Product & Client Transformation Office – Senior Vice President: Client Solutions jobs in United States
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Perennial Resources International · 1 week ago

Product & Client Transformation Office – Senior Vice President: Client Solutions

Perennial Resources International is seeking a Senior Vice President for their Client Solutions team within the Transformation Office. The role involves assessing client needs, designing operating models, and leading strategic transformation initiatives while fostering long-term client relationships.

ConsultingInformation Technology
Hiring Manager
Roel Paulme
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Responsibilities

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

Qualification

Real Assets expertiseClient relationship managementBusiness transformation initiativesInvestment accounting knowledgeYardi Voyager familiarityInfluencing skillsLeadership skillsCommunication skillsCreative thinking

Required

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
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

Preferred

Business development and client relationship management experience preferred
Experience in leading business transformation initiatives preferred
Familiarity with Yardi Voyager beneficial

Company

Perennial Resources International

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Perennial Resources International is a full-service search and staffing firm.

Funding

Current Stage
Early Stage

Leadership Team

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Joseph Kelly
Partner
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Stephen C. Brown
Owner-Managing Partner
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Company data provided by crunchbase