Gerald De Leon Email & Phone Number

Australia

Australia

Sydney, New South Wales, Australia

• As the Head of Projects and Business Support, VP for Transfer Agency APAC, some key attributes of the role include but are not limited to:
• Manage a team to provide business case submission, process mapping, analysis expertise, testing, system implementation for projects along with a team that provide production support services to the Transfer Agency.
• Ensure the team are well equipped to perform their roles and responsibilities whilst mentoring them to build and… Show more As the Head of Projects and Business Support, VP for Transfer Agency APAC, some key attributes.
• Ensure the team are well equipped to perform their roles and responsibilities whilst mentoring them to build and enhance the variety of capabilities with the focus on best practice, whilst fostering a team culture.
• Provide support to the Business Unit Head(s) on project implementations and change initiatives and the regional and global level, whilst maintaining the change pipeline and tracking of projects and initiatives which.
• Manage Technology vendor relationships (internal and external), from procurement, due diligence activities as well and governance meetings.

Sydney, New South Wales, Australia

• Establishing and maintain and Enterprise wide PMO in Australia and New Zealand with building governance, tools and the leadership to drive delivery outcomes and establishing best practices & frameworks in line with.
• Lead and deliver client-based transformation programs and projects within the Financial Services sector.
• Provide leadership in building the capacity of our delivery teams, integrating capabilities from across the firm, to ensure client engagements… Show more
• Provide leadership in building the capacity of our delivery teams, integrating capabilities from across the firm, to ensure client engagements deliver to the highest quality by implementing the right program and.
• Strong stakeholder management function as a prime liaison with Executive, Management and key vendor relationships as it relates to project delivery.
• Play a key role in business development and other market facing activities that contribute to growing our business. This will include leading teams that produce proposals via RFP processes. Show less

Sydney, Australia

Level 5, 10 Spring Street, Sydney NSW 2000

• Lead project and program management of multiple strategically aligned projects, across the OneVue group. Particularly in superannuation, platform and fund services.
• Adhering to and implementing governance framework within the project life-cycle.
• Managing the deployment of technology initiatives, whether it be optimization of current systems, reconfiguration or new developments across the group and transitions projects to the cloud (AWS).
• Responsible for the oversight of… Show more
• Responsible for the oversight of establishing and review of business requirements documents and review of test strategies and scenarios.
• Development of simple and complex project plans, process flows and project scope documents with full engagement with all stakeholders in the process to establish a full list of deliverable's, timings and more.

Level 12, 680 George Street, Sydney, NSW 2000

• Handling the transition of on boarding 2 substantial HNW clients in the funds management sector - TCorp NSW (10.8b FUM) and its 40+ funds as well as Zurich IM (7b FUM) and its 15+ Funds
• End to end delivery of large projects using internal PMO project governance framework with the key role to present PMO reporting and financial submissions as well as project updates to project sponsors and senior.
• Highly detailed transition planning, scoping and… Show more
• Highly detailed transition planning, scoping and analysis of client’s business requirements in conjunction with Link’s existing services, systems and platforms.
• Management and execution of various projects including implementations, migrations, systems and process enhancements and bug fixes.
• Present to business users and clients of development items.

680 George Street, Sydney NSW 2000

• Manage the flow of day-to-day treasury payment operations for listed & unlisted clients, whilstensuring accurate & timely delivery of all project work.
• Allocation of project work for the entire business unit & coordinating the daily allocation of work within teams.
• Handling new and existing high profile client relationships and acting as the key contact for thebusiness unit.
• Recruitment, training and mentoring new staff.
• Organizing & chairing weekly team meetings… Show more
• Organizing & chairing weekly team meetings and arranging regular individual discussions with the aim of focusing on progression, targets & achievements.

680 George Street, Sydney NSW 2000

• Allocation of project work for the entire business unit and coordinating the daily allocation of work within teams.
• Handling new and existing high profile client relationships and acting as the key contact for the business unit.
• Recruitment, training and mentoring new staff.
• Supporting management and staff to help create their own successful and productive team and become effective project managers.
• Review and assess current processes and work on areas requiring… Show more
• Review and assess current processes and work on areas requiring improvement and drive changes in efficiency by restructured the treasury payments end-to-end processes to minimise workload and overtime significantly.

Level 12, 680 George Street, Sydney NSW 2000

• Develop project plans in accordance to clients needs in regards outbound payments.
• Manage outbound payment projects with in a team environment from the initial stages tocompletion.
• Print and mailing coordination with internal and external suppliers.
• Liaise with various internal/external stakeholders.
• Manage all aspect of the project delivery

• Manage and assist with client relationships for numerous ASX listed companies (48) and severalunlisted clients.
• Liaising with all internal business units associated with client services/activities.
• Provide analysis of registry data and propose cost saving solutions to clients.
• Involvement in contact negotiation and fee review and analysis.
• Management of registry services for Annual General Meetings and manage print and mailing aspectwith internal and external… Show more
• Management of registry services for Annual General Meetings and manage print and mailing aspectwith internal and external parties.

Sydney, Australia

• Corporate Actions, Issuer Services, Managed Funds and Proxy processing.
• Reviewing and updating process documentation along with training staff in operations processing.
• Handling investor queries, complaints and raising issues to relevant business units.
• Data management in various registry systems.