Onboarding & Transitions Project Lead – Fund Administration

Automic Group; Sydney; On-site; AUD 140,000 - 180,000; Full time

Benefits offered by this job

High-growth organisation

Professional development

Collaborative team culture

Exposure to leading technology

Purpose-driven business

Job summary

Automic Group is seeking an experienced Project Manager, Onboarding & Transitions to lead the successful onboarding of Fund Administration and Custody clients. You’ll translate contracted scope into detailed plans, manage governance, data migration, and ensure seamless go-live with strong client satisfaction.

You’ll work with funds administration platforms, custodians and global teams to deliver complex onboarding projects on time and within scope, while building robust client relationships and

Qualifications

• Proven success delivering complex client onboarding, implementation, migration or transition projects within financial services.
• Strong understanding of Fund Administration, including fund accounting, registry, custody, middle office, tax and reporting services.
• Demonstrated expertise in project planning, governance, risk management, reporting and stakeholder engagement.
• Hands-on experience coordinating data migration, reconciliation, system configuration, testing and operational readiness activities.
• Strong client-facing communication skills with sound commercial judgement and problem-solving capabilities.
• High attention to detail with the ability to manage multiple workstreams and competing priorities.
• A relevant tertiary qualification or equivalent practical experience. Qualifications in Accounting are beneficial but not strictly required.

Responsibilities

• Lead complex client onboarding and implementation projects from initiation through to handover into BAU teams, covering Fund Administration and Custody services.
• Translate contracted scope and solution design into detailed project plans, including milestones, resources, dependencies, risks and success measures.
• Pro-actively identify areas of risk where aspects of the clients funds need additional support or management to ensure seamless transition and setup for seamless ongoing delivery.
• Manage project governance, reporting, RAID logs, stakeholder communications and issue escalation.
• Coordinate data migration activities including mapping, cleansing, conversion, reconciliation and client sign-off processes.
• Oversee platform configuration, integrations, testing and defect management to ensure successful delivery outcomes.
• Drive operational readiness across processes, controls, access management, training and regulatory reporting requirements.
• Plan and manage cutover and hypercare activities, including go-live readiness, contingency planning and post-implementation support.
• Act as the primary point of contact for clients throughout the onboarding lifecycle, managing expectations and fostering strong relationships.
• Identify lessons learned and contribute to continuous improvement initiatives that enhance delivery frameworks and client experience.

Skills

Project management

Stakeholder management

Risk management

Data analysis

Advanced Excel

Client onboarding

Communication skills

Education

Tertiary qualification

Accounting background beneficial

Job description

Automic Group is seeking an experienced Project Manager, Onboarding & Transitions to lead the successful onboarding of Fund Administration and Custody clients. You’ll translate contracted scope into detailed plans, manage governance, data migration, and ensure seamless go-live with strong client satisfaction.

You’ll work with funds administration platforms, custodians and global teams to deliver complex onboarding projects on time and within scope, while building robust client relationships and