Onboarding Project Manager

London Permanent £90,000 - £100,000 per year View Job Description
The Onboarding Project Manager drives successful implementation of business a large client onboarding project. The role acts as the single point of coordination for project implementation from start to finish, partnering with the business throughout to ensure sustainable handover to business-as-usual (BAU) at project close.
  • An opportunity to join a large broker leading a onboarding project
  • Experience leading client onboarding transformation as a Project Manager.

About Our Client

A large Broker based in London.

Job Description

Onboarding Project Manager is a hands-on organiser and doer, who is both:

  • An organiser and influencer, who ensures there is a plan, that is deliverable, and that gets done to expected timescales; and
  • A practical facilitator, who makes change happen and makes change stick - who partners with people to adapt their everyday work.

AccountabilitiesManage a large onboarding project, as allocated by the Change Management Office across a number of business functions including finance, operations, compliance and regulatory.For each allocated project:

  • Project Manage delivery of a client onboarding project to achieve completion as quickly and effectively as possible, with accountability to:
    • Develop the project plan - identify, scope and schedule project deliverables
    • Drive progress to plan (time, cost and quality) through active monitoring, adjustment, communication and escalation:
      • Run status reviews and working groups / steering groups as required;
      • Control changes to the plan;
      • Manage dependencies, risks, costs and resources;
      • Identify and resolve issues, including by escalating issues to the right people and tracking follow-up; and
      • Act as the central communication point for stakeholders, identifying who needs to know what, when and making this happen.



  • Drive actions to adapt the business so it sustains new ways of working post project go-live:
    • Ensure the project's required implementation "end state" is defined;
    • Identify what business changes will be required to reach this "end state", including people-related factors like buy-in and capabilities;
    • Manage delivery of these changes to realise the "end state"- for example, broker relationships, implement new processes/technology, run trials/prototypes, run training, etc.



  • Support the Change Management Office to run reporting and manage resources across a portfolio of change projects, by providing:
    • Project data / information as required
    • Capacity estimates / data



As required:

  • Act as a subject matter expert on project management, change management and implementation, for example by:
    • Mentoring/coaching others in project/change management
    • Supporting the establishment and development of a change/project management methodology and toolset



Transferring knowledge, templates and lessons learned as part of closing down each allocated project at completion

The Successful Applicant

Onboarding Project Manager Skills and Experience:Skills

  • Preferably degree educated or with equivalent professional experience in project and change management
  • Highly skilled influencer, adept at relationship-building
  • Proactive problem-solver who is tenacious at chasing down actions and resolutions to completion
  • Sound background knowledge of financial services and infrastructures
  • Desirable - Professional qualifications in project management and/or change management from a recognised body such as APMG, PRINCE2, etc.
  • Desirable - qualifications / skillset in multiple project management methodologies such as waterfall and Agile
  • Desirable - qualifications / skillset of change management theory and practice



Experience

  • Experinece Project Managing client onboading projects.
  • Knowledge and experinece within end to end onboarding process such as AML, FATCA and tax implicaitons.
  • Experience either as a project professional and/or as a manager who has extensive experience implementing business changes with a project-mindset
  • Experience managing complex business change projects with people, process and technology changes, with track record of successful implementation to time, cost and quality
  • experience of post-acquisition integration implementation would be strongly beneficial.
  • Experience from a business function background such as operations, finance, regulatory or compliance would be useful.
  • Sound experience of implementing new products / new business projects, within a Brokerage or Capital Markets business.
  • Desirable - experience developing and delivering business change strategies/plans, using change impact assessment or other change management techniques, with track record of achieving benefits realisation
  • Desirable - experience in identifying target operating models and driving organisational changes

What's on Offer

Up to £100K as a basic plus bonus and benefits.

Contact
David Stansfield
Quote job ref
JN-102024-6567706
Phone number
+44 207 776 5949

Job summary

Job function
Banking & Financial Services
Subsector
Business Analysis / Change / PMO
Sector
Financial Services
Location
London
Contract type
Permanent
Consultant name
David Stansfield
Consultant phone
+44 207 776 5949
Job reference
JN-102024-6567706