Client & Product Implementation Project Manager
Permanent - Hybrid
Our client has a fantastic position open! This Client & Product Implementation Project Manager plays a crucial role in their business and is an incredible opportunity to work cross-functionally within the company and with global clients. If you have strong mutual fund/financial services operational experience and a solid understanding of investment operations, consider this role! Apply today!
This Client and Product Implementation Project Manager plays two critical roles for the business. First, this team is responsible for the global delivery of new institutional client implementations, managing projects from expectation setting and project planning through delivery. This role will be highly client-facing (both internal and external), with an incredible opportunity to work cross-functionally within the company and with global clients. The other half of this role works closely with the Product team on the rollout and implementation of new financial services products across global teams. This Project Manager will have tremendous visibility to clients and to leadership, and is crucial to our client’s continued success.
How YOU Will Spend YOUR Days
Manage complex client projects, including new account onboarding, in-kind transfers, closures and alterations to existing client mandates across the client lifecycle. Specific project management duties include detailed planning, status tracking, monitoring and reporting, stakeholder communication, chairing meetings, resolving issues, etc.
Develop the strategy for managing timelines for concurrent projects with multiple deliverables with the business sponsor, client, and other internal/external partners.
Manage and coordinate various project work streams with partners from across the organization (Legal, Compliance, Investment Team, Sales and Client Relations, etc.) and be ultimately responsible for the successful delivery of sophisticated account onboardings and client changes.
Collaborate with Client Relations, engaging with institutional clients to provide an outstanding client experience throughout the onboarding process.
Build relationships internally to successfully understand and have a view into sales pipelines as well as understand partner business processes and how they impact onboarding.
Lead external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events. Ensure events are processed successfully within agreed upon timelines.
Serve as the main point of contact within the organization for the global system used internally to facilitate client account onboarding and subsequent events as well as product launches.
Partner with the Product team on the rollout of new products/lines of business. Facilitate various product launches - commingled pools, CIT (Collective Investment Trust), SMA (separately managed accounts), ETF, ’40 Act mutual funds, etc. Additionally, facilitate subsequent changes to or closures of such products.
Ensure understanding of operational requirements in order to facilitate setup with internal/external partners. Work with external vendors to outline product structures, establish costs and facilitate product launches.
What YOU Bring
Bachelor’s Degree in Accounting, Finance, or related field, and/or equivalent relevant industry experience.
5+ years mutual fund/financial services operational experience.
Operational knowledge of requirements and the process for onboarding, offboarding and making changes for investment management clients across business segments.
Solid understanding of Investment Operations; Middle Office experience is preferred.
Experience reviewing Investment Management Agreements (IMA) or similar agreements.
Ability to partner and collaborate with a variety of business partners and stakeholders.
Familiarity with various account structures and legal documentation required to establish new accounts.
Extensive knowledge of investment strategies and markets (fixed income, alternatives, asset allocation, currency hedging, etc.). Additionally, have knowledge of various security types (derivatives, forwards, etc.), operational components and agreements necessary to trade in such instruments.
Detailed understanding of the trading process and the impact of account events that affect that process (e.g. TIK, etc.).
The ability to learn concepts and principles and apply them critically across a wide variety of scenarios in a fast-paced environment.
Ability to resolve complex problems positively and professionally.
Location: Denver, CO - 3 days a week onsite
Compensation: $85k - $95k per year
No third parties please