Cash Management Project Lead

3 days ago


Dublin, Dublin City, Ireland Pontoon Solutions Full time

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:

  1. Project manage client implementations end-to-end, ensuring high-quality results and timely delivery.
  2. Collaborate with clients to agree on project timelines, communicate effectively throughout the process, and resolve any issues that may arise.
  3. Provide exceptional customer service, tailoring your approach to meet the unique needs of each client.
  4. Manage conference calls with clients and internal stakeholders, ensuring seamless communication and collaboration.
  5. Coordinate all aspects of relevant KYC and legal documentation required for client onboarding, maintaining accurate records and demonstrating a clear audit trail.
  6. Keep stakeholders informed about project progress, highlighting any related issues or delays.
  7. Connect with internal teams to ensure timely completion of onboarding tasks and strict deadlines are met for clients.
  8. Configure relevant products and services within systems, logging all necessary documentation and emails in a central repository.

About the Role:

  1. A strong understanding of cash and treasury management products is essential for this role.
  2. Prior experience in managing complex projects with multiple deliverables is highly valued.
  3. The ability to interact effectively with stakeholders at all levels within an organization is crucial.
  4. Excellent oral and written communication skills, along with the ability to deliver compelling messaging, are necessary for success.
  5. Strong time management, planning, and organization skills are required to prioritize tasks and meet deadlines.

Nice to Have Skills:

  1. Project management qualifications (e.g., PRINCE2, PMP) would be beneficial.
  2. Prior experience gained within financial services or investment banking, with exposure to onboarding/KYC of new clients and products, would be advantageous.
  3. 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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