CAREERS

Senior Consultant, Client Change Practice

📁
Business Systems/Process
📅
81212 Requisition #

Client Change Practice is a global group within Client Delivery Solutions responsible for the management of significant client projects. The team operates globally in London, Chicago, Dublin, Limerick, Luxembourg, Basel, Hong Kong, Bangalore and Australia, and covers a broad range of products and services across Institutional Investor Group, Transfer Agency, Fund Accounting, middle Office and Custody.

 

The Client Change Practice group works closely with Clients, Client Implementations, Worldwide Technology, Operations, Relationship Management and Product to deliver effective change management from change initiation through to implementation and benefits realization.  The group is responsible for program management, project management and client change as well as business consultancy and business analysis, brought about by strategic direction, client’s changes, industry regulations and/or operational efficiency directives.

 

This is an exciting and rapidly growing area of the business with a significant pipeline of activity.

 

The individual must demonstrate a high-level analytical, consultative and decision-making skill set as well as excellent client focus and proactively maintain and implement best practice policies and procedures within the function.

 

 

Project Implementation/ Execution

      Focusing on client-initiated projects of all types; defining, coordinating and delivering development and process enhancements according to agreed specifications and in accordance with the project lifecycle

      Work closely with Clients, Business Partners and Consultants to analyze, scope and document improvements following required SDLC/ BPLC guidelines

      Ensure all BRDs are well documented/detailed and responded/approved in a timely manner.  Assist Consultants in review and approval of their BRDs

      Demonstrate strong leadership and communicating effectively with different business units at all levels when managing process improvement initiatives

      Draft and review project plans, test scripts and analyze test results

      Ensure project updates are routinely and effectively communicated to clients, business partners and vendors, demonstrating strong communication, client focused and vendor management skills

      Maintain a general working knowledge of all Teams within business unit, applications utilized, and Partner areas that interface with the business unit and a detailed knowledge and understanding of the areas they are personally involved in

      Ensure all projects are delivered on a timely manner, within budget, and the procedures generated are robust for operational staff and that the project has met its objectives

      Maintain or enhance, as appropriate, a structured and focused mechanism for take on of new business and/or new products

      Independently manage a variety of large and complex client projects, providing guidance and leadership to Business Partners and Consultants

      Elicitation of client and business need through structured interviews and information gathering sessions. Document clearly defined business requirements and validation with the client and business partners with timely sign off, including clarity on agreed scope and items not in scope

      Traceability of requirements from scope through to User Acceptance Testing

      Liaison with business and technology partners (internal and external)

      Responsible for user test planning and execution by defining UAT test strategy, scenarios and framework to guide SMEs through effective UAT script writing, test execution

      Consistently escalating issues, risks, progress to ensure appropriate and effective mitigation

Facilitate Process Improvements

      Proactively identify and/or implement productivity and other process improvement enhancements to gain efficiencies, increase client satisfaction and/or reduce costs

      Develop and implement a scalable operating structure for the business considering global implications and benefits

      Undertake cost benefit analysis and see through to benefits realization. Ensure that all dockets are completed correctly, business requirements are well defined and documented and UAT is completed in a timely manner with appropriate supporting evidence

      Proactively monitor input from other business areas and identify ways in which to improve feedback and input into the project process

      Independently identify and review business requirements, prepare feasibility and cost effectiveness proposals, as needed

      Complete and review all required SDLC documentation, testing, and assist w/ implementation and rollout

      Design/develop and review procedures and/or reports based on process changes


Skills/ Experience

 

      Significant experience working within Asset Servicing/ Investment Management with a highly detailed understanding of Investment Operations Outsourcing (Middle and Back office) and 1+ areas of the following GFS Business’: Transfer Agency, Fund Accounting, Custody

      Strong knowledge of a wide range of investment management back and middle office functions, from trade processing and settlements through cash processing, income and corporate actions processing, data management, valuations, client reporting and performance

      Significant experience of Business Analysis within Asset Servicing/ Investment Management

      Significant experience of project managing a large program of change for Clients or Senior Sponsors 

      Proven track record of delivering change programs successfully (both technical and business projects)

      Communicate at a Sr. Level audience to help drive decisions

      Establish, build and maintain strong and effective working relationships at all levels across the organization and externally to clients

      Excellent interpersonal and consultancy skills

      Document requirements to a granular and IT specific level, plan project resources and timeframes, manage IT and UAT resources to successful project completion

      Excellent organizational and time management skills with the ability to work effectively to multiple competing deadlines

      Excellent attention to detail

      Strong MS Project skills, also MS word, Excel, MS Project PowerPoint, and MS SharePoint

      Degree educated preferred. Excellent analytical and problem-solving skills

 

 


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