{"id":2511708,"url":"https://alion.io/job/cpl-transfer-agency-client-onboarding-project-manager","title":"Transfer Agency / Client Onboarding - Project Manager","company":{"id":2268173,"name":"Cpl","domain":"cpl.com","url":"https://alion.io/company/cpl-com","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":{"grade":"B","score":76,"open_postings":42,"ghost_share":0,"stale_share":0.976,"repost_share":0,"time_to_fill_p50_days":27,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Management","role_family":"Management","seniority":null,"employment_type":"contractor","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dublin, Ireland"],"countries":["IE"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":54000,"max_usd":120000,"period":"year","method":"role_country_seniority_unknown","sample_n":94},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-02T17:42:39Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-26T01:49:43Z","board_verified":false,"closed_at":null,"days_open":25,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":25},"description":"Project Manager - Transfer Agency / Client Onboarding\nLocation: Dublin\nContract: 6 Months - strong potential for extension\nWorking Model: Hybrid - 4 days onsite\nLevel: AVP / Senior Project Manager\nPositions: 2\nThe Role\nWe are seeking two experienced Project Managers to join a leading global financial services organisation within its European Transfer Agency Client Onboarding function.\nThe successful candidates will manage complex, client-facing Transfer Agency projects from initiation through to implementation and go-live. The roles will focus on major client conversion/onboarding and deconversion projects, working across clients, Transfer Agency operations, technology and technical implementation teams.\nThis is an excellent opportunity for experienced Transfer Agency professionals with strong project delivery skills to join an established European team and manage high-profile client transitions.\nKey Responsibilities\nManage complex Transfer Agency projects from planning through to implementation and go-live.\nLead either a major new client conversion/onboarding or client deconversion/offboarding project.\nDefine and agree operating models with clients, operations and internal stakeholders.\nManage end-to-end project plans, milestones, dependencies, risks, issues and deliverables.\nLead regular client and internal project meetings, providing clear updates and driving actions through to completion.\nCoordinate fund and account setup, operational readiness, data conversion and technical implementation activities.\nWork closely with Transfer Agency operations, technology and specialist technical setup teams.\nManage multiple workstreams and stakeholders across Ireland, Luxembourg and other locations.\nSupport conversion rehearsals, implementation planning and go-live activities.\nEnsure projects are delivered within agreed timelines, governance and quality standards.\nExperience Required\nStrong experience within Transfer Agency, fund administration or asset servicing.\nExcellent understanding of the end-to-end Transfer Agency operating model.\nPrevious project management, change, implementation or client onboarding experience.\nExperience managing client conversions, migrations, onboarding or deconversions is highly desirable.\nStrong knowledge of areas such as account opening and registration, AML/KYC, dealing, cash flows, fund setup, distributions/dividends and other core Transfer Agency processes.\nExperience working with institutional clients and senior internal stakeholders.\nStrong communication, organisation and stakeholder management skills.\nAbility to confidently lead client meetings and discuss operational processes and solutions.\nExperience within a major fund services organisation such as State Street, BNY, Northern Trust, Citi or a similar environment would be advantageous.\nNSCC knowledge or experience would be beneficial but is not essential.\nCandidate Profile\nThe ideal candidate will combine strong Transfer Agency knowledge with project delivery experience. We are particularly interested in experienced TA professionals who have moved into project management, change, implementation or client onboarding roles.\nCandidates without direct Transfer Agency experience may also be considered where they have strong Project Management experience within the wider funds, custody or asset servicing industry.\nThe successful candidates will join an established European onboarding team with experienced Project Managers, senior leadership and dedicated technical setup support.\nSome planned evening or weekend availability may be required around key project go-live dates, with potential occasional travel to Luxembourg.","description_format":"text","description_chars":3661,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"Ireland","iso":"IE","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-14T09:07:24Z"}],"visa":[],"liveness":{"score":22,"band":"cold","label":"Long shot","p_open":0.9,"p_active":0.325,"p_room":0.75,"age_days":25,"expected_fill_days":27,"reasons":["conf:52","agency","stale_co","urgency","velocity","win:late","comp:brand"],"computed_at":"2026-10-28T05:59:10Z"},"pay":null,"html_url":"https://alion.io/job/cpl-transfer-agency-client-onboarding-project-manager","json_url":"https://alion.io/job/cpl-transfer-agency-client-onboarding-project-manager.json","meta":{"generated_at":"2026-10-28T14:14:09Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19406,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2268173},"rest":"https://alion.io/mcp/rest/get_company?id=2268173"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcpl-transfer-agency-client-onboarding-project-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcpl-transfer-agency-client-onboarding-project-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcpl-transfer-agency-client-onboarding-project-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cpl-transfer-agency-client-onboarding-project-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcpl-transfer-agency-client-onboarding-project-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2511708}},{"tool":"search_jobs","arguments":{"company":"cpl.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2511708},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}