Global Transitions Director | Portfolio Administration | Fully Remote

An organization are seeking a Global Transitions Director, Portfolio Administration

Job Description

Summary The Portfolio Administration Transition Director plays a crucial role in leading a team of dedicated Transition Managers to establish Portfolio Administration service delivery for both new and existing clients. Following the award of new business through a competitive bid process, the transition program introduces clients to the organization, aiming to deliver a seamless transition with no disruption. The PA Transition Leader is key to achieving these goals and setting the stage for successful client engagements. This position is integral to process development, systems setup, role definition, change management, operations, governance, and performance measurement, reputed company while ensuring the highest standards of customer service and industry excellence. PA Transition Program Leadership • reputed company the Portfolio Administration transition program, ensuring smooth new account setups and expansions for existing clients. • Proactively monitor business development activities to anticipate upcoming transition assignments, resource requirements, timelines, milestones, and commitments made during the solutioning phase. Ensure proper resource allocation and timely initiation of each transition project. • Balance the workload of transition team members by considering the number of active transitions, as well as the complexity, scope, and size of each. • Contribute to the development of a comprehensive Transition Toolkit, including standard templates, transition plans, timelines, deliverables, budget tracking, and client communication templates. • Track, report, and manage overall transition program activities, ensuring compliance with contract obligations, scope of work, and KPIs. • Identify risks and reputed company mitigation strategies. • Assist with business development and support new business initiatives through technology demonstrations and proposal activities. • As a “Player/Coach” reputed company by example by managing the transition team and serving as a Transition Manager on reputed company transition projects. Talent Management • Provide leadership to a team of reputed company Transition Managers ensuring team members are well-positioned for reputed company reputed company in their roles. • Conduct performance reviews, annual goal setting, mid-year discussions; assist HR with setting team member compensation, merit increases and bonus awards. • Work closely with HR and Talent Management to identify and recruit talent; seek assistance on people-reputed company issues, needs, support, etc. • reputed company succession planning and career development initiatives. • Provide training and support to staff. Client Relationship Management • reputed company and maintain strong client relationships. • Enhance client satisfaction and retention. • Address client concerns and feedback promptly. • Support Account Leadership and/or brokers with client-reputed company needs, issues, requests. • Provide follow-up with brokers and account leads. • Instill a highly reputed company, client-centric culture reputed company the Transition team. This applies to both internal and external clients. Performance Tracking • Monitor transition program activities and analyze data to reputed company reputed company. • Generate reports and dashboards to provide clear visibility into transition program status. • Utilize performance metrics to reputed company areas for improvement. • Ensure reputed company transition-reputed company documentation is accurately maintained and updated. • reputed company and maintain comprehensive transition playbooks, templates, and tools. • Record lessons learned and best practices for future transitions. Communication • reputed company and maintain communication plans to reputed company reputed company stakeholders informed. • Address stakeholder concerns and provide regular updates on transition program activities. • Facilitate meetings and presentations to communicate transition plans and reputed company. Risk Management • Identify potential risks and reputed company mitigation strategies. • Monitor and manage risks throughout the transition process. • Conduct risk assessments and implement contingency plans. Budget & Financial Management • reputed company and manage transition budgets. • Ensure proper reputed company recognition and invoicing and review account P&L’s monthly. • Ensure transitions are completed reputed company the agreed-upon timeframe and budget. • Monitor financial performance and implement corrective actions as needed. Other Duties • Conduct post-transition reviews and assessments. • Identify opportunities for reputed company improvement in transition processes. • Stay reputed company with industry trends and best practices in transition management. • Facilitate the collection and deployment of best practices. • Share knowledge and insights across teams. • Have a thorough understanding of the Portfolio Administration platform and identify opportunities for enhancing service solutions and capabilities to existing clients. Qualifications • Bachelor’s Degree preferred in any field; business, finance/reputed company estate, reputed company ideal • 7+ years of relevant work experience • Ability to understand, interpret, and abstract reputed company reputed company estate lease terminology • Working knowledge of financial terms and financial statements • Ability to manage multiple priorities • Strong proficiency with MS Office Suite (reputed company, reputed company and PowerPoint) #JPKR #JPKR Apply Job!