At a Glance
- Tasks: Lead client transitions and manage asset transfers with precision and expertise.
- Company: A leading global bank with a strong presence in financial markets.
- Benefits: Competitive salary, professional development, and the chance to mentor others.
- Other info: Dynamic role with opportunities for growth and leadership.
- Why this job: Make a real impact in financial services while working on exciting projects.
- Qualifications: 10+ years in financial services and strong project management skills.
The predicted salary is between 90000 - 110000 $ per year.
A leading global bank's Securities Services business in Australia is looking for a Senior Transitions Manager to lead client restructures, closures and new business onboarding, including a significant new client onboarding.
What you'll be doing day-to-day:
- Accountable for the end-to-end delivery of client transitions.
- Understand the client's needs, including their investment managers, custodians and fund accounting requirements, then turn that into detailed transition plans and see them through.
- Coordinate internal teams (middle office, fund accounting, risk, IT) and external parties such as custodians, investment managers and trustees to deliver smooth, compliant asset transfers.
- Track settlements, corporate actions and income monitoring against agreed deadlines, and escalate delays early.
- Mentor junior team members locally and offshore and help improve the transition framework.
What we’re looking for:
- Around 10+ years in financial services, with knowledge of fund accounting, unit pricing, investment administration, custody operations and investment product structures.
- 5+ years in a direct transition management or similar role, with a proven track record.
- Strong end-to-end project and implementation management, with sound analytical ability.
- Excellent written and verbal communication, and the negotiation skills to resolve conflicts with senior stakeholders.
- Resilience and the ability to juggle multiple transitions under tight deadlines.
- Proficiency in MS Project and the Microsoft Office suite.
- A degree in business, accounting or similar, or substantial industry experience.
- Highly regarded experience with super funds or asset managers.
- Experience leading or mentoring a team, including offshore.
Prime Risk Management Analyst in Sydney employer: The Aquarium
As a Senior Transitions Manager at our leading global bank in Sydney, you'll be part of a dynamic and inclusive work culture that prioritises employee growth and development. We offer competitive benefits, including professional development opportunities and a supportive environment where you can mentor junior team members while managing significant client transitions. Join us to make a meaningful impact in the financial services sector, all while enjoying the vibrant lifestyle that Sydney has to offer.
