Technical Lead/ Manager
Securities Services - Client Implementation Project Manager (Direct Custody)
- Citi
- Dublin, Ireland
- August 14, 2021
Responsibilities:
- Project Co-ordination liaise with client and the sales manager/client executive to understand the client's service needs in order to match them to our delivery capabilities
- Project Plan Generation, Tracking and Reporting using Citi standard templates
- Issue/Risk Tracking and resolution – ensuring owners and delivery on key open tasks.
- Brief the operations, customer service, legal and electronic banking teams, as well as product management and other areas as required, and agree implementation timetables with all parties
- Communications & Reporting including Weekly Senior Management Call with client and daily checkpoints call with client to cover key daily priorities and provide updates on all outstanding items
- Custody RFP / Due Diligence Support - point of contact for all market specific questions
- Query Management relating to any market specific queries, dealing directly with country managers to compile responses for all markets
- Custody Operating Model Requirements and Setup - Point of contact for all operations questions across markets through onboarding
- Liaise with client and the sales manager to understand the client's service needs in order to match them to our delivery capabilities
- Co-ordinate and drive delivery of all aspects of the implementation to ensure delivery in accordance with the client's requirements and agreed project plan including Legal, Tax, Asset Servicing, Testing & Migration planning
- Documentation Tracking - Owner of tracking all docs required covering Legal, Tax & Asset Servicing
- Co-ordinating pre-live UAT Testing and Production verification testing
- Creating and tracking pre-migration tasks and Coordinating migration weekends
- Conduct post implementation reviews with the client and the Citibank units involved to monitor satisfaction and effectiveness
Qualifications:
- A track record in delivering and being accountable for multifaceted projects
- Demonstrated Project management skill including risk management and financial cost management skills.
- Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
- Ability to achieve business objectives without compromising on controls and risk parameters established.
- A strong understanding of Global Custody Product and Operations - ideally 3+ years’ experience in Global Custody with detailed knowledge of Securities Services Operations processes an advantage
- Demonstrates a structured approach to work, experience in managing and working with internal and external Senior stakeholders
- Good interpersonal communication skills. Able to understand, communicate with and influence internal and external business partners / clients
- Consistently demonstrates audience-appropriate, accurate and concise written and verbal communication strong communication & presentation skills would benefit the candidate
- Strong analytical capabilities, ability to synthesize complex concepts and establish robust, efficient solutions
Education:
- Bachelor’s/University degree or equivalent experience; post-graduate qualifications and evidence of ongoing learning an advantage
- Project Management Certification preferable (PMI PMP/Prince II)