Job Description

Transition Management


Division: Corporate & Enterprise Services Job Title: Transition Management

Location: Mumbai Job Level: Consultant


What You’ll Be Doing

In this role within the Transition Management Team you will be responsible for leading global outsourcing/offshoring projects to Global Center (GC) locations. You will partner with business units in the execution of their deployment plans, delivering projects in the most efficient, structured, manner and will play a key role in developing appropriate reporting to support their endeavors.


You will drive interactions with senior stakeholders from BUs across the Firm to ensure that CES executes on commitments, and will rally project participants from across the firm to deliver projects, on time, and to budget.



You Will:

· Lead and drive projects providing project management support for the entire lifecycle of a Transition, ensuring that all project related deliverables are met, and project status reporting is implemented. Develop comprehensive Project plans to be shared with Business units and relevant stakeholders.


· Collaborate with internal stakeholders to project manage global deployments with all business units impacting Asia & EMEA. Working with BU Send and Receive Managers in a proactive manner to ensure all transition steps are successfully completed and that projects are managed on time, and to budget.


· Build relationships across the firm with supporting functions, including Operations, Tech and Data, Finance, HR, Corporate Services and Compliance. The candidate will be expected to leverage these relationships to resolve project risks and issues as they arise to ensure a seamless delivery of each transition.


· Establish the project management tools and processes for each transition, including setting up and chairing the appropriate project governance meetings


· Strong PMO skills, able to provide oversight for programs/ projects, report data and provide insight to PMs and stakeholders about project delivery and performance.


· Demonstrate a strong emphasis towards data integrity, tracking and reporting progress of each transition under management, to plan appropriately whilst ensuring risks and issues are identified, escalated and resolved


· Collaborate with the TPPM Global Outsourcing Control (GOC) team to ensure deployments are shepherded through the Intake Form process and have all Regulatory approvals in place prior to go-live


· Provide project management support for the entire lifecycle of a Transition, ensuring that all Legal and project related deliverables are met, and project status reporting is implemented.


· Proactively works towards Transition Management group goals, including process improvements and development of project management toolset.


· Develop strong relationships with the global officer community across Property Management, working to deliver against CS goals and objectives whilst proactively socialising the work that the Transition Mgt team are engaged in.


What You Will Need to Succeed in this Role

To be successful in this role, you will demonstrate these core competencies:

· Effective Communication; Strong client interfacing communication skills, both verbally and written, and have a proven track record interacting with senior stakeholders.

· Execution; You have excellent time management and project management skills, and possess strong attention to details. Experience of managing multiple global projects concurrently. Ability to escalate project delays proactively

· Change Management; You are a critical thinker who has the ability to understand process quickly and has the confidence to speak up and promote process change, when called upon.


What’s Preferred for this Role

To give you an extra boost, you will:

· You will have a strong project management skillset and can demonstrate an ability to execute

· You have strong relationship management skills, interacting with senior stakeholders in a business setting to drive change

· You have a depth of experience managing multiple global projects concurrently

· You will have the ability to work both independently and collaboratively across department



Our Firm

Client is a leading global financial services Firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Client can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Client is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.


Our Team

The Transition Management team sits within Global Centers & Workforce Strategy organization in Corporate & Enterprise Services, the primary role is to assist business units execute on deployment plans when considering how a business should be staffed and located. The team work closely with key stakeholders to identify opportunities and subsequently transition roles to offshore, near-shore and vendor sites, executing in the most efficient way, whilst remaining all aligned to the Firm’s long term growth strategy.


The Transition Management Team primarily manages projects on behalf of Firmwide Business Units, deploying roles to Client’s Global Centres (GCs), and to 3rd party vendors. These GC’s include: Baltimore, South Jordan, Utah, Alpharetta, Budapest, Glasgow, Mumbai and Bengaluru.


The Transition Management Team is responsible for developing relationships with Sending and Receiving Managers whilst project managing each transition. The group also providing advisory services to internal stakeholders, addressing risks and issues as these arise across deployments. Cross divisional interaction is key to ensuring a successful transition.


1.Years of exp: ~ 1 – 4 years

2.duration: 1 year 

3.Shift Timing: 11am to 8pm

4.Location- Mumbai

5.Accpetable Notice Period – 1 month

6.WFO/Hybrid – Hybrid (3 days in office)

7.Will laptop be provided – Yes (similar to existing team)

8.Must have skillsets – Project Management, PMO, ability to produce MS Powerpoint reports, basic excel skills, client facing (co-ordinating between multiple stakeholders), good communication skills

9.Good to have skillsets – Background in Technology, self-driven, can handle multiple projects