Overview

As Transfer Agency Project Manager, you will shape the operating model for a key client onboarding initiative. You will coordinate planning, testing, and delivery of the TA operating model, working with internal and external stakeholders. You’ll manage governance, progress reporting, and risk tracking to meet onboarding timelines, with on-site presence in London. This role offers impact by defining operational processes for a major client, in a fast-paced financial services environment.

Responsibilities

Coordinate planning and management of Model Office and functional testing activities
Schedule meetings and checkpoints; document discussions
Report progress and track issues and risks throughout the project lifecycle
Escalate project and program risks to management
Collaborate with stakeholders to achieve onboarding and conversion timelines
Utilize standard project governance tools for documentation, reporting, and risk tracking

Key requirements

Previous UK Transfer Agency project or operations experience (essential)
Strong organisational and communication skills; ability to manage multiple priorities
Experience in project management, stakeholder engagement, and functional testing in financial services (advantageous)

organisational excellence
clear communication
stakeholder engagement
multi-task coordination
standard project governance tools

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Transfer Agency Project Manager