Senior Transitions Manager | Client Onboarding & Restructures

The Aquarium; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

Senior Transitions Manager, based in Sydney, leads client restructures, closures and new onboarding for a major financial services client. This 12-month contract role requires coordinating cross-functional teams and external custodians to ensure compliant asset transfers and timely settlements.

You will mentor junior staff, optimise the transition framework, and manage end-to-end plans from needs assessment through delivery, with a focus on stakeholder communications and risk control.

Qualifications

• 10+ years in financial services with fund accounting and custody operations

Responsibilities

• Lead end-to-end delivery of client transitions from needs assessment to implementation

Skills

Project management

Stakeholder management

Analytical ability

Communication

Negotiation

MS Project

Office suite

Resilience

Education

Degree in business, accounting or similar

Tools

MS Project

Job description

Senior Transitions Manager | Client Onboarding & Restructures

12-month contract | Sydney | Financial Services

Leading global bank's Securities Services business in Australia is looking for a Senior Transitions Manager to lead client restructures, closures and new business onboarding, including a significant new client onboarding.

What you'll be doing day-to-day

You'll be accountable for the end-to-end delivery of client transitions. You'll start by understanding the client's needs, including their investment managers, custodians and fund accounting requirements, then turn that into detailed transition plans and see them through. You'll coordinate internal teams (middle office, fund accounting, risk, IT) and external parties such as custodians, investment managers and trustees to deliver smooth, compliant asset transfers. You'll track settlements, corporate actions and income monitoring against agreed deadlines, and elevate delays early. You'll also mentor junior team members locally and offshore and help improve the transition framework.

What we're looking for

• Around 10+ years in financial services, with knowledge of fund accounting, unit pricing, investment administration, custody operations and investment product structures
• 5+ years in a direct transition management or similar role, with a proven track record
• Strong end-to-end project and implementation management, with sound analytical ability
• Excellent written and verbal communication, and the negotiation skills to resolve conflicts with senior stakeholders
• Resilience and the ability to juggle multiple transitions under tight deadlines
• Proficiency in MS Project and the Microsoft Office suite
• A degree in business, accounting or similar, or substantial industry experience

Highly regarded

• Experience with super funds or asset managers
• Experience leading or mentoring a team, including offshore