Client Implementation Manager
London/Hybrid
9 month Contract
From £700 a day via Umbrella Company
Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
An exciting opportunity to join my client who are a Fortune 500 company, globally recognised, award-winning financial institution that has been in continuous operation since 1889. They are proud to provide innovative financial services and guidance to the world’s most successful people, families and institutions by remaining true to their enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, they serve the world’s most sophisticated clients using leading technology and exceptional service.
They are looking for an Client Implementation Manager to join their team on an initial 9 month contract. Based at the offices in London the role is hybrid working being office based 3 days a week, 2 days working from home, standard office hours Monday to Friday 9am to 5pm with occasional out of hours for meetings.
Role
Working within the Client Implementation Group you will be focussing on the onboarding of strategic clients who are launching pooled funds with a focus primarily on Tax Transparent funds and Funds that follow LTAF regulations. Oher fund types are also covered when requested.
You should be able to provide comprehensive and extensive project management support to stakeholders in defining and executing the programme. Be able to identify and understand the stakeholders’ and client’s needs and assess the risk, assumptions and constraints.
This will be a client facing role and you will be expected to build up productive relationships with internal and external stake holders. We are looking for someone who is confident, well-presented and an agent of change. Prior experience of Fund launches is ideal.
Principal Responsibilities
* Developing the fund launch project plan, identifying and scheduling project activities, managing meetings, as well as creating and maintaining other relevant project governance documents.
* Oversees all identified work streams.
* Provides comprehensive and extensive implementation support to manage the establishment of the required operational model.
* Ensures that all work in the plan is completed timely to accomplish the project objectives and launch funds within the clients expected time frames.
* Responsible for monitoring and controlling the work by comparing actual performance with planned performance. Responsible for analysing variances, assessing any trends that can affect progress, evaluating possible alternatives, and to implement appropriate corrective action(s) as needed.
* Responsible for communication, leadership, and management to effectively exchange accurate and relevant information with all project team members.
* Responsible for providing guidance and motivation to team members and project stakeholders and ensuring resources are achieving project objectives.
* Provides project stakeholders and management with status updates, and timely escalation of issues and delays to timelines.
Skills / Experience
* Experience of Client Implementation and onboarding is essential.
* Multi-disciplinary expert with Project Management knowledge
* Displays an appropriate sense of urgency with the ability to effectively prioritise workload under pressure.
* Highly flexible and adaptable to change.
* Knowledge in developing standards or best practices
* Skills in translating broad strategic intent into tactical plans and directions
* Excellent organizational and analytical skills are required.
* Requires excellent leadership skills and communication skills (both written and oral)
* Previous experience of fund launches would be advantageous.
* Understanding of TTF and LTAF funds beneficial
* Experience of fund accounting, transfer agency, custody and tax process or a subset of thereof would be beneficial.
* Demonstrates excellent experience in change initiatives, covering such areas as operations, IT and product development; with a track record of accomplishment in large, complex projects and change initiatives
* Requires a college or university degree and/or relevant work experience, excellent organizational and leadership skills in project management that provides knowledge to the functional business
Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.