Senior Project Manager - Client Solutions & Onboarding

Aztec Group • Radnor, WV

1d

About The Position

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative. About the role: Reports to the US Head of Operations & Finance With a focus on driving excellent client service and understanding the needs of our clients, this role would work closely with our Operations and Product teams to identify requirements and drive solutions for our clients and prospects, while we continually enhance how we onboard new clients. As a result, we are looking for an experienced Senior Project Manager to focus on strategic client onboardings in the US, which will include the transition-in of existing client structures. This leadership role will be instrumental in delivering a successful onboarding experience for clients. The role holder will be required to demonstrate excellent project management, communication, stakeholder management and strategic thinking skills. In addition, the role holder will be expected to successfully manage and motivate the team driving each of the onboarding activities across the end-to-end journey. Based in Radnor, PA. Travel may be required on a periodic basis to Aztec’s and/or clients’ locations to build relationships with clients.

Requirements

• 8+ years of process improvement and project management experience across differing complexities of projects, ideally with actual client onboarding, solutioning and migration experience.
• Has worked in the alternatives industry and understands the challenges that our clients face, as well as the markets we work in and the services we deliver.
• Experienced a variety of transformative business initiatives, while being able to listen, digest and action the needs of key stakeholders.
• Proven track record of stakeholder management and strong communication skills (both internal to the business and external).
• Proven ability to meet deadlines, proactively identify problems, and develop solutions quickly.
• Ability to report and communicate effectively (both verbally and written) with stakeholders across all levels of seniority.
• Plans, schedules, prioritizes, and allocates work effectively to delivers multiple and challenging deadlines (may use project management techniques or other recognized methods such as Agile/Waterfall/Hybrid).
• Strong relationship skills and people management experience and ability to engage, coach and motivate a cross-jurisdictional team.
• Ability to manage client expectations through effective communication and appropriate risk management.
• Experience in adopting a consultative approach in addressing issues and creating solutions.
• Strong alignment to Aztec Group values.
• Ability to quickly learn new information, processes and procedures.
• A self-starter with the ability to work independently on concurrent initiatives.
• Strong continuous improvement mindset and experience in identifying process and efficiency improvements.

Nice To Haves

• Project management qualification(s) preferable or significant alternative industry onboarding experience.

Responsibilities

• Client Solutions Directs and owns Aztec’s “Where to Play” and “How to Win Agenda” for the US, in conjunction with the overall Group strategy.
• Work closely with the Head of US Operations & Finance to align the overall needs of the business to drive transformative change into the client facing teams.
• Raise awareness in the US team (as well as for the global support teams) as to changing client and prospect demands and expectations.
• Work in concert across Aztec’s client service and commercial teams to ensure maximization of solutions for our broad, global client base with the desired outcome of creating a market-leading service delivery model.
• Work with our commercial team to ensure market demands and client solutions are properly accounted for within our pricing models, proposals and other client facing collateral.
• Build out a team to supporting client solutioning and onboarding as US office grows.
• Project Management Accountable for delivering a best-in-class experience for clients across the full end-to-end onboarding journey.
• Managing multiple onboarding projects of differing complexity and size simultaneously (may also be across different jurisdictions and asset classes).
• Supporting the Head of Onboarding and U.S. Leadership with high profile client-facing interactions, leading other client-facing interactions, driving strategic thinking and active involvement in business development activities.
• Documenting the timelines and plan for onboardings in consultation with internal and external stakeholders, while drawing on experience from previous onboardings, and reporting on the status of all onboarding activities.
• Operating a flexible and agile interpretation and adoption of onboarding methodology, while ensuring an appropriate level of resource is made available throughout the journey.
• Where necessary, resourcing may include third party consultants and internal short-term assignments.
• Be responsible for creating specific SLAs / KPIs for each onboarding and managing the team against these and appropriate escalation to the Head of Onboarding / U.S. Leadership where required.
• Identify and capture lessons learned and act on, to enable continuous improvement of the onboarding journey.
• Client Experience Build relationships with clients by demonstrating a strong understanding of the industry they operate in and ability to design the onboarding process to address their motivators, challenges and goals.
• Evidence consultative skills through advising the client on the appropriate course of action for their specific onboarding experience and also through sharing industry best practice.
• Manage relationships among internal and external stakeholders by building confidence and trust with clear professional communication and transparent expectation management, while delivering a positive onboarding experience for any new client.
• Stakeholder Management Work within a partnership model which includes Client Facing Teams, Business Development and other internal Aztec Teams such as Legal, Risk, Compliance and other Specialist Teams.
• Managing the onboarding plan and work alongside senior leadership to provide progress reports to relevant Steering Committees, Client Relationships Leads and other key internal and external stakeholders on the status of the onboarding through the stages of the lifecycle.
• Demonstrate strong influencing, relationship and conflict management skills.
• Ensure that Client Facing teams are fully integrated from the beginning and are successfully positioned at the end of the onboarding journey.
• Risk and Issue Escalation Identifying risks or issues that may impact the delivery of the onboarding process, while providing and facilitating the creation of options and recommendations to mitigate and drive solutions in a positive and constructive manner.
• For complex and strategic onboardings in particular, attend client Steering Groups (or equivalent) and provide updates on the status of the onboarding against SLAs/KPIs set.
• Act on real-time feedback and escalate issues effectively and in a timely manner.

Benefits

• Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees