Position Overview We are seeking a dynamic and detail-oriented professional to support the Client Implementation Product Manager in the governance of and integration of clients onto our Transfer Agency platform.
This role requires a strong product lens to identify, document, and communicate gaps in client implementation, ensuring seamless integration and optimal client experience.
The role requires close collaboration with stakeholders in the Product, Technology, and Operations teams as well as external 3rd parties to drive successful outcomes.
Key Responsibilities Client Implementation Oversight: Support the Client Implementation Product Manager in the migration of new clients onto the Transfer Agency platform, managing timelines, deliverables, and stakeholder communications.
Facilitate kick-off meetings, requirements gathering sessions, and ongoing status updates with clients and internal teams.
Prepare Model Office documentation, coordinating and securing appropriate sign offs.
Develop and maintain detailed onboarding project plans and documentation.
Product Gap Analysis