Project Manager - New Business Team (Transfer Agency)

The Project Manager - New Business Team (Transfer Agency) will manage new client onboarding launches, conversions and large programme workstreams from initiation through go-live and transition. The role acts as a key delivery lead for client-facing project activity, ensuring that scope, plans, governance, risks, issues, operating model sign-off and project documentation are controlled in line with onboarding standards.

• Manage client-facing onboarding projects and assigned workstreams, including launches, conversions and deconversions.
• Prepare and maintain project plans, workstream schedules, governance routines, dependency logs, issue logs and risk registers.
• Lead or support client project calls, internal workstream meetings, governance forums and steering updates.
• Coordinate across operations, operational readiness, business readiness, data migration, legal, risk, compliance, technology and client teams.
• Define and confirm project scope with the sponsor and relevant internal and external stakeholders.
• Monitor and control progress against agreed plans, milestones, deliverables and sign-offs.
• Drive conversion runbook preparation and ensure project activity is sequenced for dress rehearsal, cutover and go-live.
• Escalate risks, issues, delivery blockers and dependency concerns early, with clear proposed actions.
• Maintain the New Client Onboarding playbook and ensure project tasks are completed on a timely basis.
• Contribute to continuous improvement of onboarding methods, templates, governance standards and lessons learned.

Deliverables:

• Integrated project plan and workstream delivery schedule.
• RAID log, dependency log and escalation tracker.
• Client and internal status reports.
• Governance packs and steering committee updates.
• Conversion runbook, dress rehearsal plan and cutover readiness inputs.
• Operating model sign-off tracker and required approvals.
• Project documentation pack, decision log and project closure/lessons learned material.

Governance Responsibilities:

• Ensure project standards, templates and onboarding playbook controls are applied.
• Support client and internal governance calls, steering updates and project reporting.
• Maintain robust sign-off discipline across scope, operating model, data, readiness and implementation artefacts.
• Track and escalate risks/issues so that governance forums receive accurate, decision-ready information.
• Ensure delivery activity aligns to internal control, legal, risk, compliance and regulatory requirements.

• Undergraduate degree or relevant professional qualification.
• PMP, PRINCE2 or equivalent project/programme management certification.
• Experience with implementation lifecycle, SDLC documentation, UAT, model office, transition planning or business readiness activity.
• Knowledge of compliance, AML, data protection, financial crime prevention, client asset or regulated operating environments.

• Excellent written and verbal communication with the ability to simplify complex delivery information for senior stakeholders and clients.
• Strong organisation, prioritisation and attention to detail, with the ability to manage multiple workstreams under tight deadlines.
• Proactive problem solving, issue resolution, escalation management and the ability to create momentum across teams.
• Confident use of Microsoft Office tools, project plans, status reports, RAID logs, runbooks and governance materials.
• Ability to lead workstream meetings and drive follow-through across direct and indirect contributors.

• Proven experience in Transfer Agency operations and/or Transfer Agency client onboarding, conversions, fund launches, or operational change projects within a regulated financial services environment. 
• Significant experience delivering complex client-facing onboarding, conversion, launch, or transformation projects within a regulated financial services environment.
• Strong understanding of Transfer Agency operating models, mutual fund products, fund setup, client servicing, investor lifecycle events, and distribution channels.
• Demonstrated project delivery expertise, including planning, dependency management, risk and issue management, governance, reporting, and stakeholder communications.
• Experience working within a matrix environment, managing multiple internal functions, senior stakeholders, clients, and third-party providers.
• Practical experience managing project documentation, governance packs, sign-offs, workstream reporting, and delivery artefacts throughout the project lifecycle.
• Strong knowledge of regulated financial services controls, operational risk frameworks, legal/compliance review processes, and client governance requirements.
• Understanding of onboarding and implementation activities including due diligence, gap analysis, target operating model (TOM) design, fund flows, SLA/KPI frameworks, management reporting, and business readiness/handover planning.

At Expleo, we are committed to providing a competitive salary and substantial benefits offering with unique wellbeing, financial and employee recognition programmes.

We pride ourselves on our diverse and inclusive culture and offer a variety of family friendly policies and enhanced leave to help you achieve a healthy work life balance.

By providing significant learning and development opportunities, we encourage individual growth and success throughout your career with us.

• Collaborative working environment – we stand shoulder to shoulder with our clients and our peers through good times and challenges
• We empower all passionate technology loving professionals by allowing them to expand their skills and take part in inspiring projects
• Expleo Academy - enables you to acquire and develop the right skills by delivering a suite of accredited training courses
• Competitive company benefits such as medical and dental insurance, pension, life assurance, employee wellbeing programme, sports and social events, birthday hampers and much more!
• Always working as one team, our people are not afraid to think big and question the status quo.

“We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age”.

At Expleo, we understand that many people experience impostor syndrome throughout their lifetime, please do not let this discourage you from applying for this role. Our Talent Acquisition Team welcomes all CV’s and will consider your application in line with the values, requirements and role competencies.