Client Migration Lead - Fund Dealing and Custody

Global Bank requires a Client Migration Lead – Fund Dealing and Custody to join their multi-year transformation programme.

Tasks

• Responsible for the delivery of the E2E migration activities of assigned clients
• Identify account manager for allocated clients and partner with them
• Work with account management to set new rate cards
• Prepare for initial client meeting (pull background information)
• Leading client migration calls and provide dedicated point of contact for assigned clients 
• Own and manage clients through the migration journey
• Engage with external parties
• Run daily POD sessions/ weekly client meetings to manage client migrations activities
• Work with Business Analyst to document “as is” and future state fund dealing model per client
• Provide inputs to regular governance, reporting
• Identify and own and manage RAID items 
• Provide point of escalation for Pod team members
• Ownership of client migrations, managing delivery plan and co-ordinating runbook activities

Key deliverables

• Accountable for enabling client discussions on product offering and migrations
• Detailed E2E Migration plans per client, execution and tracking
• Pod Migration Status Reporting
• Alignment with Product delivery roadmap with client migration plan
• Client migration RAID log
• Assigned clients are on-Boarded & Live in line with agreed plans
• Warranty Period & Handover to BAU complete in line with agreed plans

Must have

Fund and Custody experience in Securities Services