Client Onboarding & Launch Project Lead (Transfer Agency)

Morgan McKinley; Dublin; On-site; EUR 85,000 - 125,000; Full time

Job summary

Morgan McKinley is seeking an experienced Project Manager to lead client on-boarding, conversions and launches within the Transfer Agency business in Dublin. You will act as the primary client contact for TA workstreams and run project governance from planning through sign-off.

You will coordinate across Fund Accounting, Custody, Legal and Risk, manage steering committees and oversee multiple concurrent projects in a fast-paced environment.

Qualifications

• Hands-on experience in Transfer Agency operations or direct TA onboarding/conversion project management.
• Strong understanding of end-to-end TA model and interactions with Fund Accounting and Custody.
• Experience leading multi-stakeholder, client-facing projects in financial services.
• Solid risk and issue management discipline.
• Excellent written and verbal English communication skills.

Responsibilities

• Own end-to-end delivery of client onboarding, conversion and launch projects across the TA business.
• Lead client project calls, Steering Committee updates and internal governance meetings.
• Build and manage conversion run-books, project plans and workstream documentation.
• Define project scope with sponsors and stakeholders, internal and external.
• Identify, track and mitigate project risks and issues through to resolution.
• Coordinate cross-functional teams including Legal, Risk and business unit leads.
• Ensure full documentation and sign-off compliance throughout the project lifecycle.

Skills

Transfer Agency operations

Client-facing delivery

Steering Committee leadership

Risk and issue management

Multi-stakeholder coordination

Project governance

Job description

Morgan McKinley is seeking an experienced Project Manager to lead client on-boarding, conversions and launches within the Transfer Agency business in Dublin. You will act as the primary client contact for TA workstreams and run project governance from planning through sign-off.

You will coordinate across Fund Accounting, Custody, Legal and Risk, manage steering committees and oversee multiple concurrent projects in a fast-paced environment.