Transfer Agency / Client Onboarding - Project Manager

About the Position

Transfer Agency / Client Onboarding - Project Manager

We are seeking two experienced Project Managers to join a leading global financial services organisation within its European Transfer Agency Client Onboarding function. The successful candidates will manage complex, client-facing Transfer Agency projects from initiation through to implementation and go-live. This is an excellent opportunity for experienced Transfer Agency professionals with strong project delivery skills to join an established European team and manage high-profile client transitions.

Responsibilities

• Manage complex Transfer Agency projects from planning through to implementation and go-live.
• Lead either a major new client conversion/onboarding or client deconversion/offboarding project.
• Define and agree operating models with clients, operations and internal stakeholders.
• Manage end-to-end project plans, milestones, dependencies, risks, issues and deliverables.
• Lead regular client and internal project meetings, providing clear updates and driving actions through to completion.
• Coordinate fund and account setup, operational readiness, data conversion and technical implementation activities.
• Work closely with Transfer Agency operations, technology and specialist technical setup teams.
• Manage multiple workstreams and stakeholders across Ireland, Luxembourg and other locations.
• Support conversion rehearsals, implementation planning and go-live activities.
• Ensure projects are delivered within agreed timelines, governance and quality standards.

Requirements

• Strong experience within Transfer Agency, fund administration or asset servicing.
• Excellent understanding of the end-to-end Transfer Agency operating model.
• Previous project management, change, implementation or client onboarding experience.
• Strong knowledge of areas such as account opening and registration, AML/KYC, dealing, cash flows, fund setup, distributions/dividends and other core Transfer Agency processes.
• Experience working with institutional clients and senior internal stakeholders.
• Strong communication, organisation and stakeholder management skills.
• Ability to confidently lead client meetings and discuss operational processes and solutions.
• Experience within a major fund services organisation such as State Street, BNY, Northern Trust, Citi or a similar environment would be advantageous.
• NSCC knowledge or experience would be beneficial but is not essential.

We Offer

• Competitive salary
• Contract position with strong potential for extension
• Hybrid working model: 4 days onsite
• Opportunity to work with a leading global financial services organisation
• Be part of an established European team

About the Company

Cpl is a leading global financial services organisation with a strong presence in Europe. We are committed to providing exceptional services to our clients and creating a dynamic work environment for our employees.

Apply Now

Interested candidates are encouraged to apply immediately to be considered for this exciting opportunity.