At a Glance
- Tasks: Lead exciting share plan projects and build strong client relationships.
- Company: Dynamic financial services firm focused on innovative solutions.
- Benefits: Competitive salary, professional growth, and a collaborative work environment.
- Other info: Join a supportive team in Sydney with great career advancement opportunities.
- Why this job: Make a real impact in the evolving share plan industry while developing your skills.
- Qualifications: Experience in project management and client service, preferably in financial services.
The predicted salary is between 70000 - 80000 $ per year.
- 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 β 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 β 80k base
Special Projects & Implementations Manager in Sydney 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.
We think you need these skills to ace Special Projects & Implementations Manager in Sydney
Project Management
Client Service
SAAS Implementations
Financial Services
Data Migration
Stakeholder Management
Technical Project Execution