Stephane Merrieau
Senior Project Manager
Luxembourg
Profil professionnel
With over two decades of progressive leadership and consulting experience across financial services, regulatory compliance, and technology-driven projects, I bring a well-rounded expertise in operational strategy, project management, and business development. I successfully implemented operational strategies aligned with both organizational goals and rigorous regulatory frameworks. I led daily operations and operational teams, driving process improvements, cost optimization, and team performance. A core focus was designing and delivering structured AML/KYC training modules tailored to meet evolving compliance demands, reinforcing the firm's position in regulatory excellence. Prior to that, my role involved mentoring and coaching financial professionals to optimize financial strategies while spearheading commercial development initiatives. During almost 5 years, I managed securitization project, overseeing business plans, portfolio performance monitoring, and financial audits, while interfacing with sponsors and investors to secure funding and identify market opportunities in Luxembourg and France. My background also includes C-suite operational leadership (CEO, COO), where I directed operational teams, financial planning, and data management solutions, and founding S&FJ Consulting, where I established business strategy, legal frameworks, commercial growth, and stakeholder collaboration. Throughout my career, I have demonstrated strong cross-functional team leadership, strategic planning, and a consistent track record of driving business growth and regulatory compliance across diverse financial and technology sectors.
Vue d'ensemble
27
27
years of professional experience
4000
4000
years of post-secondary education
Expérience
Chief Executive Officer
S&FJ Consulting
2008.05 - 2026.02
- Developed comprehensive business plan to establish and guide company strategy and growth
- Created and implemented the legal and organizational structure to ensure regulatory compliance and operational efficiency
- Built and expanded a robust customer database to enhance client insight and relationship management
- Established and nurtured a collaborative network of partners and stakeholders to drive business opportunities
- Directed commercial development efforts, leading market penetration and revenue growth
- Started up a new consulting firm in Luxembourg
Project Manager
LETZTEC
2025.09 - 2025.12
- Creation of AI Agent in the Insurance Sector
- Architecture design
- Modular definition (Modèle LLM, tools/APIs…)
- Framework & workflow
- Implementation and integration
- Technical specification for development
- Adaptation of the agent to the environment
- Testing and evaluation
- Deployment and continuous monitoring
Creation and Partnership Development Project
House of Compliance
2024.12 - 2025.07
- Implemented operational strategies to align with organizational goals and regulatory requirements.
- Oversaw daily operations to ensure smooth workflow and compliance
Mentoring and coaching
LesConsultants.lu
2023.10 - 2024.06
- Provided expert mentoring and advisory support
- Implemented financial optimization strategies
- Drove commercial development efforts
Securitization projects
S&FJ Consulting
2020.09 - 2023.12
- Monitored project activities including business plans (BP)
- Portfolio performance monitoring (PPM), and audit processes
- Conducted in-depth financial analysis to support decision-making and project viability
- Engaged with sponsors and financial investors to secure funding
- Led commercial development efforts across Luxembourg and French markets
- Identified new market opportunities and defined targeted training strategies
- Performed comprehensive market research
- Developed and executed marketing campaigns
Start-up Assistance and Support
S&FJ Consulting
2021.09 - 2022.07
- Technical analysis
- Review and advice
- Commercial development
- Assistance and presentation of Luxembourg market
Chief Operating Officer
BTD
2018.09 - 2020.08
- Developed and implemented operational strategies to drive organizational growth and efficiency.
- Oversaw daily operations, ensuring seamless workflow and alignment with business objectives.
- Led and motivated operational teams to enhance performance and foster a collaborative work environment.
- Managed budgets with a focus on cost optimization while maintaining service quality and operational excellence.
- Conducted financial analyses, developed business plans, and prepared financial projections to support strategic decision-making.
- Designed and implemented data management solutions to improve information flow and operational reporting.
