Client & Product Implementation Project Manager

Your opportunity

• Partner with the Product team on new products/lines of business. Ensure understanding of operational requirements in order to facilitate setup with internal/external partners
• Facilitate various product launches – ETFs, ’40 Act mutual funds, commingled pools, CIT (Collective Investment Trust), SMA (separately managed accounts),etc.
• Facilitate subsequent changes (mergers, restructures, etc.) or closures of such products
• Collaborate with our Institutional Sales and Client Relations teams and engage directly with Institutional Clients to provide a best in class client experience throughout the onboarding process
• Project manage complex client transactions, including new account onboarding, in-kind transfers, closures and alterations to existing client mandates across the client lifecycle. Specific project management duties include detailed planning, status tracking, monitoring and reporting, stakeholder communication, chairing meetings, resolving issues, etc.
• Build relationships internally to successfully understand and have a view into sales pipelines as well as understand partner business processes and how they impact onboarding
• Develop the strategy for managing timelines for concurrent projects with multiple deliverables with the business sponsor, client, and other internal/external partners
• Manage and coordinate various project work streams with partners from across the organization (Legal, Compliance, Investment Team, Sales and Client Relations, etc.) and be ultimately responsible for the successful delivery of sophisticated account onboardings and client changes
• Lead external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events. Ensure events are processed successfully within agreed upon timelines
• Serve as main point of contact within the organization for global system used internally to facilitate client account onboarding and subsequent events as well as product launches
• Work with external vendors to outline product structures, establish costs and facilitate product launches
• Facilitate selection and ongoing due diligence of vendors for private fund suite
• Ensure a strong control environment exists around department processes
• Build and maintain department procedures and documentation
• Carry out other duties as assigned

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• All-inclusive approach to Diversity, Equity and Inclusion
• Maternal/paternal leave benefits and family services
• Complimentary subscription to Headspace – the mindfulness app
• Discounted membership to Class Pass and other health and well-being benefits
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

• Bachelor’s Degree in Accounting/Finance and/or equivalent relevant industry experience
• Five plus years mutual fund/financial services operational experience required
• Operational knowledge of requirements and the process for onboarding, offboarding and making changes for investment management clients across business segments
• Solid understanding of Investment Operations. Middle Office experience is preferred
• Experience reviewing Investment Management Agreements (IMA) or similar agreements
• Ability to simultaneously partner and collaborate with a variety of business partners – Sales, Investment Team, Client Relationship Managers, Legal, Compliance, etc.
• Familiarity with various account structures and legal documentation required to establish new…