Real Assets, Product & Client Transformation Office

Product & Client Transformation Office: Real Assets Client Solutions (EVP)

Jersey City, NJ (Hybrid)

Full Time Only

About the Team & Business Line:

Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning us to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs. As a core member of our Transformation Office, you will be working with some of the industry's most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.

Your Role:

• Work closely with clients and business to assess client fund servicing needs, design target operating models and identify technology solutions best suited to meet client needs.
• Work directly with Business Development to play an active role in client pitches by effectively demonstrating and communicating Transformations Office's expertise, best practices and technological solutions.
• Demonstrate a client-driven approach at all times, fostering long-term relationships with clients and prospects throughout the sales and onboarding process.
• Design & implement strategic client transformation engagements by actively collaborating with the client & the wider business.
• Provide subject matter expertise and deep product knowledge of Real Assets
• Act as a liaison between the Real Assets line of business and global Transformation Office, partnering with line of business leadership to contribute to Real Assets strategy.
• Work closely with Business Analysts and broader project and business teams to guide, teach, and impart specialized knowledge.
• Assist with business requirements' sign-off, testing, and development sign-off for initiatives in your specialized area.
• Collaborate with leadership to identify and prioritize key areas for transformation, ensuring a strategic and cohesive approach translating business strategies and goals into executable projects.
• Collaborate with leadership to drive strategic direction of the Transformation Office shaping business decisions, and driving growth and revenue
• Engage with internal stakeholders to communicate the benefits and implications of transformation initiatives.
• Assist with the development of on-boarding and transition plans for new client integration
• Highlight areas of risk, contribute to meetings and overall project reporting via the project manager.
• Maintain a proactive approach to staying up-to-date on industry changes and technology advancements.
• Lead and mentor junior team members to foster a culture of innovation, collaboration, and continuous improvement within the Transformation Office

About You:

• 15 years of real assets industry experience.
• Professional Certificate, Bachelor, Master level degree.
• Client facing experience in financial service industry essential.
• Strong knowledge of real assets (real estate, infrastructure, natural capital and real estate debt) and private equity fund structures, fund types, and asset operations essential
• Familiarity with investment accounting rules and standards and regulatory reporting beneficial.
• Business development and client relationship management experience preferred.
• Experience in leading business transformation initiatives preferred.
• Familiarity with Yardi Voyager beneficial.
• Strong understanding of technology trends and their application in the Real Assets industry.
• Strategic mindset with the ability to translate business goals into actionable plans.
• Excellent leadership and team management skills.
• Exceptional communication and interpersonal skills.
• Ability to be creative and innovative.
• Ability to influence and persuade.