Role Overview:
You will join the Operations Excellence group as an experienced leader responsible for managing the client onboarding lifecycle and account setup automation. Your role will involve partnering with various departments like Market Operations, Technology, Business Risk Management, and Compliance to deliver value to the business and clients. Success in this role will depend on your strong initiative, sound judgment, and ability to manage competing priorities effectively.
Key Responsibilities:
• Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues through delivery• Partner with Risk and Compliance to proactively manage processing risk and embed appropriate controls• Collaborate with various teams to ensure aligned and effective product delivery• Define business problems and design solutions through detailed process mapping and analysis• Assess end-to-end processes to reduce manual touchpoints, eliminate bottlenecks, and strengthen controls• Elicit, analyze, and document business requirements, ensuring alignment with stakeholder needs• Define, measure, and track KPIs and KRIs across key milestones• Manage project plans and milestone delivery to ensure deadlines are clearly defined and met• Coordinate activities across multiple initiatives and stakeholder groups• Identify, escalate, and resolve risks and issues, driving timely decision-making and progress to resolution• Act as a liaison across workstreams to drive alignment on plans, status, and risk reporting• Own and prioritize the Jira backlog, incorporating client and stakeholder feedback• Ensure test plans are comprehensive and clearly documented• Oversee User Acceptance Testing (UAT) to confirm solutions meet business requirements• Support strategic initiatives, including market research, technology enhancements, and ad hoc requests• Communicate program and project status to senior management and stakeholders on a regular and ad hoc basisQualifications Required:
• 10+ years of experience in Financial or Asset Services as a program manager or product owner, delivering high-impact initiatives across global teams and business units• Bachelors degree in Finance, Technology, or an equivalent field• Strong understanding of risk management, controls, and controls design frameworks• Solid knowledge of the institutional marketplace, asset classes, and investment product offerings• Professional certifications such as CSPO, PSPO, PMP, PRINCE2, Agile/Scrum, Six Sigma, Lean, or Change Management are preferred Role Overview:You will join the Operations Excellence group as an experienced leader responsible for managing the client onboarding lifecycle and account setup automation. Your role will involve partnering with various departments like Market Operations, Technology, Business Risk Management, and Compliance to deliver value to the business and clients. Success in this role will depend on your strong initiative, sound judgment, and ability to manage competing priorities effectively.
Key Responsibilities:
• Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues through delivery• Partner with Risk and Compliance to proactively manage processing risk and embed appropriate controls• Collaborate with various teams to ensure aligned and effective product delivery• Define business problems and design solutions through detailed process mapping and analysis• Assess end-to-end processes to reduce manual touchpoints, eliminate bottlenecks, and strengthen controls• Elicit, analyze, and document business requirements, ensuring alignment with stakeholder needs• Define, measure, and track KPIs and KRIs across key milestones• Manage project plans and milestone delivery to ensure deadlines are clearly defined and met• Coordinate activities across multiple initiatives and stakeholder groups• Identify, escalate, and resolve risks and issues, driving timely decision-making and progress to resolution• Act as a liaison across workstreams to drive alignment on plans, status, and risk reporting• Own and prioritize the Jira backlog, incorporating client and stakeholder feedback• Ensure test plans are comprehensive and clearly documented• Oversee User Acceptance Testing (UAT) to confirm solutions meet business requirements• Support strategic initiatives, including market research, technology enhancements, and ad hoc requests• Communicate program and project status to senior management and stakeholders on a regular and ad hoc basisQualifications Required:
• 10+ years of experience in Financial or Asset Services as a program manager or product owner, delivering high-impact initiatives across global teams and business units• Bachelors degree in Finance, Technology, or an equivalent field• Strong understanding of risk management, controls, and controls design frameworks• Solid knowledge of the institutional marketplace, asset classes, and investment product offerings• Profess