Client Reporting Implementation and Transition Team, Program Manager​/BA - US - VP

Job Title

Vice President – Program Manager / BA

United States – Columbus or New York

The Client Reporting organisation manages the production of over 700,000 client deliverables annually, spanning recurring marketing, client, and regulatory‑driven reporting across all client channels and asset classes. The organization is undergoing a multi‑year, global transformation to implement a new Target State, including the deployment of a new vendor reporting platform, optimization of data management, template enhancements, operating model convergence, and the decommissioning of legacy systems.

A new Transformation Program team is being formed to support the delivery of this strategic initiative.

This Vice President role will report to the Program Director and work closely with cross‑functional stakeholders, including Client Reporting, Investment Specialists, Sales, Marketing, Product, Technology, and external vendor partners to gather requirements, support process engineering, and deliver associated program outcomes. The role will have a particular focus on process improvement and business analysis, supporting the design and implementation of efficient, scalable solutions.

• Support the end‑to‑end delivery of the Client Reporting Target State program, ensuring alignment with organizational strategy and business objectives.
• Manage assigned work streams or projects, including planning, execution, and delivery of key milestones.
• Coordinate with stakeholders to ensure effective communication, transparency, and alignment throughout the program lifecycle.
• Prepare and deliver program updates, status reports, and risk/issue logs for senior management and steering committees.
• Collaborate with the Product Lead and Technology teams to support integration of the new reporting platform and data management enhancements.
• Drive change management activities, including stakeholder engagement, training, and adoption initiatives.
• Gather, analyze, and document business requirements, translating them into functional specifications for technology and operational teams.
• Monitor program budgets and track financial performance for assigned work streams.
• Identify and elevate risks, issues, and dependencies, supporting resolution and mitigation efforts.
• Contribute to the continuous improvement of program governance, processes, and templates.

• Minimum 8 years’ relevant experience in asset management, programme/project management, business analysis and/or client reporting, with a track record of delivering complex projects or programmes.
• Demonstrated expertise in process engineering, mapping and improvement methodologies (e.g., Lean, Six Sigma or equivalent).
• Proven experience supporting large‑scale vendor implementations, ideally for reporting platforms (e.g., Kurtosys, Fact Set Vermilion or equivalent) and data management solutions (e.g., Snowflake).
• Strong ability to lead cross‑functional teams and operate effectively in a matrixed, global environment.
• Excellent communication and stakeholder management skills, with the ability to tailor messaging to diverse audiences.
• Strong organisational skills, attention to detail and results orientation; proficient in MS Office and experienced with project management tools and methodologies (e.g., JIRA, Agile practices, PRINCE2/APM/PMP).
• Bachelor’s degree or equivalent; advanced degree and/or relevant certifications preferred; experience with change management and process improvement initiatives is an advantage.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental…