Senior Transition Manager

4 weeks ago

Melbourne, Victoria, Australia Insignia Financial Full time
About the Role

This is an exciting opportunity to join our team as a Senior Transition Manager, responsible for managing transitions of investment assets in a multi-manager trust investment structure for both internal stakeholders and institutional clients.

Key Responsibilities:

  • Analyse and model investment strategy changes and develop an effective transition management plan to minimise risk and transaction costs.
  • Project manage the restructure of investment strategies; coordinate the onboarding and redemption of wholesale client assets; manage the movement of assets onto and around the investment structure.
  • Communicate with all stakeholders and monitor the execution of planned tasks to ensure a smooth delivery of transition objectives and an error-free outcome.
  • Proactively identify potential problems that may occur during the transition and develop solutions to address them.
  • Ensure risks are managed efficiently and compliance obligations are met.
  • Monitor the execution quality of third-party appointed transition managers.
  • Provide assistance with due diligence work to assist with the selection of transition managers.

Requirements:

  • Minimum 5 years' experience in financial services / wealth management.
  • Strong analytical and problem-solving skills, with the ability to apply disciplined analysis to portfolio/investment structure changes to support effective decision-making.
  • Strong understanding of financial markets, investment structures, cash management, the roles and responsibilities of market participants, and the general investment process.
  • Strong stakeholder and relationship management skills, with the ability to tailor communications to suit the audience and communicate credibly and confidently.
  • Strong Excel skills, along with exceptional written and verbal communication.
  • Ability to apply project management principles while working to deadlines.
  • Effective time management, both personally and from a project stakeholder perspective.
  • Knowledge of investment (physical and derivative) markets and the application of trading and settlement processes / restrictions.
  • Experience in Asset Transition Management is highly desirable.

What We Offer:

As a Senior Transition Manager with Insignia Financial, you will have the opportunity to work with a leading financial wellbeing organisation, helping people feel good about their money. We offer a collaborative and high-performing team environment, with flexible work culture and a permanent full-time role.

How to Apply:

Read more about why you should join our team and apply for this exciting opportunity.

  • Project Transition Manager

    3 days ago

    Melbourne, Victoria, Australia AusNet Services Ltd Full time

    About UsAusNet Services Ltd is an industry leader in the clean energy transition and essential energy provision to Victorian families.Role OverviewWe are seeking a highly skilled Project Transition Manager to play a critical role in supporting the successful delivery of our major service delivery transition program.Key ResponsibilitiesOversee day-to-day...

  • Program Transition Manager

    5 days ago

    Melbourne, Victoria, Australia AusNet Services Ltd Full time

    AusNet Services Ltd, a leading player in Australia's energy sector, seeks an experienced Program Transition Manager to oversee the successful delivery of a major service transition program. The role is based in Southbank and offers a unique blend of project management, coordination, and stakeholder engagement.About UsWe're committed to shaping Australia's...

  • Senior Custody Transition Specialist

    4 weeks ago

    Melbourne, Victoria, Australia FourQuarters Recruitment Full time

    The Senior Custody Transition Specialist will be responsible for managing and supporting custody transition projects, ensuring seamless onboarding, migration, and integration processes. This role involves close collaboration with internal teams and external clients to deliver efficient, accurate, and compliant transition solutions. The ideal candidate will...

  • Senior Coordinator, Course Transition

    4 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    About the RoleThe Senior Coordinator, Course Transition, plays a pivotal role in ensuring a consistent approach to course transfer processes, delivery, and the application of related procedures. This position involves overseeing a team of skilled employees and managing a high volume of complex tasks.Key ResponsibilitiesOversee the course transition process,...

  • Senior Coordinator, Course Transition

    4 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    About the RoleThe Senior Coordinator, Course Transition, plays a pivotal role in ensuring a consistent approach to course transfer processes, delivery, and the application of related procedures. This position involves overseeing a team of skilled employees and managing a high volume of complex tasks.Key ResponsibilitiesOversee the course transfer process to...

  • Project Transition Manager

    2 weeks ago

    Melbourne, Victoria, Australia SS&C Technologies Holdings Full time

    Job DescriptionWe are seeking a skilled Project Transition Manager to join our team at SS&C Technologies Holdings.Key Responsibilities:Agree and scope each project effectivelySet standards and methodology for project deliveryOversee projects through their entire lifecycleCommunicate with stakeholders to clarify project objectivesEnsure adherence to relevant...

  • Operations Transition Manager

    4 weeks ago

    Melbourne, Victoria, Australia Conduent Business Services Full time

    Conduent Business Services is seeking a skilled Operations Transition Manager to lead the transition of CVTS operations from an existing card-based system to a new account-based system. This role will oversee the transformation of operational processes and procedures, ensuring a seamless transition to an ITIL compliant model.The ideal candidate will have a...

