Cash Management Project Lead
3 days ago
Pontoon Solutions seeks a seasoned Cash Management Project Lead to join our team. As a key member of the EMEA Dedicated Large Corporate Fulfilment Team, you will be responsible for overseeing complex client implementations across all cash management product solutions.
Key Responsibilities:
- Project manage client implementations end-to-end, ensuring high-quality results and timely delivery.
- Collaborate with clients to agree on project timelines, communicate effectively throughout the process, and resolve any issues that may arise.
- Provide exceptional customer service, tailoring your approach to meet the unique needs of each client.
- Manage conference calls with clients and internal stakeholders, ensuring seamless communication and collaboration.
- Coordinate all aspects of relevant KYC and legal documentation required for client onboarding, maintaining accurate records and demonstrating a clear audit trail.
- Keep stakeholders informed about project progress, highlighting any related issues or delays.
- Connect with internal teams to ensure timely completion of onboarding tasks and strict deadlines are met for clients.
- Configure relevant products and services within systems, logging all necessary documentation and emails in a central repository.
About the Role:
- A strong understanding of cash and treasury management products is essential for this role.
- Prior experience in managing complex projects with multiple deliverables is highly valued.
- The ability to interact effectively with stakeholders at all levels within an organization is crucial.
- Excellent oral and written communication skills, along with the ability to deliver compelling messaging, are necessary for success.
- Strong time management, planning, and organization skills are required to prioritize tasks and meet deadlines.
Nice to Have Skills:
- Project management qualifications (e.g., PRINCE2, PMP) would be beneficial.
- Prior experience gained within financial services or investment banking, with exposure to onboarding/KYC of new clients and products, would be advantageous.
- Experience within Cash Management or an equivalent field would be valuable.
About Pontoon Solutions:
We are a leading provider of innovative solutions for the financial industry, dedicated to delivering exceptional results for our clients.
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