Vice President, Client Integration (Program/Project Manager)

G MASS•Malvern, PA

About The Position

The Vice President, Client Integration is a senior, client-facing delivery role on a North American Client Integration team at a global fund administration and alternative asset services provider. The role leads client integrations, conversions and strategic projects, and manages virtual project teams responsible for new client onboarding, service delivery changes and sales support. The Client Integration team serves as the central technical and operational point of contact throughout onboarding and engages senior management across organizations interacting with the firm's Fund Services business. The VP leads, recruits, trains and develops a group of Assistant Vice Presidents, drives global best practice and standardisation, and participates in winning new business. The position requires a seasoned project manager with experience in fund administration or alternatives servicing, client onboarding and transformation, target operating models, and engagement with stakeholders up to C-suite level. This is a permanent position.

Requirements

Degree educated or holding a relevant professional qualification.
At least 5 years of project management experience in fund administration or investment operations, delivering client onboardings, conversions and transformation programmes; a purely IT background is not the focus.
At least 3 years of client services experience within asset management, ideally with a fund administrator or alternatives servicing provider.
At least 3 years of experience managing people and resources.
Financial services experience and a genuine interest in the markets and hedge fund space.
Business analysis experience, a good grasp of target operating models and their structural impact, and knowledge of listed and OTC products.
Confident communication skills, with the ability to build credibility with clients and internal stakeholders up to C-suite level while running several projects at pace.
Takes ownership, works collaboratively and brings fresh ideas to drive continuous improvement.
Strong Microsoft Office skills.

Nice To Haves

Accounting or middle office background.
Formal project management qualification.
Relationship management experience.

Responsibilities

Lead and oversee client integrations, conversions and strategic projects, including new client launches, New Business Existing Client (NBEC) launches, onboarding of ancillary services and major SLA changes.
Coordinate internal and external stakeholders to ensure project scope is documented, agreed and completed during the planning phase, and that internal workflows capture each client's unique requirements.
Participate in marketing and sales pitches, demonstrating the firm's workflows, best practices and technology, and support RFP/RFI responses.
Act as a direct source of information to Business Development, manage requested Proofs of Concept, and contribute to Administration Agreement (AA) and SLA negotiations.
Oversee strategic initiatives within the Client Integration team and participate in departmental and company-wide projects and process improvements.
Identify issues and concerns on high-risk projects and recommend company-wide solutions.
Track projects, progress, status and deadlines, and produce MIS reporting for the executive management team.
Actively manage operational risk, including monthly status reporting on key developments to external clients and executive management, with emphasis on escalation and complaints management.
Manage virtual project teams and the pipeline, project and resourcing plan, ensuring fluid work forecasting and allocation.
Lead, recruit, train and develop a group of AVPs.
Partner with Senior Vice Presidents to resolve complex client issues and ensure adherence to departmental procedures and policies.