Securities Services - Client Solutions Manager – Vice President

Lead execution of key implementation projects managing both direct and indirect resources across multiple locations and disciplines 

Drive the client requirements gathering process, propose and influence target solutions for the client 

Ensure client requirements are understood and work closely with internal partners to design, document and collect appropriate sign off on scope and solutions 

Own and drive project activities including, but not limited to: 

Develop and manage project delivery plans 

Facilitate negotiating of client legal agreements 

Execute plans with robust governance and reporting 

Actively mitigate and manage project risk by coordinating timely resolution of issues 

Scope containment and change management 

Manage and motivate virtual working teams across multiple locations and disciplines 

Execute post implementation and production satisfaction reviews to continually improve practices 

Effectively prioritize, track and report on all projects in the pipeline. 

Ensure compliance with all controls and procedures  

Own all project communication to internal and external stakeholders 

Complete all of the above while delivering high levels of internal and external client satisfaction 

Actively contribute strategies for delivering excellent client experience. 

Ongoing process improvement, identify potential tactical and strategic improvements to implementation processes and drive results 

Proactively drive internal team and department-wide initiatives as agreed upon 

Work with Sales and RFP teams in pre-win phase to ensure Solutions team is effectively represented 

Actively represent and champion the Solutions team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product disciplines 

Actively influence senior executives at key clients 

Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Collateral Management, Prime Custody, Trading Services and Fusion.  

Project and program management skills 

Highly structured and methodical in execution 

Clear, articulate and concise verbal and written communication 

Client-facing skills 

Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management) 

Strong presentation skills 

Keen eye for identifying and resolving risks 

Ability to systematically remove ambiguity from projects 

Relationship skills - ability to gain access to individuals within a wide range of functions in the organization; earn a reputation for integrity, intelligence and problem solving 

Work well in an evolving environment 

5-10 Years in Financial Services particularly Securities Servicing Industry. 

3+ years in a client facing project management role or commensurate experience