Program Manager
Breedeewee Secutization
2017.01 - 2018.10
- Conducted comprehensive analysis of start-up companies to identify growth opportunities and challenges
- Provided strategic support and crafted engaging presentations to stakeholders and potential investors
- Led commercial development initiatives, driving business growth and market penetration
- Delivered expert guidance and presentations on the Luxembourg market to facilitate client expansion and partnerships
Project Manager Freelance
ABN AMRO (AABL / AAL)
2015.06 - 2017.09
- Full project management: board presentations, detailed planning, resource allocation, and budget monitoring
- Cross-country coordination and harmonization across UK, Germany, Belgium, Singapore, and Jersey
- Leadership of workgroups and development and delivery of training programs
- Continuous project monitoring, risk identification, and issue resolution
Business developer
LUSIS
2014.12 - 2016.12
- Founded and launched the new 'Business & Strategy' branch
- Initiated and developed the customer database to enhance client insights and relationship management
- Built and expanded a collaborative network to foster strategic partnerships and business opportunities
- Drove commercial growth through targeted business development activities and market penetration
- Managed and coordinated consultant teams to deliver high-quality client solutions
- Oversaw client relationships to ensure satisfaction, retention, and alignment with business objectives
Project Director
BGL BNP Paribas
2013.01 - 2014.12
- Led end-to-end project management including board presentations, capacity planning, detailed scheduling, resource allocation, and budget oversight
- Directed the RFP process for a Family Office SaaS solution, ensuring alignment with business needs and market standards
- Validated functional and technical specifications to guarantee project requirements met stakeholder expectations
- Managed cross-functional workgroups, fostering collaboration and driving project milestones
- Developed and executed a contingency backup plan to mitigate risks and ensure business continuity
- Monitored project progress continuously, validating deliverables and ensuring adherence to timelines and quality standards
Project Manager / Business Analyst
Neuflize (Paris)
2011.11 - 2012.10
- Led project management activities to ensure timely and effective delivery of impact analysis
- Gathered, analyzed, and documented detailed functional specifications to support development and decision-making
- Coordinated between business stakeholders and technical teams to align requirements and project objectives
- Delivered clear and concise reporting on project progress and specification changes to senior management
Project Manager / Business Analyst
SGBT
2010.01 - 2011.10
- Led comprehensive project management activities to ensure effective planning, execution, and delivery
- Defined, gathered, and validated detailed functional specifications in close collaboration with stakeholders
- Monitored project progress rigorously, overseeing quality assurance and validating deliverables against objectives
Account Manager / Project Manager
EFA
2003.10 - 2008.04
- Managed end-to-end project delivery including planning, execution, and monitoring across complex regulatory and technical domains
- Led technical migration initiatives (runtime, web intake), ensuring seamless transition and minimal disruption
- Directed the implementation of pricing modules and software solutions related to GP3 ecosystem (Oribase, Data Warehouse, Transfer Agent)
- Authored and validated detailed functional and technical specifications; conducted thorough testing and validation for software adaptations
- Provided customer-centric functional support, overseeing production monitoring and managing timely delivery of key solutions
- Coordinated cross-functional teams to ensure alignment between technical development and client requirements
Consultant
Sungard
2002.10 - 2003.02
- Managed client support activities ensuring smooth operational business functioning and high customer satisfaction
- Delivered comprehensive GP3 system training to clients, enhancing user proficiency and adoption
- Provided specialized fund accounting training and obtained relevant certification to strengthen technical credibility
- Acted as a trusted advisor to clients, addressing operational challenges and facilitating effective solutions
- Client account manager for Paris & Luxembourg
Consultant Global Financial Market
ABN AMRO (Paris)
2001.09 - 2002.10
- Migration Project (FX and MM Instruments) - London & Amsterdam
- Planned and coordinated cross-location activities between London and Amsterdam to ensure smooth migration of FX and Money Market instruments
- Conducted thorough homologation and validation of migrated financial instruments to guarantee accuracy and compliance
- MAGELLAN Project (Legal Entity Restructuring)
- Managed planning and coordination related to negotiable debt instrument (TCN) modifications across entities
- Led homologation and deployment of securities migration from NSMD to ABN Succursal
- Conducted research on new Back Office software solutions (Summit, Wall Street) for Securities & Exchange Market operations
- Developed and maintained Summit software interfaces to integrate Back Office securities processes, including Treasury & Exchange Market functions
- Evolan Treasury (Sopra) BO Software Deployment
- Developed Visual Basic interfaces enhancing user reporting capabilities and streamlining procedural workflows
- Monitored project progress and ensured validation of deliverables according to specifications
Design Engineer
Ecureuil Gestion
2000.10 - 2001.08
- Restructured Business Objects Universe to improve data accessibility and reporting efficiency.
