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Client Implementation Manager
· The Integration Management team are responsible for managing the successful delivery and implementation of financial product solutions sold, including leading development of customer installation and system integration plans whilst maintaining adequate records and systems and mitigating risk.
Experience and strong knowledge of the securities clearance and settlement process is required.
All new clients on-boarding for SIFMU (Systemically Important Financial Market Utility)
Manage the implementation and go-live of new clients (Sell-side – deader-brokers and big banks/trading desks).
Setting up clients in the production environment.
Responsibilities:
o Assist in developing and overseeing implementation of effective Integration projects, delivery and resource management
o Overall management of project scope, timelines and deliverables for all engagements for product line they are accountable for
o Responsible for assisting the Integration Management team in establishing and enforcing best practices, while demonstrating these practices consistently
o In conjunction with Integration Management, manage the execution of the Global Integration vision, and day to day operations
o Accountable for ensuring that all services delivery by his/her team are delivered in a high-quality and efficient manner, resulting in timely revenue recognition and exceptional customer satisfaction
o Responsible for managing, mentoring and reviewing staff
o Responsible for ultimate success of team and associated projects
o Project mentoring:Offering support to team members assisting with best approaches Providing alternative ways at looking at challenges, mentoring team to understand the bigger picture
o Act as escalation point for team, capable of resolving complex Integration issues and raising to appropriate teams as needed to clear the path for the team
o Manage the prioritization of projects and staff across team
o Conduct weekly 1:1 meetings with staff to ensure good communications and needed tools are available
o Act as internal project champion
o Assist Integration Management as required: Resource scheduling and forecasting, development and maintenance of best practice, Post project reviews, Lead and/or participate in cross-functional team(s) on company initiatives
o In conjunction with Integration Management and the Integration Program Lead, drive implementation improvements across product lines including but not limited to; tool development, creation and enforcement of policy and procedures, partnerships, and implementation programs. The improvements will result in improved client satisfaction, decreased time to implement, and flexible implementation options that are cost effective and provide a scalable support model
o Ensure accurate and timely reporting, including but not limited to; bi-weekly status reports to Integration Management and Customer/Client, updated and accurate Dashboard reporting, Unanet Time and additional ad-hoc reporting as required
o Partner with Integration Program Lead to review and implement relevant management test scenarios
o Execute against monthly and/or quarterly management testing as needed
o Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior.
Travel: 25% of the time
Qualifications:
o Minimum of 7 years of related experience
o Bachelor's degree required. Master's degree preferred.
Additional Qualifications:
o 5+ years’ experience with consultative pre-sales, project management or application integration
o 3 -5 years’ experience managing a team that delivers technical projects, control cost, deliver on schedule and manage customer expectations.
o Must have an excellent understanding of the software development and product management process
o Ability to effectively map business requirements to technology capabilities, identifying gaps and omissions and help in designing end-to-end solutions
o Understand client’s business and technical requirements
Business Unit: Chief Client Office
The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.
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