Vice President, Client Integration (Program/Project Manager)

G MASS•Miami, FL

About The Position

The Vice President, Client Integration is a senior, client-facing delivery role on the North American Client Integration team at a leading 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 is the client's central technical and operational contact throughout onboarding and engages senior management across organisations interacting with the firm's Fund Services business. The successful candidate will bring substantial project management experience in fund administration or alternatives servicing, particularly in client onboarding and transformation. The role calls for understanding target operating models and the effects of structural decisions, confidence engaging with C-suite stakeholders, and the ability to work in a fast-moving, high-volume onboarding environment. The VP also leads and develops Assistant Vice Presidents, promotes global best practice and standardisation, and contributes actively to winning new business. This is a permanent position.

Requirements

Degree educated or holder of 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 sufficient.
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 markets and the 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 and the ability to build credibility with clients and internal stakeholders up to C-suite level while managing 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, ancillary-service onboarding and major SLA changes.
Coordinate internal and external stakeholders to document, agree and complete project scope during planning, and ensure 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.
Serve 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 executive management.
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.