Senior Director leading change control and modernization efforts in transfer agency operations for a financial services firm. Responsible for managing a portfolio of process improvement initiatives and team leadership.
Responsibilities
Lead and manage a team of Program Leads, Project Managers and Business Analysts responsible for process modernization and change management.
Be responsible for successful delivery of assigned initiatives.
Provide guidance and oversight on the development of project plans, defining scope, goals, deliverables, timelines, RAID logs, RACI matrices, governance models, process flows, business requirements, status reports.
Coordinate and collaborate with internal teams, stakeholders, and external partners to prepare required documentation and corresponding communications to affect change.
May be required to provide program updates to clients, third parties and senior executives.
Provide executive oversight for assigned initiatives for all aspects of assigned initiatives from preparing business requirements, implementation planning, preparing procedures, training materials, creating test plans and overseeing testing efforts.
Working with key business stakeholders within the TA but also peripheral stakeholder teams such as Compliance, Continuity, Client Management, Human Resources and IT for example.
Identify, manage, and resolve project risks, issues, and changes as they arise and recognize when to escalate.
Create and maintain comprehensive project documentation, including progress reports and status updates.
Monitor project progress, track performance, and adjust plans as necessary to stay on track with program deliverables.
Ensure project deliverables meet the expected quality standards and expectations.
Collaborate with colleagues and team members to prepare and issue reporting on project status and lead and coordinate status update meetings.
Partner with the Program Manager to evaluate project performance post-completion and provide actionable recommendations for future initiatives.
Develop culture of continuous efficiency improvements resulting in increased capacity
Requirements
Bachelor’s degree in Finance or related field or equivalent experience
15+ years’ experience in Transfer Agency or Investor Services or related field
Previous operations management experience is required
Strong knowledge of financial services operations in particular with retail alternatives is preferred
Excellent communication skills, including written, listening and presentation abilities
Proven ability to work under pressure and meet deadlines
Strong organizational and relationship building skills
Willingness to travel domestically 25% to 50%
Benefits
Hybrid Work Model & a Business Casual Dress Code, including jeans
Senior Director leading AI - driven biologics discovery at Amgen. Overseeing a multidisciplinary team to develop predictive modeling capabilities in biologics research.
Director of Government Contracts & Pricing managing compliance and pricing for US government programs at innovative medical device company Insulet. Overseeing government program administration and collaboration with senior leadership.
Manage operational elements and execution of clinical studies at IQVIA, ensuring delivery, time, quality, and customer satisfaction since pre - award to close - out.
Executive Director leading ACEC/MD's operations and advocacy for engineering firms in Maryland. Responsible for managing finances, strategic planning, and relationships with key stakeholders.
Associate Director Global Investigations at BioNTech performing compliance investigations and strengthening adherence to ethical standards and regulatory requirements.
Director of Technology Strategy at TELUS revolutionizing network operations through intelligent automation. Leading automation strategies and fostering a team culture of continuous learning and collaboration.
Director managing transformation and value creation strategies in a digital health company. Driving program management and partnering with executives to shape strategic insights.
Project Director managing full lifecycle of wind farm projects in Brisbane. Ensuring compliance and driving project success while engaging with customers and stakeholders.
Market Executive Director responsible for healthcare operations and market growth for ANNA in Massachusetts. Leading cross - functional teams to expand services and ensure high - quality care delivery.