- Demonstrate ownership on assigned events and drive to completion.
- Develop and maintain detailed project plans for each new client transition.
- Coordinate and host ongoing onboarding project calls with clients and their counterparties.
- Facilitate the legal review process between the client and internal Legal Team to ensure that agreements are negotiated in a timely manner.
- Work with operational stakeholders to ensure that all client set up requirements are considered and executed efficiently and in a risk-controlled environment.
- Collaborate with the Team to ensure that clients' legacy investments are transitioned efficiently from their current structure to their new investment lineup.
- Ensure that all new client onboarding Compliance requirements are met.
- Coordinate all aspects of trading related to client onboarding and transition events.
- Responsible for providing operational support to new discretionary client accounts via operational team members.
- Be risk-aware and contribute to culture of continuous improvement.
- A minimum of 5 years of experience in fund accounting and/or custodial oversight, advisory management operations, portfolio operations or client services, and a track record of progress and development (Asset Manager and/or Client facing experience a plus).
- Demonstrated ability to work in a fast-paced environment where adherence to procedures and controls is critical.
- Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task.
- Positive attitude & proven ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities.
- Strong performance in leading a project, a team, or an initiative.
- Proficiency in Microsoft Office.
- Bachelor's degree in accounting, finance, business, or related field of study preferred (advanced degree or relevant certifications a plus).
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Implementation Project Manager
5 days ago
ADP Maitland, United StatesADP is hiring a **Implementation Project Manager.** · Do you have the leadership and analytical skills to ensure projects reach the finish line · - on time, within scope and within budget? · - Using your business savvy, can you adeptly manage people and processes? · - Are you rea ...
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Phlebotomy Coordinator
2 weeks ago
Diagnostics On The Go (DIAGGO) Lake Mary, United StatesOverview: · **We are seeking a highly skilled and experienced Phlebotomy Manager to join our team. You will oversee and coordinate various aspects of our operations. This is a leadership role that requires strong organizational skills, attention to detail, and the ability to effe ...
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Marketing and Community Relations Associate
1 week ago
MOORE MEDICAL GROUP INC Lake Mary, United States**JOB SUMMARY**: · Moore Medical Group is seeking an individual with excellent marketing and outreach management skills to develop and generate a pipeline of prospective clients through multiple grass roots activities, including participating in a variety of local community event ...
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Deskside Technician Ii
2 weeks ago
Stefanini, Inc Lake Mary, United States**Who we are** · **What will you do?** · - Supporting IT equipment in large corporate environment · - Desktop/laptop tech support (Mac and PC) · - Windows 7/10 operating systems · - Support mobile devices, printers, scanners, wireless, VPN, etc. · - IMAC Support - IT equipment In ...
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Personal Support Worker
5 days ago
Altruist Care Lake Mary, United StatesOverview: · We are seeking dedicated Support Workers to join our team. As a Support Worker, you will play a vital role in assisting individuals with developmental disabilities and other special needs. If you have a passion for helping others and possess the necessary skills, we w ...
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Edi Specialist
5 days ago
Medwatch LLC Lake Mary, United States**Scope**: · The EDI Specialist will be responsible for creating, monitoring, and troubleshooting electronic data interchanges (EDI) processes between the organization, clients, and vendors. The EDI Specialist will ensure data flowing between systems is consistent and accurate. · ...
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Project Manager Ii
1 week ago
Duke Energy Lake Mary, United StatesMore than a career - a chance to make a difference in people's lives. · Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities fo ...
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Associate, Relationship Management
1 week ago
BNY Mellon Lake Mary, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
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Project Planner/scheduler
1 week ago
Mitsubishi Power Americas, Inc. Lake Mary, United States**Mitsubishi Power Americas, Inc. in Lake Mary, Florida **is looking for a **Project Planner Scheduler** **- Hybrid Schedule 3 days in office.** · **SUMMARY** · The Project Planner Scheduler supports Project Management by providing detailed project schedules which support the ent ...
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Manager (Loan Sales and Servicing)
1 week ago
Addition Financial Lake Mary, United States: · **We are Addition Financial**, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring fin ...
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Client Service Implementation Consultant
2 weeks ago
PAYLOCITY CORPORATION Lake Mary, United StatesPaylocity is a cloud-based software company that creates customized HR solutions for small to mid-sized organizations. Our workplace enhances communication and enables employees to connect, collaborate, and create from anywhere. Our award-winning culture ensures everyone has a vo ...
