Client Change Lead

About SS&C

Role overview

Workplace and benefits

• The role offers a hybrid work model.
• Benefits include income protection insurance, flexible time off, private health insurance discounts, paid parental leave, death and TPD insurance, training, and discounts on fitness clubs and travel.

Key responsibilities

• Lead business and client change initiatives aligned with strategy, client commitments, and regulatory requirements, partnering across Transfer Agency Operations, Client Experience, and Line 1 Risk.
• Define objectives, scope, deliverables, success measures, requirements, operational impacts, dependencies, risks, and implementation considerations.
• Manage the full initiative lifecycle, applying change methods and governance frameworks from discovery and planning through implementation, transition, and post-go-live support.
• Manage plans, timelines, milestones, resources, deliverables, progress, scope changes, and stakeholder reporting.
• Collaborate with clients, fund managers, custodians, third-party providers, and internal teams to define requirements and deliver solutions.
• Communicate project updates, risks, decisions, and insights; build relationships and support adoption through guidance, training, and engagement.
• Ensure governance, risk, compliance, audit, and quality assurance requirements; manage risks and issues and conduct quality reviews.
• Maintain audit and governance documentation, templates, procedures, and process artefacts; coordinate configuration changes across Core Registry, Statements, Documents, and Forms.
• Provide subject matter expertise and advisory support throughout the change lifecycle.

What you will bring

• At least 8 years of financial services experience, including at least 5 years in Unit Registry, Fund Administration, Custody, or related Asset Servicing.
• Strong knowledge of Transfer Agency, registry, custody, and fund administration operations and the end-to-end investor servicing lifecycle.
• Experience leading or supporting fund launches, closures, transitions, client onboarding, regulatory change, or operational transformation.
• Experience with project delivery, change management, governance frameworks, and Agile methodologies.
• Strong analytical, problem-solving, stakeholder management, client relationship, communication, and cross-functional collaboration skills.
• Ability to influence and coordinate specialist teams, navigate ambiguity, manage competing priorities, work under pressure, and meet deadlines while maintaining quality and controls.
• Advanced Microsoft Excel proficiency for data analysis, reporting, reconciliation, and operational decision support.
• Lean Six Sigma qualification or exposure is highly regarded; Jira, Trust Architect, or similar workflow, registry, or change platforms are also highly regarded.