Special Projects & Implementations Manager

Special Projects & Implementations Manager

Full-Time On-site
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Special Projects & Implementations Manager

Job Responsibilities

  • Successfully deliver end-to-end share plan implementation projects onto the Shareworks administration platform.
  • Act as the primary contact for new corporate clients throughout the implementation, establishing the foundation for partnership-based relationships with corporate clients as they transition from implementation to client service.
  • Provide transparent and timely project updates to internal and external stakeholders by maintaining project management resources and leading project governance meetings.
  • Maintain client engagement by setting clear expectations for stakeholders with regards to data and project deliverables.
  • Interpret corporate client requirements based on share plan documentation and identify appropriate solutions, implementation scope, and estimated timelines.
  • Prepare and migrate historical share plan data to Shareworks, including but not limited to these activities: Review and extraction of relevant historical data, Transformation of source data into acceptable Shareworks data formats, Identification of data inconsistencies for corporate client review.
  • Perform reconciliation of project data and configurations based on approved standard specifications and client requirements.
  • Work closely with Legal, Compliance, and Business Unit Risk to ensure regulatory requirements are adhered to related to share plan administration and the provision of financial services.
  • Continuously build your technical capabilities and industry knowledge with a focus on developing an expert understanding of the Shareworks platform and how share plan trends are evolving over time.
  • Support the long-term evolution of the Special Projects and Implementations department by contributing to goal-setting activities, workshops, and other strategic initiatives.
  • Work closely with cross-functional departments to ensure a seamless transition from implementations to operations on completion of projects – including robustly documenting client requirements and processes.

Requirements

  • Previous relevant experience in share plan administration, client service, project management, SAAS implementations, and / or financial services.
  • Experience managing all aspects of a project including: Project plan creation, stakeholder management, milestone governance, and technical project execution.
  • Confident working with MS Office suite of products including Excel, Project, Outlook, and
  • Ability to confidently manage client expectations, communicate deliverables, and elevate at-risk milestones.
  • Excellent verbal and written communications skills required to interact with cross functional departments and implementation stakeholders.
  • Understanding of the share plan industry and familiarity with equity administration platforms is highly beneficial.
  • Experience working on client implementations or corporate onboardings, data migration projects, and / or technology system configurations.
  • Bachelor’s degree in Finance, Business, Commerce, Accounting, or similar area.

Experience working with Atlassian products (JIRA, Confluence).

This is a full time role based in Sydney office.

Salary range $70k – 80k base

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Special Projects & Implementations Manager employer: Boardroom Pty Limited

As a Relationship Manager at our Sydney office, you'll thrive in a dynamic work culture that prioritises collaboration and professional growth. We offer competitive salaries, ongoing training, and the chance to build meaningful partnerships with clients while being supported by a dedicated team. Join us to be part of an innovative environment where your contributions directly impact client success and company evolution.

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Contact Details:

Boardroom Pty Limited Recruitment Team