Project Manager - Onboarding and Transitions

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 brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.

Today, over 1,400 ASX listed and unlisted clients trust Automic’s 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.

Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.

About the Role

We’re looking for an experienced Project Manager, Onboarding & Transitions to lead the successful onboarding of new Fund Administration and Custody clients. This role is responsible for managing the end-to-end implementation journey, transforming agreed solutions into seamless operational outcomes. This includes documentation of the agreed client operating model, data reconciliation and migration to our systems, custody asset migration between the incumbent and our custodian or sub-custodian, post implementation hypercare, and holistic project management of the clients transition to Automic.

Working closely with clients and internal stakeholders, you’ll oversee project delivery from discovery and planning through to implementation, cutover, hypercare and transition into business-as-usual operations. You'll ensure projects are delivered on time, within scope, and with the highest levels of governance, accuracy and client satisfaction.

Key Responsibilities Include

• 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.

About You

You’ll bring:

• 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. This includes data reconciliation between take on balances, parallel run activities, and cutover.
• 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, and pro-active risk awareness with escalation of key items to senior leaders
• A relevant tertiary qualification or equivalent practical experience. Qualifications in Accounting are beneficial but not strictly required. Custody and Accounting experience highly preferred.
• PMP, PRINCE2, Agile or other project management certification (highly regarded).
• 5+ years of project delivery experience, ideally within Fund Administration, investment operations or financial services.
• Experience working with transitions, fund administration platforms, global custodians, data analysis skills and advanced Excel skill is highly advantageous.

Why Join Automic?

You’ll be joining Australia’s leading technology-driven investor services business at an exciting stage of growth. At Automic, we’re transforming investor administration through innovative technology, expert service and deep industry expertise.

You’ll be part of a team where operational excellence, collaboration, and continuous improvement are genuinely valued. This is an opportunity to make a meaningful impact, work with sophisticated clients, and further develop your career in a high-performing, purpose-led fintech environment.

Key Benefits Include

• High-growth, scaling organisation
• Professional development and career progression opportunities
• Collaborative and supportive team culture
• Exposure to leading technology and transformation initiatives
• Purpose-driven business making a real impact for clients and investors