Project Manager - Settlements Transformation

Role Overview

We are looking for a seasoned Project Manager to join a key Settlements Transformation Program within a top global financial institution. This position will spearhead efforts to design and deliver the target operating model and technology strategy for Settlements, managing large-scale transformational projects across global markets operations.

Key Responsibilities

• Lead and oversee settlement transformation projects from initial planning through successful execution.
• Ensure timely delivery within agreed scope, budget, and quality parameters.
• Develop and maintain detailed project plans, manage dependencies, milestones, and key deliverables.
• Collaborate closely with senior business leaders, technology departments, operations teams, and external partners.
• Forge strong connections with executive stakeholders, providing frequent updates on progress, potential risks, and project outcomes.
• Identify, evaluate, escalate, and mitigate project risks and challenges proactively.
• Adhere to governance standards, regulatory mandates, and corporate policies while maintaining project governance forums for decision-making support.
• Manage finances including budgeting, forecasting, and tracking variances.
• Plan resource needs and manage capacity to optimize allocation across initiatives.
• Create business cases, perform cost-benefit and ROI analyses for strategic investments.
• Drive transformation activities across operational and technological units.
• Support migration planning, execution, testing phases, go-live events, and stabilization post-implementation.
• Establish detailed migration runbooks and contingency plans.
• Produce comprehensive project status reports, executive-level presentations, and dashboards.
• Maintain documentation such as JIRA boards, Confluence pages, meeting minutes, and governance artifacts.
• Deliver clear communications to diverse audiences including technical and non-technical stakeholders.

Required Skills & Experience

• At least 3 years of project management experience within Investment Banking, Capital Markets, or Financial Services.
• Proven track record handling large-scale transformation or change initiatives in Global Markets, Operations, or Settlements environments.
• In-depth understanding of project management methodologies like Agile, Waterfall, PMI, or Prince2.
• Proficiency in managing project budgets, financials, resource planning and capacity management.
• Experienced in overseeing project risks, issues, and dependencies.
• Strong stakeholder communication skills and governance expertise.
• Comprehensive knowledge of operational risk, governance, and regulatory requirements in financial services.
• Excellent analytical, problem-solving, presentation and communication abilities.
• Capability to interpret complex financial and operational datasets.

Preferred Qualifications

• Familiarity with Broadridge platforms such as GLOSS, BRx, or equivalent post-trade technologies.
• Background in settlement operations, post-trade processing, securities services, custody, or capital markets operations.
• Experience in managing migration projects, platform upgrades, or operating model transformations.

Ideal Candidate Profile

• Strong background in PMO or project management with a specialization in Settlements, Post-Trade Operations, or Capital Markets.
• Effective in leading cross-functional transformation initiatives involving business, operations, and technology stakeholders.
• Comfortable engaging with senior leadership and managing projects in a fast-moving global environment.
• Demonstrated excellence in delivering complex programs while balancing governance, risk, and stakeholder expectations.