Project Manager

Turner Townsend; Liverpool; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A global project management firm in Liverpool is seeking a Client Onboarding Integration Manager to oversee integrations through the Due Diligence phase and beyond. The role involves managing a team, engaging with key stakeholders, and ensuring successful onboarding of clients. Candidates should possess experience in project management, data analysis, and stakeholder engagement, with a strong background in regulatory environments. This position offers a competitive salary and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Flexible working model

Generous holiday package

Fully funded training towards professional qualifications

Qualifications

• Experience in a regulatory environment related to KYC/AML.
• Ability to manage, supervise, and develop a team.
• Experience in a Professional Services environment.

Responsibilities

• Accountable for Client Onboarding integration processes.
• Plan and manage delivery of Client Due Diligence integration.
• Proactively engage with stakeholders and provide technical advice.

Skills

Project management

Stakeholder management

Data analysis

Microsoft Excel

Tools

Microsoft Office

Job description

Client Onboarding Integration Manager – Overview

You’ll be accountable for the Client Onboarding integration processes through the Due Diligence phase to post‑completion, ensuring all clients are successfully integrated. You will be the point of contact, providing planning and delivery updates to integration teams, coaching and mentoring staff, and liaising with Partners and Directors whose clients are passing through the process. The role may also involve special assignments or projects on an ad‑hoc basis. This is a permanent role based at our Liverpool office, with a minimum of two days per week in the office.

Key Responsibilities

• Plan and manage the delivery of conflict checks undertaken as part of pre‑deal Due Diligence and manage the delivery of Client Due Diligence (CDD) integration activity post‑completion.
• Collate, analyse and report on delivery progress.
• Identify and elevate emerging risks and issues to the Head of Onboarding, relevant project managers or Compliance Managers.
• Manage the Client Service Associate (CSA) team that supports the local office with processing, ensuring resources work efficiently, are deployed optimally and fully utilised.
• Proactively engage with Partners, Directors and other stakeholders in acquired businesses to help them understand the process and work efficiently with the CSA team, providing technical advice to resolve complex cases.
• Continuously improve the CDD and conflict check approach for acquired clients.

Qualifications & Experience

• Demonstrable project management, planning, delivery and reporting experience.
• Experience in a regulatory environment relating to KYC/AML.
• Managing, supervising, developing and effectively deploying a team of delivery resources.
• Data analysis and presentation skills to support tracking of project delivery and identification/resolution of issues.
• Working knowledge of Microsoft Office packages: minimum basic level Word; intermediate PowerPoint; intermediate to advanced Excel.
• Excellent stakeholder management and ability to engage with Clients, Partners, Directors and staff at all levels within the business.
• Experience operating in a change environment.
• Experience in a Professional Services environment / business.
• Any experience delivering AI‑related projects as part of CDD initiatives (additional).

Benefits

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Hybrid working model (role dependent).
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.
• Fully funded training towards professional qualifications.
• Cycle to work scheme.
• Season ticket loan.
• Eye care support.

Diversity & Inclusion

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process – please let your recruiter know.