Implementations Lead – Project Manager

Responsibilities

• Lead end-to-end implementation of new clients and services related to corporate actions and dividend processing within CAIP/BPO environments.
• Coordinate project plans, milestones, deliverables, and governance across internal and external stakeholders.
• Manage client onboarding activities including requirements gathering, solution design, operating model setup, and readiness assessments.
• Act as the primary point of contact during implementation, ensuring clear communication and timely issue resolution.
• Support transition of processes from client teams or incumbent providers into the BPO operating model.
• Partner with operations and product teams to implement workflows for mandatory, voluntary, and elective corporate actions, as well as cash and stock dividend processing.
• Ensure implementation of accurate event capture, election management, entitlement processing, announcement handling, and reconciliation processes.
• Validate client-specific requirements for event notifications, deadlines, response handling, tax considerations, and reporting.
• Support setup and testing for market deadlines, account structures, standing instructions, and exception management processes.
• Gather and document business requirements, process flows, controls, and service level expectations.
• Translate client needs into operational and system requirements in partnership with technology and business teams.
• Identify gaps between standard service models and client expectations, proposing scalable implementation solutions.
• Assist in defining target operating models, process maps, and control frameworks for corporate action and dividend services.
• Coordinate user acceptance testing (UAT), parallel testing, and implementation validation for new client setups or service changes.
• Ensure readiness across operations, systems, reporting, controls, and governance prior to go-live.
• Oversee defect tracking, issue remediation, and sign-off processes.
• Support post-implementation stabilization and transition into business‑as‑usual support teams.
• Work closely with operations, technology, client service, product, risk, and compliance teams to deliver successful implementation outcomes.
• Track implementation risks, dependencies, and issues;
  Escalate where appropriate.
• Ensure adherence to internal controls, regulatory requirements, and service level agreements.
• Provide regular project status updates to clients and senior management.
• Identify opportunities to improve onboarding processes, implementation governance, and service delivery efficiency.
• Contribute to standardization of implementation documentation, templates, and best practices.

• Bachelor’s degree in Finance, Business, Operations, or a related field.
• 5+ years of experience in client implementation, transitions, asset servicing, or operations within financial services.
• Strong working knowledge of corporate actions and dividend processing, including event lifecycle, announcements, elections, entitlements, and reconciliations.
• Experience in BPO, outsourcing, or shared services operating models.
• Proven project management and stakeholder management skills.
• Ability to manage multiple concurrent implementations and deadlines in a fast‑paced environment.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent written and verbal communication skills.
• Experience with CAIP platform, asset servicing systems, custody operations, or securities processing environments preferred.
• Knowledge of global markets, market deadlines, income events, and voluntary/mandatory corporate action processing preferred.
• Familiarity with implementation methodologies, process migration frameworks, and operational readiness models preferred.
• Experience with project management tools and documentation standards preferred.