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Implementation Consultant

  • Permanent
Job Title: Implementation Consultant

Location: London (hybrid) 

Role Overview:

William Rose Associates are partnering with a rapidly growing Transfer Agent based in London and they are seeking a highly motivated and experienced Implementation Consultant to join their Delivery team. The Implementation Consultant will play a critical role in delivering solutions to their clients. This role requires a deep understanding of transfer agency products, processes, and data migrations. The role is client-facing so the candidates must have excellent communication skills, and a strong commitment to client satisfaction.


Client Engagement

  • Act as a trusted advisor to clients, understanding their needs and challenges.
  • Manage client meetings through the delivery life cycle to gather requirements, build operating models, present solution designs, and detailed plans.
  • Build and maintain strong client relationships through effective communication.

Solution Design

  • Collaborate with the sales and product teams to design solutions that address client requirements and stay true to the firm's product roadmap.
  • Develop detailed solution and operating model documentation, including scope, timelines, and resource requirements.
  • Ensure proposed solutions align with industry best practices and compliance standards.
  • Identifying gaps between source applications (either through experience and/or the data) and the target product, flagging these to the Product Owners.

Project Delivery

  • Lead the delivery of solutions to clients, managing project timelines and budgets.
  • Work across Delivery and Migration streams as required.
  • Coordinate with cross-functional teams, including implementation specialists and technical experts.
  • Monitor project progress, identify potential issues, and implement solutions.
  • Manage end-to-end testing of the client solution.
  • Defining/measuring success criteria by working with all parties on validation techniques such as the testing of migrated data and reconciliations.
  • Working with the Asset Manager/Transfer Agent to understand their inflight strategy and requirements, and to ensure that any build is conveyed to the engineers.
  • Analysis of Inflight/cutover scenarios, validating against the data available and assisting in defining the runbook.

Industry Subject Matter Expert

  • Detailed Transfer Agency knowledge is a must for this role as the role will require detailed design discussions with clients relating to delivery of the company's products and services.
  • Stay up-to-date with industry trends and developments in transfer agency services.
  • Maintain a deep understanding of our company's products and services.
  • Provide product training to clients and internal teams as needed.

Client Support

  • Provide ongoing support to clients in early life support to ensure the client’s delivery is a success with a seamless transition to BAU.
  • Address client inquiries and issues promptly and professionally.
  • Identify opportunities for upselling or cross-selling additional services.
  • Minimum of 8 years of experience in the Transfer Agency sector, preferably across multiple jurisdictions
  • Proven track record in delivering solutions to Transfer Agency clients
  • Strong product knowledge within Transfer Agency
  • Experience of Transfer Agency migrations is beneficial
  • Excellent communication and presentation skills
  • Knowledge of industry regulations and compliance environment
  • The candidate must have the right to work in the United Kingdom

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William Rose Associates
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