Special Projects & Implementations Manager

Job Responsibilities

• Successfully deliver end-to-end share plan implementation projects onto the Shareworks administration platform.
• Act as the primary contact for new corporate clients throughout the implementation, establishing the foundation for partnership-based relationships with corporate clients as they transition from implementation to client service.
• Provide transparent and timely project updates to internal and external stakeholders by maintaining project management resources and leading project governance meetings.
• Maintain client engagement by setting clear expectations for stakeholders with regards to data and project deliverables.
• Interpret corporate client requirements based on share plan documentation and identify appropriate solutions, implementation scope, and estimated timelines.
• Prepare and migrate historical share plan data to Shareworks, including but not limited to these activities: Review and extraction of relevant historical data, Transformation of source data into acceptable Shareworks data formats, Identification of data inconsistencies for corporate client review.
• Perform reconciliation of project data and configurations based on approved standard specifications and client requirements.
• Work closely with Legal, Compliance, and Business Unit Risk to ensure regulatory requirements are adhered to related to share plan administration and the provision of financial services.
• Continuously build your technical capabilities and industry knowledge with a focus on developing an expert understanding of the Shareworks platform and how share plan trends are evolving over time.
• Support the long-term evolution of the Special Projects and Implementations department by contributing to goal-setting activities, workshops, and other strategic initiatives.
• Work closely with cross-functional departments to ensure a seamless transition from implementations to operations on completion of projects – including robustly documenting client requirements and processes.