- Developed R&D reporting solutions to support decision-making processes.
- Created shell scripts for automated data warehouse uploads, ensuring consistent and timely data updates.
- Developed Perl scripts for data formatting to streamline processing workflows.
- Designed and implemented PL/SQL stored procedures for efficient data downloads from the database.
Assistant Manager
BAII
1999.09 - 2000.09
- Conducted sectorial analyses to identify market trends and investment opportunities.
- Analyzed portfolio management strategies, including the 'Neutral Hedge' approach, to optimize asset allocation.
- Developed risk and rate calculation tools to enhance accuracy in financial assessments.
- Modified and optimized algorithms in previsional risk software to improve forecasting performance.
Assistant Manager
De Portzamparc investment
1999.04 - 1999.09
- Performed comprehensive financial diagnostics analysis to assess company financial health and investment potential.
- Developed advanced rate and risk calculation tools to support investment decision-making and risk management.
- Maintained active contacts with financial information providers, utilized market monitoring tools, and liaised with various market operators to ensure up-to-date market intelligence and efficient trading operations.
Formation
Engineer - Banking and Finances
ESME SUDRIA
DESS - Financial Market and Asset Management
Compétences
- Project Management
- Project Director
- Strategic Operations
- Consulting Partner
- Managing Director
- Coaching/Mentoring
- Fund Industry
- Private Banking
- Wealth Management
- Family Office
- Agile
- Waterfall
- Lean Six Sigma
- Prince II
- CRS
- FATCA
- EUSD
- QI
- MiFID
- PRIIPS
- UCITS
- GP3
- GP4
- Olympic
- FiTAX
- K
- Decalog
- Evolan Treasury
- Summit
- Business Object
- Bloomberg
- Sens du leadership
- Gestion d'équipe
Informations complémentaires
- Pratique du basket depuis 40 ans
Personnalisé
- Travelling
- History
- Photo
- Oenology
- Basket
- Diving
- Badminton
Langues
French
English
Spanish
Chronologie
Project Manager
LETZTEC
2025.09 - 2025.12
Creation and Partnership Development Project
House of Compliance
2024.12 - 2025.07
Mentoring and coaching
LesConsultants.lu
2023.10 - 2024.06
Start-up Assistance and Support
S&FJ Consulting
2021.09 - 2022.07
Securitization projects
S&FJ Consulting
2020.09 - 2023.12
Chief Operating Officer
BTD
2018.09 - 2020.08
Program Manager
Breedeewee Secutization
2017.01 - 2018.10
Project Manager Freelance
ABN AMRO (AABL / AAL)
2015.06 - 2017.09
Business developer
LUSIS
2014.12 - 2016.12
Project Director
BGL BNP Paribas
2013.01 - 2014.12
Project Manager / Business Analyst
Neuflize (Paris)
2011.11 - 2012.10
Project Manager / Business Analyst
SGBT
2010.01 - 2011.10
Chief Executive Officer
S&FJ Consulting
2008.05 - 2026.02
Account Manager / Project Manager
EFA
2003.10 - 2008.04
Consultant
Sungard
2002.10 - 2003.02
Consultant Global Financial Market
ABN AMRO (Paris)
2001.09 - 2002.10
Design Engineer
Ecureuil Gestion
2000.10 - 2001.08
Assistant Manager
BAII
1999.09 - 2000.09
Assistant Manager
De Portzamparc investment
1999.04 - 1999.09
Engineer - Banking and Finances
ESME SUDRIA