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Registered Nurse
3 weeks ago
Reproductive Medicine Associates- RMA Network Lake Mary, United StatesRMA is seeking a full-time Registered Nurse (RN) to join our growing team in our Lake Mary, location. · **Responsibilities include**: · - Contribute to physicians' effectiveness by identifying patient care issues; provide information and commentary pertinent to patient care plan; ...
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Test Coordinator Display Systems Automotive
2 weeks ago
Quantum Ventures Lake Mary, United StatesTest Coordinator Display Systems Automotive (w/m/d) · Your tasks · (Please note: German language skills of at least C1 level are absolutely mandatory) · You will independently lead a sub-project in the field of qualification of display systems in the automotive sector · You will ...
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Software developer Delphi
2 weeks ago
Eclipse Enterprises Lake Mary, United StatesAbout Noske Office Consulting + Marketing GmbH: · As a strong development team, we focus on one thing: supporting chambers in their core areas of education, further education, training, and professional and technical examinations with optimally coordinated software. For over 37 y ...
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Implementation Project Manager
3 weeks ago
Freeman Orlando, United States**About Us** · Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated f ...
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Director of Compliance and Privacy
21 hours ago
Medwatch LLC Lake Mary, United States**Scope**: · The Director of Compliance and Privacy will serve as the company?s Compliance and Privacy Officer and will be responsible for building and managing a strategic, effective, and comprehensive privacy and compliance program, in compliance with the Health Insurance Porta ...
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Summer Lifeguard
3 days ago
HEATHROW COUNTRY CLUB Lake Mary, United StatesStart date: 5/11 · End date: 9/3 · Must have open availability and current American Red Cross Lifeguard Certificate required. · **POSITION OBJECTIVE**: · The lifeguard is responsible for implementing and administering all water safety procedures and policies; supervising members, ...
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NovaWorks Sunland Estates, United StatesThe Schwarz IT department manages the entire digital infrastructure and all software solutions for companies within the Schwarz Group. This includes the selection, provision, operation, and further development of IT infrastructures, platforms, and business applications. In order ...
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Director of Philanthropy
1 week ago
The Sharing Center Longwood, United States**Director of Philanthropy** · **Our Mission**: · Through Christ, The Sharing Center provides dignified resources to those experiencing hardships, hunger, and homelessness. Since 1986, The Sharing Center has guided families and individuals toward financial stability and economic ...
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S & W Kitchens, Inc. Longwood, United StatesOur 46 year-old, Family owned Design/Build firm is seeking a Construction Superintendent to join our team You will oversee project planning, scheduling, budgeting, and implementation. · **Responsibilities**: · - Oversee all aspects of construction project from planning to impleme ...
Client Implementation Manager - Lake Mary, United States - TurningPoint Healthcare Solutions LLC.
1 week ago
Description
Client Implementation ManagerWho We Are:
TurningPoint Healthcare Solutions is a leader in advanced clinical and technology-enabled complex condition management.
TurningPoint provides an innovative suite of specialty care management services and technologies that enable health plans and employers to improve the safety, quality, and affordability of healthcare.
Through its platform and specialized team of clinical experts, TurningPoint works collaboratively with providers to deliver optimal care. TurningPoint offers condition-specific, quality-driven, value-based care management services that optimize care from diagnosis and discovery through recovery. TurningPoint's comprehensive and integrated suite of services enhances the support individuals need, at the time they need it most.Since launching in 2015, TurningPoint has provided support to more than 50 million people nationwide across numerous clinical specialties including musculoskeletal, pain management, cardiology, wound care, ear/nose/throat, and sleep.
TurningPoint's model moves beyond denial-based care to holistic condition management that improves outcomes and reduces cost. TurningPoint is an independent organization, not owned or affiliated with a health plan or provider system.Position Summary:
The Client Implementation Manager will have responsibility for leading new client onboarding activity and the implementation of investment changes for new and existing client mandates.
The role will also be directly responsible for managing the operational components of manager transitions and transitions of client assets into new investment strategies and funds.
The Client Implementation Manager will work directly with clients, and internal and external stakeholders on activities.The role will require developing a solid relationship with our Legal & Compliance teams, to ensure agreements reflect the nuances of the investment solutions.
Roles and Responsibilities:
Education, Experience and Licensure:
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Client Implementation Manager professionals in Lake Mary
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Manuel Saunders
OnBase Engineer & ECM Solution Consultant