Project Management - Conversions, Vice President
About The Position
The Project Management – Conversions Vice President manages client conversion activity, including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers, and in-kind transfers. The position is located in North Quincy, Massachusetts. The role manages multiple conversion projects and coordinates with internal and external parties to establish conversion requirements. It supports conversion planning and prepares guidelines, runbooks, task lists, and dashboards that document milestones, responsibilities, and requirements. It also covers analysis of markets and securities transferability, oversight of transaction processing and settlements, settlement monitoring, research and resolution of failing transactions, trade status reporting, reconciliations, and asset certification after reconciliation. The role requires experience managing large-scale, multi-location projects, strong organization, communication, and decision-making skills, and the ability to work under pressure while managing teams in a global environment and handling multiple projects. A bachelor’s degree and at least 10 years of financial services experience are required; custody exposure and knowledge of financial market activities and transactions are preferred.
Requirements
- Bachelor’s degree.
- At least 10 years of financial services experience.
- Experience managing large-scale, multi-location projects.
- Ability to manage teams in a global environment and manage various projects under pressure.
- Detail- and deadline-oriented.
- Strong written and communication skills.
- Decision-making skills.
- Strong organizational skills.
- Knowledge of financial market activities and transactions.
Nice To Haves
- Custody exposure.
Responsibilities
- Manage multiple conversion-related projects.
- Coordinate with internal and external parties to establish conversion requirements.
- Participate in conversion planning meetings and exercises.
- Organize conversion guidelines, runbooks, task lists, and dashboards outlining key milestones, responsibilities, and requirements.
- Conduct review and analysis of markets and securities transferability.
- Oversee transaction processing and settlements.
- Monitor transactions to ensure timely settlement.
- Research and resolve failing transactions.
- Prepare and distribute trade status reporting.
- Perform reconciliations.
- Certify assets upon completion of reconciliations.
- Manage client conversion activity, including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers, and in-kind transfers.
Benefits
- Retirement savings plan (401(k)) with company match.
- Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
- Paid time off, including vacation, sick leave, short-term disability, and time for family care responsibilities.
- Access to an Employee Assistance Program.
- Eligibility for annual performance-based incentive awards, with certain sales-role exceptions.
- Eligibility for certain tax-advantaged savings plans.
- Inclusive development opportunities.
- Flexible work-life support.
- Paid volunteer days.
- Employee networks.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
