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Project Manager in Louisville, KY at Computershare, Inc

Date Posted: 1/8/2019

Job Snapshot

Job Description

We have a fantastic opportunity for someone to shape our business as Project Manager


At Computershare we invite you to share our vision and commitment to excellence in everything that we do. Our 16,000 people around the globe are entrepreneurial and innovative and serve our clients and customers with precision and reliability because they count on us to deliver, every time. 


Across our global team, we see diversity as a source of strength. The more perspectives we have, the better equipped we’ll be to meet the demands of our diverse global customer base. We want every person who joins our team, every customer and every supplier to feel welcome. We are an Equal Opportunity Employer and believe in equality for everyone, regardless of age, national or ethnic origin, sex, gender identity or expression, race, color, religion, disability, sexual orientation, protected veteran status or other characteristics protected by applicable law. That applies throughout our company, around the world with no exceptions, regardless of differences. We will hire, develop, reward, promote and retain people purely on the basis of their talents, commitment, potential and the results they achieve. We will work hard to make sure everyone is included within our organization, removing barriers and obstacles to give everyone an equal opportunity to succeed.


Our key values – Certainty, Ingenuity and Advantage – drive everything we do: you can count on us to deliver with precision and reliability, every time. We look beyond today’s problems to find tomorrow’s solutions, focusing on finding new and better way to unlock your competitive edge and help you achieve your business goals.


The Project Manager is a key role in the New Business Solutions Group (NBSG) at Computershare.  The NBSG is tasked with onboarding all new client shareholder records onto our proprietary systems and deconverting client shareholder records for appointments that have been terminated.  NBSG handles Transfer Agent appointments for Public and Private Companies.  NBSG also manages IPO launches, REIT Transfer Agent appointments and Corporate Action appointments.  The Project Manager plans, coordinates and implements new clients onto Computershare’s platforms by interfacing with the Client, Counsel, relationship/client servicing team and the operational units.  The Project Manager leads the project and ensures that the expectations of the client and all deliverables are met prior to transitioning to the Relationship Management Team.  The Project Manager must be knowledgeable of Computershare’s product offerings; ability to discuss best practices; and manages multiple projects at a given time.

Primary Accountabilities

  • Manage multiple client projects while regularly receiving escalated tasks from management and ability to prioritize accordingly.

  • Manage and maintain current MS Project plan and keep stakeholders informed

  • Responsible for facilitating and planning initial kickoff project meeting and regular status meetings with internal, 3rd party and client stakeholders to ensure implementation milestones are met to on-board new clients

  • Ability to work and speak professionally with all levels of customers both internal and external such as attorneys, CEO’s, CFO’s, Senior Managers, Sales Team, etc.

  • Monitors and reports on progress of the project to all stakeholders and presents report(s) defining project progress, problems and solutions to New Business Solutions Group Manager on a frequent basis.

  • Interprets and performs a thorough review of the required documents prior to commencing the New Business Solutions Group process such as legal documents, plan documents, custody agreement, board resolutions, etc.

  • Coordinates and/or performs applicable set-up activities to all Computershare peripheral systems and coordinates shareholder selling activity where required in the process.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience

  • Bachelor's degree (B. A.) from four-year college or university; or 5 to 7 years related experience and/or training; or equivalent combination of education and experience

  • Knowledge of Transfer Agent functions and/or strong Financial Services industry knowledge required. 

  • Excellent verbal and written communication

  • Strong relationship-building Skills

  • Good listening

  • Facilitating skills in all levels of the organization

  • Strong attention to detail and organizational skills

Language Ability

Ability to follow written procedures for established processes and present information or respond to questions to/from internal partners, external partners and management.

Mathematical Ability

General math abilities are required.  Ability to conduct reconciliations is also required.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The noise level in the environment is moderate. 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, walk, reach with hands and arms, and use hands to finger, handle, or feel. The employee may occasionally be required to lift up to 10 pounds. The vision requirements include close and distant vision.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. 

Computershare is an Equal Opportunity Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.


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