TAO Project Manager - AVP

Who we are looking for

Reporting to the Program Manager (VP), the Project Manager is responsible for delivery of projects within the Transfer Agency Department.

He/she will actively lead project meetings, monitor the progress of the assigned projects and provide updated status to the business units. The Project Manager will document issues, coordinate solutions and monitor their closure. The Project Manager is also responsible for the coordination of testing and implementation of the project. He/she will assist in the development of procedures, controls and training. The Project Manager will be expected to work on several projects at one time.

The successful candidate will work closely with internal and external stakeholders to agree priorities, monitor progress against objectives & deliverables, and repost key issues and risks.

The role will have a strong emphasis on managing the client pipelines, prioritizing and delegating work to team members, providing accurate and timely estimates, with the ultimate goal of ensuring successful completion of the project.

This will be a client facing position and will involve frequent client interaction at both a project and program level.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

• Management of client-facing projects
• Develops the Business Case in conjunction with the Project sponsor.
• Defines 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
• Issue tracking and management, ensuring that the appropriate stakeholders are in agreement with the resolution steps
• Reports project status and issues to business unit on a regular basis.
• Coordinates User Acceptance Testing and implementation planning
• Interfaces with other business units involved in the project and coordinates the project team and activities across all organizations involved in the project
• Coordinates internal Legal & Risk requests
• Works within the Transfer Agency Project Office structure and ensures that all standard templates and governance are completed
• Understand and manage expectations upfront both internally and with the client(s) on the level of detail required for high level estimate sign off and budget approval.
• 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.
• Governance on client sign offs on documentation e.g. Scope doc, BRD.
• Input to and attend all project steering meetings.
• Input to and attend where required all client forums e.g. Monthly Service Reviews, Strategic meetings, Cross Border user forums etc
• Ensure that any lessons learned are cascaded within broader Change Management area for learning and development.
• Tracking of all time and providing visibility to client and internal stakeholders.
• There may be staff management responsibilities with this role

What we value

• Excellent administrative, organizational and business support skills, with the ability to multi-task and to work calmly under pressure.
• Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
• Strong written & verbal communication skills
• Possess excellent organizational, planning and co-ordination skills.
• Ability to work accurately to tight deadlines
• Proactive and able to work independently and as part of a team
• Core Skills and Competencies
• Extensive product/industry knowledge.
• Significant customer service experience.
• Analytical thinker.
• Be able to communicate effectively with colleagues at all levels.
• Ability to manage change and to see change as a challenge.
• Highly-motivated and enthusiastic.
• Adaptable – ability to develop new approaches to solving problems.
• Strong inter-personal skills.
• Team player.
• Ability to think and act independently.

Education & Preferred Qualifications

• Minimum 7-10 years of management/supervisory/project management experience in financial services.
• University degree in accounting, banking, finance, business administration, or equivalent professional qualification.
• Program/Project management certification e.g. PMP/Prince II.
• Advanced computer skills (MS Office: Excel, Word, Power Point, Outlook, Project).
• Knowledge of Transfer Agency function an advantage.
• Good organisational skills.
• Strong attention to detail.
• Ability to work to deadlines
• Strong problem solving skills.
• Excellent verbal and written communication skills.
• Strong Presentation and Facilitating skills
• Ability to interact with stakeholders at all levels particularly at a senior level.
• Self motivated, innovative and analytical.
• Good prioritisation and time management.
• Good people management & supervisory skills.
• Ability to engage successfully in multiple initiatives simultaneously.
• End to end experience of project lifecycle.
• Experience of managing globally dispersed project teams and working groups.

Additional requirements

• Accurate and Precise
• Team Oriented
• Organised
• Personable
• Flexible
• Self-reliant
• Enthusiastic
• Excellent communications skills

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

For further information, and to apply, please visit our website via the “Apply” button below.