Transfer Agency Project Manager

Transfer Agency Project Manager

12 Month Contract (Initial)

Manchester

Hybrid Working

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Project Manager to support their Transfer Agency Onboarding team for an initial 12-month contract. However, there may be scope for extension.

Role Overview:

• Support delivery of Project Frontier with focus on UK Transfer Agency onboarding and migration
• Combine strong PM capability with TA experience
• Operate as a client-facing onboarding PM, supporting regular engagement with stakeholders

Key Responsibilities:

• Deliver and coordinate TA project activities from planning through implementation and stabilisation
• Develop and maintain integrated plans, milestones, and dependencies across workstreams
• Act as day-to-day interface with client and stakeholders, supporting calls, workshops, and governance forums
• Maintain and actively manage RAID logs (risks, issues, dependencies) and drive mitigation actions
• Track delivery progress and escalate risks, issues, or slippage as required
• Produce clear status reporting (RAG, milestones, key decisions) for governance and stakeholders
• Support preparation of governance packs, reporting decks, and decision papers
• Ensure audit-ready documentation and traceability across delivery artefacts
• Coordinate with TA operational teams (e.g. registration, AML/KYC, investor services)
• Support service definition (SLDs), onboarding readiness, and migration planning activities

Skills & Experience:

• Project Management experience (financial services / transformation programmes)
• Transfer Agency experience (UK market exposure preferred)

Strong experience in:

• Planning, milestone tracking, and dependency management
• Risk & issue management (RAID)
• Status reporting and governance

• Proven ability to face off to clients and senior stakeholders
• Strong communication and stakeholder management skills
• Able to operate effectively across multi-workstream programmes

Location:

This is a hybrid working role, with a requirement to work from the clients Manchester office 4 days a week.

Working hours:

Standard working hours with some flex where required.

If you feel that this is a role that would suit you then please apply today.

If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Pontoon Solutions is an equal opportunities company