Transfer Agency Project Manager

Transfer Agency PM Needed!

An opportunity has arisen for a Project Manager to support the definition and implementation of a Transfer Agency (TA) Operating Model for a newly onboarding client. The role involves close collaboration with internal and external stakeholders to ensure the successful planning, testing, and delivery of the operating model. This role requires you to go into the London office 3 days a week with my client being able to pay up to £750 per day.

Key responsibilities include coordinating the planning and management of Model Office and other functional testing activities. The successful candidate will schedule meetings and checkpoints, document discussions, report progress, and track issues and risks throughout the project lifecycle. Escalating project and program risks to management is an essential aspect of the role, as is working proactively with stakeholders to achieve target onboarding and conversion timelines.

The position requires the use of standard project governance tools to manage documentation, reporting, and risk tracking. Previous experience in UK Transfer Agency projects or operations is essential, as this will enable effective engagement with stakeholders and a strong understanding of operational requirements.

Candidates should demonstrate strong organisational and communication skills, with the ability to manage multiple priorities and coordinate across teams. Experience in project management, stakeholder engagement, and functional testing within a financial services environment will be highly advantageous.

This role offers the chance to play a pivotal part in shaping operational processes for a significant client onboarding initiative. If you have relevant UK TA experience and a track record in project or operational roles, you are encouraged to apply.

Please click here to find out more about our Key Information Documents. Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.

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