Project Manager - New Business Team
On-siteDublin, Leinster, Ireland
Job Summary
Manage client-facing onboarding projects, launches, conversions, and deconversions from initiation through go-live, controlling scope, plans, and governance in line with onboarding standards. Prepare project plans, RAID logs, dependency trackers, and risk registers while leading client calls, internal meetings, and steering updates. Coordinate across operations, legal, risk, compliance, and technology teams to define scope, monitor progress against milestones, and sequence dress rehearsals and cutovers. Escalate risks and blockers early with proposed actions, maintain the onboarding playbook, and ensure delivery aligns with regulatory requirements. Deliver integrated schedules, status reports, and governance packs to support continuous improvement of methods and templates.
Required Qualifications
- 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
- Experience delivering complex client-facing onboarding, conversion, launch or transformation projects in a regulated financial services environment
- Strong project delivery discipline, including planning, dependency management, risk and issue management, reporting and stakeholder communications
- Experience operating in a matrix environment with multiple internal functions, senior stakeholders, client contacts and third-party dependencies
- Practical experience managing documentation, sign-offs, governance packs, workstream status and delivery artefacts through the project lifecycle
- Project management experience in client onboarding, fund administration, transfer agency, operations change or similar financial services delivery
- Understanding of Transfer Agency operations, mutual fund products, operating models, fund setup, client servicing and distribution channels
- Familiarity of regulated financial services controls, quality standards, operational risk, legal/risk/compliance review and client governance
- Awareness of onboarding concepts including due diligence, gap analysis, TOM design, fund flow, reporting matrix, SLA/KPI/MIS and handover planning
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