with multiple internal disciplines.
  • Strong presentation skills.
  • Ability to identify and resolve risks.
  • Ability to systematically remove ambiguity from projects.
  • Relationship skills to influence across functions; reputation for integrity, intelligence, and problem solving.
  • Ability to work well in an evolving environment.

Nice To Haves

  • Bachelor’s degree.
  • 5+ years in Financial Services, particularly Securities Servicing.
  • 3+ years in a client-facing project management role or commensurate experience.

Responsibilities

  • Lead execution of key implementation projects and manage resources across multiple locations and disciplines.
  • Gather client requirements and propose and influence target solutions.
  • Design and document project scope and solutions, and collect sign-off from internal partners.
  • Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with robust governance and reporting.
  • Mitigate and manage project risk, coordinate timely issue resolution, and manage scope containment and change management.
  • Motivate virtual teams across locations and disciplines.
  • Conduct post-implementation and production satisfaction reviews to improve practices.
  • Prioritize, track, and report on projects in the pipeline.
  • Ensure compliance with all controls and procedures.
  • Own project communications to internal and external stakeholders.
  • Deliver high levels of internal and external client satisfaction.
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