About this role
Job title: Onboarding Stream Lead
About the Role As the ASH (Asset Service Hub) Onboarding Stream Lead, you’ll be the central driver of onboarding success—owning the onboarding process, coordinating across diverse teams, and serving as the trusted communicator with clients. You’ll oversee testing activities, manage change requests, and work closely with architects and product development to design effective solutions, all while consolidating efforts across outreach, build, and testing streams.
What You'll Do
- Assume overall ASH onboarding PM responsibility
- Coordinate with ASH onboarding teams (Product Management, Outcome, Outreach, Testing), as well as AFT and Bottomline
- Manage communications with the client over the listed responsibilities
- Define and create reporting and risk analysis on an ongoing basis (in collaboration with the outreach PM and the client’s program manager)
- Coordinate testing activities with SC teams and execute general test planning in alignment with the overall project plan
- Orchestrate with the test stream (V&T: Testing and Services Team) and wider project/product team to agree integration test scope and test requirements
- Coordinate requests for sample data
- Change requests: Manage customer change requests to scope of integrations/parties, reviews them, prepares the necessary information, and provides an initial assessment
- Coordinate with architects and product development about solution
- Consolidate the effort for outreach, build, and testing in collaboration with corresponding teams
- Evaluate consequences (e.g., resource staffing) with PM and SaaS service execution management (the latter decide over acceptance)
- Communicate the solution to client as scope / out of scope for ASH or dependent on timelines
What We're Looking For
- Is senior enough to handle business-specific communication with a clearing broker, a custodian and an asset manager
- Experience in post-trade settlement processes within the buy-side / asset management world
- Familiarity with equities, fixed income, ETDs and OTC derivatives
- Understanding of data interfacing, mapping, data and interface requirements
- General knowledge of testing processes (unit testing, systems integrations testing) and project requirements
- Minimum of 5 years experience managing projects in asset servicing operations
- Effective communication skills
- Located in the same region as the client (e.g., EMEA if it is a German client)
- Ability to work both with minimal supervision and collaboratively within a team
- Primary APAC with flexibility in EMEA hours (depending on business needs)
- Hybrid working arrangement (2x a week in office)
Compensation & Benefits
- Salary range: Not disclosed
- Benefits: Not specified
- Perks: Great Place To Work certification for Manila Delivery Center; WealthTech100 recognition; diverse, inclusive, and growth-oriented culture