As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Opportunity snapshot:
This Transition Manager is responsible for managing new and/or existing APAC Transfer Agency client BPO implementations, transitions, and complex client initiatives. Delivering these requirements with passion whilst ensuring high quality outcomes and client experience. Transition Managers ensure initiatives are completed on time and within budget, objectives are met, via a group of people working together to achieve a set of specific objectives. Transition Managers oversee each initiative to ensure the desired result is achieved, the most efficient resources are used, and the different interests involved are satisfied.
Direct reports:
- N/A
Key accountabilities:
- Responsibility for Fund Manager transitions, from the planning stage through to implementation, liaising and working with registry teams, fund managers, custodians and interested third parties.
- The Transition Manager is responsible for ensuring all tasks associated with each initiative are completed, other teams are communicated to and are aware of timing.
- Transition Managers must be comfortable with participating in, and driving operational process design with clients, in conjunction with the Fund Manager, Solutions Consultants, Business Analysts, SMEs, and interested third parties (i.e., vendors, Custodians, Fund Accountants, Banks)
- Agreeing initiative objectives, effectively scoping each project
- Setting and delivering via standard and best practice methodologies.
- Taking responsibility throughout the entire delivery lifecycle
- Communicating with stakeholders to clarify the desired outcome of each initiative.
- Ensuring that all best practice processes are followed.
- Administering the allocation of jobs and management of financials.
- Managing project personnel to achieve objectives.
- Review and analyse scope and submitting progress reports to stakeholders and senior managers.
- Stakeholder management - internal and external
- Identifying and Management of risks, issues, and dependencies.
- Negotiating with suppliers and sub-contractors.
Key performance indicators
- Delivery on-time, within scope and within budget
- Providing quality advice and support via the management of each initiative.
- Accurate and timely tracking and reporting
- Quality standards are met against agreed targets.
- Accuracy of accounting, costing, and billing.
- Quality of documentation.
- Accurate tracking of changes to scope, schedule, and financials.
Key working relationships (INTERNAL AND EXTERNAL):
- operations team leaders
- customer services team leader
- relationship managers
- project/delivery managers - internal and external
- Senior management
- Fund Manager, Custodians, Fund Accountants, Vendors and other interested third parties.
Prior knowledge, skills, and competence:
- 10+ years Financial Services and Delivery experience (e.g., Asset Servicing – Transfer Agency, Custody, Fund Accounting, Funds Management, Superannuation, Pension Funds)
- Experience managing transitions projects such as Client onboardings, Client exits, Fund Launches, Fund Closures, Restructures, and/or tangible involvement in related multi-stream projects.
- Polished and demonstrable interpersonal and client-engagement skills with strong ability to delegate and provide direction to specialist staff.
- Strong experience using Atlassian tools (Jira, Confluence, Xray), SharePoint & Microsoft Office suite.
- Experience with relevant industry software and tools/service providers – e.g., Transfer Agency/Custodian/FA applications, Client Reporting tools, Digital Investor/Client Portals, Payment, and reporting systems (SWIFT, Calastone, Banking portals), Reconciliation tools, Mail houses.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
