•Lead end-to-end client transfer and migration programs through implementation and stabilization.
•Serve as the primary point of contact for clients and internal partners across the program lifecycle.
•Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
•Create implementation strategies, project plans, governance structures, risk mitigation plans, and executive reporting.
•Orchestrate cross-functional delivery across product, sales, service, operations, technology, risk, compliance, and implementation teams.
•Facilitate steering committees, governance forums, status meetings, and executive-level discussions.
•Assess risks, dependencies, and roadblocks; escalate and resolve issues proactively.
•Manage multiple high-priority client engagements while maintaining controlled execution and deadlines.
•Influence decision-making across diverse stakeholder groups without direct authority.
•Contribute to growth opportunities through solution discussions, client presentations, and request for proposal responses.
•Champion process improvements, automation initiatives, and operational excellence to enhance client experience and scalability.
Required qualifications, skills, and capabilities:
•Bring 13+ years of experience in client onboarding, implementations, treasury services, cash management, account transfers, payments, commercial banking, or financial services operations.
•Demonstrate experience leading complex client-facing projects and implementations.
•Apply project management skills to manage multiple priorities and deadlines.
•Communicate clearly in writing and verbally with clients and internal partners.
•Influence stakeholders at all levels to drive alignment and decisions.
•Analyze complex information to support problem solving and decision making.
•Resolve escalations across cross-functional teams through structured issue management.
•Operate effectively in a fast-paced, highly regulated environment with strong attention to risk and control.
•Hold a bachelor’s degree or equivalent practical experience.
