IFDS Onboarding PMO/Stakeholder Management Support, Senior Associate

  • Location: Dublin, Leinster, Ireland
  • Salary: Competitive
  • Job Type: Full time

IFDS Onboarding PMO/Stakeholder Management Support, Senior Associate

Main purpose of role:

The Project Manager for New Client On-boarding will be required to demonstrate a comprehensive knowledge of the Funds Industry and project management discipline.
The incumbent will be responsible for the management of new client launches and conversions and compliance to project standards and procedures. This includes
  • Project planning and reporting to all relevant stakeholders including Steering Committee and Client on their workstream
  • Act as key point of contact for the Client on the TA workstream overall or their workstream
  • Monitoring and controlling progress against the signed-off project plan on regular basis
  • Coordination and effective communication across all workstreams and all the stakeholders
  • Acting point of contact for Project Sponsor and Steering Committee on progress as a delegate for the programe manager
  • Proactive identification and management of project risks, ensuring that the appropriate measure are taken to ensure that all stakeholders have an appropriate appreciation of the key risk and that the require steps to mitigate these risks are completed.
  • Manages issue and risk so that they are resolved and don't impede the delivery of the project
  • Will be expected to navigate and trouble shoot on several workstreams at one time
  • Close interaction and follow up with workstream leads to monitor , coach and push for progress
  • Close interaction with Head of New Business Onboarding to escalate any issue and gain approval for any key issues or solutions
  • Needs to be self motivated and lead the project work streams to deliver.

  • Management of client-facing projects
  • Lead or delegate lead in client project calls and Governance
  • Management of BA's Workflow/Challenges/Escalation
  • Management of Workstream Meetings
  • Ensure solid Conversion Run-Book preparation and management
  • Assists in Defining project scope based on the Project sponsor's objectives together with input from the appropriate stakeholders, both internally and externally
  • Liaises extensively with clients to establish exact requirements, agree solutions and define timeframes for project deliverables
  • Proactive identification and management of project risks, ensuring that the appropriate measures are taken to ensure that all stakeholders have an appropriate appreciation of the key risks and that the required steps to mitigate these risks are completed.
  • Thorough documentation throughout the project life cycle including collation of all required signoffs
  • Issue tracking and management, ensuring that the appropriate stakeholders are in agreement with the resolution steps
  • Ensures the Operating model is signed off
  • Leads interaction with other business units involved in the project and coordinates the project team and activities.
  • Coordinates internal Legal & Risk requests
  • Works within the Transfer Agency Project Office structure and ensures that all standard templates are used and required resources are procured.
  • Ownership, management and development of strong client relationships
  • Develop and maintain a comprehensive New Client Onboarding playbook and ensure all tasks are delivered / completed on a timely basis.
  • Continually develop expertise in all area of the business
  • Be actively engaged as a member of the new business pursuit teams by partnering with the Sales organization in RFP responses, site visits preparation and delivery.
  • Cultivate open communication with clients and business partners in an effort to identify opportunities to improve processes and methodologies
  • Keep abreast of industry trends and best practices, market data and new product rollouts.
  • To comply with the regulatory regimes in which IFDS operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
  • Drive the development and implementation of appropriate procedures to meet internal control and external compliance/regulatory requirements
  • Quality Focused
  • All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:
  • To be quality driven, aiming for 100% accuracy and timeliness of delivery;
  • To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the client (internal and external);
  • To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance;
  • To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties;
  • To communicate and promote the values which reinforce and support a consistent quality culture.
  • To adhere to company values of Professional, Accountable, Client Focused, Excellence and Leadership in all tasks and interactions
  • Must be willing to travel as part of the role - mostly between Ireland, Lux and UK.

Knowledge and Competency Requirements

  • Experience within European Financial Services with a deep understanding of financial services organizations and dynamics; demonstrated ability to function within a fast paced, multi-stakeholder & matrix management environment,
  • An independent working style and the will and strength of character to ensure plans are implemented in full
  • Articulate, authentic and credible; Flexibility of approach to respond to changing strategies and tactics,
  • Strong communicator who understands the underlying and unstated needs, interests and motivations of stakeholders; who optimizes communication to achieve results and who considered the purpose of all communications in every interaction,
  • Experience of managing projects in a corporate matrix management environment using differing viewpoints to obtain insights and reach an optimal outcome; Thorough understanding of project/program management techniques and methods, but able to adapt and flex to suit to the needs to a business;
  • Strengths in problem-solving, issue resolution, ability to work in a deadline-driven work environment, attention to detail, and ability to multitask
  • Excellent English oral and written communication skills (fluency required).
  • Demonstrated leadership skills including initiative, accountability, credibility, and consensus building.
  • Ability to manage direct and indirect reports in a virtual team setting
  • Extensive work experience in a similar, client-facing role.
  • Detailed understanding of mutual fund products and thorough understanding of distribution channels and requirements in terms of client and product needs in investment management market.
  • Very strong verbal and written skills, as well as high level of interpersonal skill to interact with senior business professionals.
  • Well-developed decision making, judgment and problem-solving skills.
  • Ability to engage internal stakeholders across a number of different functional areas.
  • Strong presentation and public speaking skills, including the ability to present to a C-suite audience.
  • Client Service orientation, with a proven ability to work with clients and internal groups to diagnose and develop solutions.
  • Proven project management skills, with strong attention to detail and flexibility to handle multiple projects and changing priorities.
  • Enthusiastic and proactive approach with meticulous attention to detail
  • A strong sense of ownership, urgency and drive
  • Positive impact - performs in a manner that makes a strong positive impression on others; e.g., high energy level, a problem-solving approach, approachable; and the ability to act with a sense of urgency when required
  • Undergraduate degree
  • PMP certification or minimum of 3-5 years of Project experience
  • Experience in Client on-boarding in financial service
  • Experience with analysis and project life cycle methodologies as well as an understanding of the implementation project life cycle is preferred.
  • Knowledge of compliance, anti-money laundering and regulatory environment.
  • Proactive in acquiring information to develop new skills to improve job performance; grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner.
  • Detail oriented with a demonstrated ability to enhance process improvement capabilities.
  • Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products
  • Knowledge of the mutual fund processing and quality control; call centres and the administrative back-office.

This vacancy is open to receive applications until 31st January 2019.