Project Manager - Onboarding and Deconversions - HYBRID
About The Position
In this role, you will support and deliver multiple complex initiatives across Transfer Agency and related teams, partnering closely with business stakeholders, and external partners to drive successful outcomes. You will be responsible for developing and maintaining key program artifacts, coordinating documentation and communications, managing risks and issues, and ensuring deliverables meet quality, timeline, and budget expectations. This position blends strong project execution, cross‑functional collaboration, and financial services expertise to support change initiatives within a mutual fund or retail alternatives operations environment.
Requirements
- Must have at least 3 years of project management experience in the financial services industry, including experience creating and managing project plans.
- 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.
Nice To Haves
- Ideal candidate will have project management experience within a mutual fund or retail alternatives operations environment.
Responsibilities
- 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.
Benefits
- Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
