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Mid-Level Transfer Agency Project Manager – Financial Services
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Offer summary

(Summary generated by AI based on the full job description)

The project involves transfer agency in financial services, focusing on managing complex projects and optimizing operations. Requires knowledge of transfer processes and 2+ years of project management experience. Responsibilities include project coordination, stakeholder management, planning, progress tracking, and support for agile practices. Experience in banking environment and financial tools is a plus. Offered benefits include medical package, Multisport, Pluralsight access, and flexible working hours.

you can start ASAP

Mid-Level Transfer Agency Project Manager – Financial Services

Company: ITDS Polska Sp. z o.o.

from: 25 May 2026
to: 24 June 2026
21 000 - 25 200 złnet (+ VAT)/ mth.B2B contract (full-time)
Salary details
basic salary
Offer parameters
level:mid
working mode:hybrid
location:Warszawa, Masovian
Warszawa, Masovian

Requirements

Expected technologies

agile

Our requirements

  • 2+ years of experience in project management, preferably within financial services or banking.
  • Basic understanding of transfer agency processes and operations.
  • Proven ability to coordinate multiple projects or workstreams effectively.
  • Strong stakeholder management and communication skills.
  • Experience working in global or multi-entity environments.
  • Familiarity with banking or financial operations.

Optional

  • Nice to have: exposure to Multifonds, agile methodologies, or a BA background.
  • Experience in Agile environments.
  • Exposure to financial software or tools.
  • Certification in project management (e.g., PMP, Prince2).

Your responsibilities

  • Lead and coordinate transfer agency projects, ensuring timely and quality delivery across multiple workstreams.
  • Manage stakeholder relationships, including internal teams and external clients, to align expectations and deliverables.
  • Oversee project planning, tracking progress, and mitigating risks within a fast-paced environment.
  • Collaborate with cross-functional teams to implement process improvements and optimize operations.
  • Participate in agile practices, supporting iterative development and continuous improvement initiatives.
  • Contribute to the development of project documentation, status reports, and presentations for executive stakeholders.
  • Assist in resource planning and capacity management to support project timelines and objectives.

About the project

As a Mid-Level Transfer Agency Project Manager, you will be working for our client, a leader in the financial services industry. You will play a key role in managing complex projects within transfer agency operations, contributing to the seamless delivery of client solutions and operational excellence. This role offers the chance to grow your career in a dynamic, global environment where innovation drives success.

This is how we organize our work

This is how we work

at the client's siteagile

#MAKEYourCareerBETTER

Language required for the role: Fluent English, both written and spoken.
Interested? Apply now and include your CV (preferably in English) along with a statement confirming your consent to the processing and storage of your personal data.
Eligibility to work in Europe:
Only candidates with an existing legal right to work in the European Union will be considered for this role.
Company

What we offer

  • Stable and long-term cooperation with very good conditions
  • Enhance your skills and develop your expertise in the financial industry
  • Work on the most strategic projects available in the market
  • Define your career roadmap and develop yourself in the best and fastest possible way by delivering strategic projects for different clients of ITDS over several years
  • Participate in Social Events, training, and work in an international environment
  • Access to attractive Medical Package
  • Access to Multisport Program
  • Access to Pluralsight
  • Flexible hours

Benefits

  • sharing the costs of sports activities
  • private medical care
  • flexible working time
  • fruits
  • integration events
  • corporate gym
  • saving & investment scheme
  • no dress code
  • coffee / tea
  • drinks
  • christmas gifts
  • birthday celebration
  • sharing the costs of a streaming platform subscription
  • access to +100 projects
  • access to Pluralsight

ITDS Polska Sp. z o.o.

ITDS supports financial service providers to take the next steps.
We identify what’s possible, every day. Opportunities in the areas of technology, organization, and digitization.
We see where banks, insurers, payment companies, or fintech can go and how they can get there.
That’s why we want to stimulate you to ramp up your ambition. Forget what you perceive as restraints and step towards the new reality.
ITDS in Poland - Pure player in new Technologies & Financial Industry
+300 IT implementation professionals
+20 clients in the Banking, Insurance, Payment & Fintech Industry
ITDS excels in digital strategy delivery and implementation of best-of-breed lending solutions. ITDS has delivered successful strategic projects throughout Europe since 1998. We combine the experience we’ve accumulated with in-depth knowledge of technologies, business processes, and EU legislation to unlock new business opportunities.

This is how we work

Mid-Level Transfer Agency Project Manager – Financial Services
21k–25.2k zł / mth. (B2B)
I apply to:
ITDS Polska Sp. z o.o.
Warszawa, Masovian
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