Implementations Lead – Project Manager

Jobtailor; Newark (NJ); On-site; USD 110,000 - 140,000; Full time

Job summary

Jobtailor is seeking a skilled Implementation Lead to drive end-to-end client implementations for corporate actions and dividend processing within CAIP/BPO environments. You will coordinate plans, milestones, and governance across internal and external stakeholders, and manage onboarding activities from requirements gathering to readiness assessments.

You will serve as the primary contact during implementations, ensuring clear communication, timely issue resolution, and a smooth transition of

Qualifications

• Bachelor's degree in Finance, Business, Operations, or related field.
• 5+ years of experience in client implementation, transitions, asset servicing, or operations within financial services.
• Strong working knowledge of corporate actions and dividend processing, including event lifecycle, announcements, elections, entitlements, and reconciliations.
• Experience in BPO, outsourcing, or shared services operating models.
• Proven project management and stakeholder management skills.
• Ability to manage multiple concurrent implementations and deadlines in a fast-paced environment.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Experience with CAIP platform, asset servicing systems, custody operations, or securities processing environments preferred.
• Knowledge of global markets, market deadlines, income events, and voluntary/mandatory corporate action processing preferred.
• Familiarity with implementation methodologies, process migration frameworks, and operational readiness models preferred.
• Experience with project management tools and documentation standards preferred.

Responsibilities

• Lead end-to-end implementation of new clients and services related to corporate actions and dividend processing within CAIP/BPO environments.
• Coordinate project plans, milestones, deliverables, and governance across internal and external stakeholders.
• Manage client onboarding activities including requirements gathering, solution design, operating model setup, and readiness assessments.
• Act as the primary point of contact during implementation, ensuring clear communication and timely issue resolution.
• Support transition of processes from client teams or incumbent providers into the BPO operating model.
• Partner with operations and product teams to implement workflows for corporate actions and dividend processing.
• Ensure implementation of accurate event capture, election management, entitlement processing, and reconciliation processes.
• Validate client-specific requirements for event notifications, deadlines, response handling, tax considerations, and reporting.
• Support setup and testing for market deadlines, account structures, standing instructions, and exception management processes.
• Gather and document business requirements, process flows, controls, and service level expectations.
• Translate client needs into operational and system requirements in partnership with technology and business teams.
• Identify gaps between standard service models and client expectations, proposing scalable implementation solutions.
• Assist in defining target operating models, process maps, and control frameworks for corporate action and dividend services.
• Coordinate user acceptance testing (UAT), parallel testing, and implementation validation for new client setups or service changes.
• Ensure readiness across operations, systems, reporting, controls, and governance prior to go-live.
• Oversee defect tracking, issue remediation, and sign-off processes.
• Support post-implementation stabilization and transition into business‑as‑usual support teams.
• Work closely with operations, technology, client service, product, risk, and compliance teams to deliver successful implementation outcomes.
• Track implementation risks, dependencies, and issues; Escalate where appropriate.
• Ensure adherence to internal controls, regulatory requirements, and service level agreements.
• Provide regular project status updates to clients and senior management.
• Identify opportunities to improve onboarding processes, implementation governance, and service delivery efficiency.
• Contribute to standardization of implementation documentation, templates, and best practices.

Skills

Project management

Stakeholder management

Analytical skills

Organizational skills

Communication skills

Problem-solving

Multitasking

Education

Bachelor's degree in Finance / Business / Operations

Tools

CAIP platform

Asset servicing systems

Job description

Responsibilities

• Lead end-to-end implementation of new clients and services related to corporate actions and dividend processing within CAIP/BPO environments.
• Coordinate project plans, milestones, deliverables, and governance across internal and external stakeholders.
• Manage client onboarding activities including requirements gathering, solution design, operating model setup, and readiness assessments.
• Act as the primary point of contact during implementation, ensuring clear communication and timely issue resolution.
• Support transition of processes from client teams or incumbent providers into the BPO operating model.
• Partner with operations and product teams to implement workflows for mandatory, voluntary, and elective corporate actions, as well as cash and stock dividend processing.
• Ensure implementation of accurate event capture, election management, entitlement processing, announcement handling, and reconciliation processes.
• Validate client-specific requirements for event notifications, deadlines, response handling, tax considerations, and reporting.
• Support setup and testing for market deadlines, account structures, standing instructions, and exception management processes.
• Gather and document business requirements, process flows, controls, and service level expectations.
• Translate client needs into operational and system requirements in partnership with technology and business teams.
• Identify gaps between standard service models and client expectations, proposing scalable implementation solutions.
• Assist in defining target operating models, process maps, and control frameworks for corporate action and dividend services.
• Coordinate user acceptance testing (UAT), parallel testing, and implementation validation for new client setups or service changes.
• Ensure readiness across operations, systems, reporting, controls, and governance prior to go-live.
• Oversee defect tracking, issue remediation, and sign-off processes.
• Support post-implementation stabilization and transition into business‑as‑usual support teams.
• Work closely with operations, technology, client service, product, risk, and compliance teams to deliver successful implementation outcomes.
• Track implementation risks, dependencies, and issues; Escalate where appropriate.
• Ensure adherence to internal controls, regulatory requirements, and service level agreements.
• Provide regular project status updates to clients and senior management.
• Identify opportunities to improve onboarding processes, implementation governance, and service delivery efficiency.
• Contribute to standardization of implementation documentation, templates, and best practices.

Qualifications

• Bachelor’s degree in Finance, Business, Operations, or a related field.
• 5+ years of experience in client implementation, transitions, asset servicing, or operations within financial services.
• Strong working knowledge of corporate actions and dividend processing, including event lifecycle, announcements, elections, entitlements, and reconciliations.
• Experience in BPO, outsourcing, or shared services operating models.
• Proven project management and stakeholder management skills.
• Ability to manage multiple concurrent implementations and deadlines in a fast‑paced environment.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent written and verbal communication skills.
• Experience with CAIP platform, asset servicing systems, custody operations, or securities processing environments preferred.
• Knowledge of global markets, market deadlines, income events, and voluntary/mandatory corporate action processing preferred.
• Familiarity with implementation methodologies, process migration frameworks, and operational readiness models preferred.
• Experience with project management tools and documentation standards preferred.