AI Automation Senior PM - Onboarding

Reporting to Head of Transformation

Purpose of the job

Client centricity is an Ocorian value, and clients are expecting a more digital experience at onboarding and throughout the customer lifecycle. To deliver this expectation Ocorian is planning a digital transformation of client onboarding and are concluding selection of a tool to support the business.

This is a strategic initiative with high visibility internally and externally that demands an outstanding digital project manager. Working closely with the COO, Head of Transformation and CIO, the candidate will lead design, build and deployment of the project from inception though pilot to wider deployment to the global business.

Main Responsibilities

• Engage service line, operational and compliance leadership to define requirements for a global onboarding solution
• Lead design of customer journey and processes to ensure ease to use and compliance to AML/KYC global standards
• Ensure effective project management and documentation in line with best practice
• Apply risk rating model and identify any changes needed
• Prepare communication decks to explain the benefits of the AIA solution and to support change management at all levels of the business
• Ensure adoption of global standards with minimal exceptions, unless mandated by local compliance
• Recommend target operating model based on learning and experience of pilot
• Manage build, test and pilot deployment in line with Ocorian standards and assist in their further development
• Ensure that business continuity and security plans are embedded in every solution
• Plan and lead extended roll out across other jurisdictions
• Manage budget
• Provide oversight and support across portfolio of digital projects and ensure Ocorian deploys best practice
• Identify opportunities to improve customer engagement and experience throughout the customer journey
• Manage relations with external suppliers

Requirements

Knowledge, Skills & Experience

• Knowledge of AML/KYC requirements in Financial Services required and knowledge of Trusts, Corporate, Fund Administration industry desirable
• Knowledge of or experience in implementing AML/KYC client facing solutions
• Experience of designing and implementing digital customer journeys
• Experience in project management from inception to delivery
• 10 years' experience in a technical role of which 5 years in a management role
• Experience of managing/supervising staff and suppliers.
• Experience of a multi-site, multi-country environment and management
• Experience in transformation and change
• Knowledge of Financial services
• Educated to degree level
• Project management qualifications
• Professional compliance AML/KYC relevant qualification is desirable

Competencies

• Knowledge of agile project management and project management of AIA projects from design to prototype and pilot through to at scale deployment
• Experience in business analysis to develop solutions
• Good communication / interpersonal skills.
• Strong manager, team leader and team member.
• Commercial awareness
• Practical, analytical and ordered approach to problem resolution.
• Understands the enabling role of AIA in transformation
• Sensitivity to different cultures and ways of working