Transitions Manager

The Aquarium; Sydney; On-site; AUD 180,000 - 250,000; Full time

Job summary

The Aquarium is seeking a Senior Transitions Manager in Sydney to lead client restructures, closures and onboarding for new business, with oversight of cross-functional delivery across middle office, fund accounting and risk. The role emphasizes end-to-end project leadership and offshore mentoring.

You will coordinate with custodians, investment managers and trustees to ensure compliant asset transfers, monitor settlements and actions, and drive continuous improvement of the transition

Qualifications

• 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.

Responsibilities

• Lead end-to-end delivery of client transitions, onboarding and restructures.
• Coordinate internal teams and external parties to ensure smooth asset transfers.
• Track settlements, corporate actions and income monitoring against deadlines; escalate delays.
• Mentor junior team members locally and offshore and help improve the transition framework.

Skills

Financial services expertise

Transition management

Stakeholder management

Project management

Communication skills

MS Project

Analytical ability

Education

Bachelor's degree in Business, Accounting or related field

Tools

MS Project

Job description

A 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 **escalate** 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

Senior Transitions Manager

12-month contract | Sydney | Financial Services