  • Senior Coordinator, Course Transition

    3 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    About the RoleThe Senior Coordinator, Course Transition, plays a pivotal role in ensuring a consistent approach to course transfer processes, delivery, and the application of related procedures.This position involves overseeing a team of skilled employees and managing a high volume of complex tasks, requiring strong interpersonal skills and a collaborative,...

  • Energy Transition Manager

    7 days ago

    Melbourne, Victoria, Australia Australian Energy Market Operator Full time

    About the RoleAustralian Energy Market Operator's System Design division is seeking a skilled Senior Project Manager to facilitate the connection of renewable energy, battery storage, and new technologies to the Victorian Transmission Network.This pivotal role will lead the end-to-end connection process for new customer projects and upgrades, leveraging...

  • Senior Coordinator, Course Transition Specialist

    4 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    About the RoleThe Senior Coordinator, Course Transition, plays a pivotal role in ensuring a consistent approach to course transfer processes, delivery, and the application of related procedures. This position involves overseeing a team of skilled employees and managing a high volume of complex tasks.Key ResponsibilitiesOversee a team of skilled employees to...

  • Senior Disability Transition Specialist

    3 days ago

    West Melbourne, Victoria, Australia Annecto Full time

    About AnnectoAnnecto is an independent, not-for-profit association with community contacts across Australia. We connect and build relationships with other stakeholders to help people define their own goals and realise their full potential.Our VisionWe aim to empower individuals with disabilities, older people, families, and carers by providing leadership in...

  • Senior Coordinator, Course Transition

    3 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    About the PositionThe Senior Coordinator, Course Transition plays a pivotal role in ensuring a consistent approach to course transfer processes, delivery, and the application of related procedures. This position involves overseeing a team of skilled employees and managing a high volume of complex tasks.Key ResponsibilitiesAbility to apply theoretical...

  • Project Management Professional

    6 days ago

    Melbourne, Victoria, Australia AusNet Services Ltd Full time

    Job DescriptionAusNet Services Ltd is seeking a highly skilled Project Management Professional to lead the delivery of a major service transition program in the energy sector.About AusNet Services LtdWe are a leading Australian company that provides essential energy services to Victorian families. Our team is passionate about shaping Australia's energy...

  • Project Delivery Manager

    6 days ago

    Melbourne, Victoria, Australia AusNet Services Full time

    Australia's Energy Future in Your HandsWe are seeking a seasoned Project Delivery Manager to lead the successful delivery of our major service transition program. This is a critical role that will play a key part in shaping Australia's energy future.The right candidate will have experience in project management, ideally within large-scale transformation or...

  • Custody Transition Project Manager

    2 days ago

    Melbourne, Victoria, Australia FourQuarters Recruitment Full time

    Job DescriptionJob Title: Custody Transition Project ManagerLocation: MelbourneJob Type: Contract or TempIndustry: Financial ServicesEstimated Salary: $120,000 - $150,000 per annumJob SummaryWe are seeking an experienced Custody Transition Project Manager to join our team at FourQuarters Recruitment. As a key member of our operations team, you will be...

  • Senior Legal Advisor

    4 weeks ago

    Melbourne, Victoria, Australia Energy Australia Full time

    About EnergyAustraliaWe are a leading energy provider in Australia, committed to a clean energy future for all. Our Legal & Governance function plays a critical role in shaping our business strategy and ensuring regulatory compliance.We are seeking a talented individual to join our team as a Senior Legal Advisor - Energy Transition. This role will involve...

  • Service Transition Process Manager

    1 week ago

    Melbourne, Victoria, Australia Asahi Beverages Full time

    Asahi Beverages is seeking a skilled Service Transition Process Manager to play a key role in ensuring smooth transitions from projects to operational environments.The ideal candidate will possess tertiary qualifications and have proven experience in service and process management, with expertise in driving process improvements and aligning people,...

  • Senior Coordinator, Course Transition Specialist

    4 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    About the RoleThe Senior Coordinator, Course Transition, plays a pivotal role in ensuring a consistent approach to course transfer processes, delivery, and the application of related procedures. This position involves overseeing a team of skilled employees and managing a high volume of complex tasks.Key ResponsibilitiesApply theoretical knowledge or...

  • Energy Transition Expert

    2 weeks ago

    Melbourne, Victoria, Australia At Full time

    About the Role: We are seeking a motivated and experienced Senior Product Manager to lead our product development efforts and drive the transition to a net-zero world.Key Responsibilities:Develop and Implement Product Strategies: Collaborate with cross-functional teams to design and launch new products and services that meet customer needs and support our...

  • Energy Transition Lawyer Roles

    2 weeks ago

    Melbourne, Victoria, Australia Ablethorpe Recruitment Full time

    Energy Transition Lawyer RolesAblethorpe Recruitment is a leading specialist legal recruitment agency operating in Australia and internationally.We have a variety of Energy Transition and Renewable Energy roles at multiple firms all looking for experienced Energy Lawyers to join them.Role 1 - In-house role - Senior Legal Counsel role at a large diversified...