Project Manager/Chief of Staff Asset & Settlement

We are seeking an experienced Project Manager / Chief of Staff to work closely with the Asset & Settlement Practice Head and support the day-to-day management, coordination, and execution of key initiatives.

This role will serve as an extension of the Practice Head, helping bring structure and visibility across
priorities, initiatives, stakeholder commitments, risks, and follow-up actions. The individual will work across business, operations, technology, and leadership teams to ensure that decisions translate into execution and that critical activities remain on track.

This is not a traditional project management role focused solely on schedules and status reporting. The ideal candidate will be comfortable working closely with senior leadership, managing multiple competing priorities, preparing executive-level information, and driving actions across teams.
Key Responsibilities

• Partner closely with the Asset & Settlement Practice Head to manage day-to-day priorities and strategic initiatives.
• Coordinate activities across business, operations, technology, product, and other stakeholder groups.
• Maintain visibility into key initiatives, milestones, dependencies, risks, issues, and management decisions.
• Drive follow-up on leadership commitments and ensure action items are completed within agreed timelines.
• Prepare meeting agendas, executive updates, status reports, briefing materials, and management presentations.
• Facilitate leadership and working sessions, document decisions, and track resulting actions.
• Help prioritize incoming requests and initiatives based on business impact, urgency, dependencies, and available capacity.
• Identify potential delivery risks, bottlenecks, and cross-team dependencies and escalate them appropriately.
• Coordinate preparation for executive reviews, governance meetings, steering committees, and business updates.
• Consolidate information from multiple workstreams into concise and meaningful reporting for senior management.
• Support planning and execution of strategic initiatives within the Asset Servicing and Settlement organization.
• Work with stakeholders to ensure alignment between business objectives, operational requirements, and technology initiatives.
• Assist the Practice Head with ad hoc analysis, presentations, organizational initiatives, and management requests.
• Establish and maintain effective governance routines, action trackers, decision logs, and management dashboards where required.

Preferred Domain Experience
Candidates with experience in one or more of the following areas will be strongly preferred:

• Asset Servicing
• Securities Operations
• Trade Lifecycle
• Trade Processing
• Trade Settlement
• Clearing and Settlement
• Custody Services
• Corporate Actions
• Cash and Position Management
• Reconciliation
• Post-Trade Operations
• Capital Markets / Institutional Banking

The candidate does not need to be a deep subject matter expert but should understand the terminology, operating model, stakeholders, and lifecycle associated with securities and settlement operations.
Required Qualifications

• 8+ years of experience in project/program management, business management, PMO, consulting, financial services operations, or a similar role.
• Experience working within banking, capital markets, asset servicing, securities\ operations, or financial services.
• Demonstrated ability to work directly with senior executives and business leaders.
• Strong project and program management capabilities with excellent follow through.
• Ability to manage multiple concurrent priorities in a fast-moving environment.
• Strong written and verbal communication skills.
• Excellent executive presentation and stakeholder management capabilities.
• Ability to synthesize complex information into concise management-level updates.
• Strong organizational skills with attention to detail and accountability.
• Proficiency with PowerPoint, Excel, and standard project/program management tools.

Preferred Qualifications

• Previous experience functioning as a Chief of Staff, Business Manager, Program Manager, or Senior Project Manager supporting a senior executive.
• Experience within Asset Servicing, Custody, Securities Operations, or Trade & Settlement.
• Understanding of front-to-back trade lifecycle and post-trade processes.
• Experience coordinating initiatives involving both business and technology teams.
• Experience within a large global financial institution.
• PMP, Agile, or related project/program management certification is beneficial but not mandatory.

Candidate Profile
The ideal candidate is someone who can operate as the right hand of the Asset & Settlement Practice Head. They should be comfortable moving between executive discussions and detailed execution, identifying what requires attention, ensuring decisions are followed through, and bringing structure to a large number of parallel activities.

The person should be proactive, highly organized, confident working with senior stakeholders, and capable of driving progress without requiring formal authority over every participating team.