Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Trends demonstrate we are pitching towards bigger and more complex deals (across different products, segments and locations) where the complexity of these deals requires an expertise that is not typical of the BAU onboarding process.
Today there is no such defined group-wide approach to managing transformational deals. It is evident that deals of certain size require project and solution management support to pitch effectively and to provide clients/prospects with the comfort of IQ-EQ’s approach to large projects as well as ensure we realise the revenue as soon as practicable.
These transformational deals, tend to require:

• Transition Management oversight
• Custom Technology solutioning
• Custom Operating model design
• Migrations from existing service providers
• Lift Outs of Staff/Tech and Premises
• Complex Multi-Jurisdictional Legal contracting
• Detailed financial analysis pertaining to the structuring of the deal
• HR support to engage with ‘Employee Lift Outs’
• Comms Support – Internal and Externally
• Occasional M&A team support

The intent is to provide a team resource that can accelerate the transition of these large deals, shortening time to revenue generation by clearly defining strategy, organising and communicating with key stakeholders and ensuring strong leadership throughout the process.

The new team of c. 4 to 5 FTE will be led by a Transition Management Director, and support by the Senior Project Manager – Client Transitions, and working alongside dedicated resources from Legal, Operations, IT and HR.

Responsibilities (how we will measure success)

• As a Senior PM working with the Transition Management Director, your focus will be leading the transition projects to onboard / transition large transformational deals into IQ-EQ
• Responsible for the delivery of transition programmes and ensuring timely execution, communications and stakeholder management to onboard large transformational deals within agreed timeframes
• Ensure governance procedures are adhered to, working closely with functional leads within the Transition team
• Adhere to the Change Delivery team’s standard methodology and governance processes.
• Organising and motivating project teams, directing the project and all stakeholders involved to successful delivery
• Active engagement leading client transition meetings
• Involvement in commercial processes and client pitches for transformational deals on project approach
• Upon securing of a deal, lead on client and sales discussion to align on scope and transition expectations
• In the medium-term, as the team expands, a future role managing a small team is expected
• Effective collaboration of all key stakeholders

Tasks (what does the role do on a day-to-day basis)

• Responsible for all aspects of Project Management, including but not limited to; Initiation, planning, design, execution, monitoring and controlling including change control and project closure – ensuring predictable and successful delivery
• Determine objectives and measures that each client transition will be evaluated against upon completion and track ongoing progress.
• Ongoing communication and management of all project stakeholders, with particular focus on client engagement, ensuring consistent, clear and transparent updates and escalations
• Contribution to a positive, engaged and team culture within the Transition team
• Preparation of project documentation in collaboration with Project Sponsor, Subject Matter Experts and other relevant stakeholders. For example:
  • Client transition plans
  • Weekly and monthly client and steerco updates
  • Closure Reports
• Working closely with the project team members to ensure that scope is defined, requirements documented, tracked and delivery schedules are on track;
  • Applying change control processes as per PMO governance
  • Proactive management of project risks, including the development of contingency plans
  • Reporting through agreed lines on project progress through highlight reports and end-stage assessments, including option papers and recommendations
  • Liaise with Transition colleagues and other departments as needed to ensure Client Transition is successful
  • Production of closure reports, evaluating successes, challenges and lessons learned to enhance learning for future transitions.

Key competencies for position and level

• Has in-depth knowledge of Project Management discipline
• Commercial mindset with client engagement skills
• Solves complex global problems, taking on a new perspective to existing solutions
• Works independently with minimal guidance
• Resilience to deal with client challenges and re-prioritisation
• Acts as a resource for colleagues with less experience
• People management skills
• Strong communicator and influencer
•  

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Taking Ownership & results focused
• Resilience
• Positivity
• Proactivity & Drive
• Has in-depth knowledge of Project Management discipline
• Commercial mindset with client engagement skills
• Solves complex global problems, taking on a new perspective to existing solutions
• Works independently with minimal guidance
• Resilience to deal with client challenges and re-prioritisation
• Acts as a resource for colleagues with less experience
• People management skills
• Strong communicator and influencer

Qualifications

Essential Criteria:

• Experience of end to end project management across a variety of different types of complex projects (15+ years/Senior PM)
• Excellent organisational, prioritisation and interpersonal skills
  • Comfortable communicating with diverse stakeholders including subject matter experts, peers, executives, clients and suppliers.
  • Ability to influence and facilitate decision making among senior stakeholders.
  • Can do’ attitude, ability to cope with tight deadlines and working under pressure.
  • Ability to take initiative and self-manage
• Ability to take a creative approach to resolving a range of issues
• Excellent presentation skills, both written and oral
• Professional Qualification in a Project Management related discipline
• Experience working in Financial Services industry
• Understanding of Global Organisation structures and distributed operating models including Shared Service Centres.
• Experience leading a team of project staff
• Experience in Technology project implementation and data transition
• High degree of literacy in applications such as; MS Word, MS Excel, MS PowerPoint, MS Visio
• Fluent in English Language

Desired Criteria:

• Previous experience in projects focused on implementing new operating models / changing existing operating models including multi-location operating models and Shared Service Centres / Centres of Excellence.
• Experience of operating within a firm that shares some of the following features: -
  • Globally distributed teams
  • Fast-paced and rapidly evolving environment
• Knowledge of or experience working in a Private Equity / Investor services industry
• Degree level qualification

Additional Information

At IQ EQ Group we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.