Onboarding Engagement Project Manager, AVP
Core
Manage end-to-end onboarding projects for corporate clients implementing Stock Plan Administration and Employee Broker Services, ensuring timely and accurate delivery of client readiness onto equity administration platforms.
Role type
Senior IC project manager (client onboarding)
Builds
Client onboarding projects for equity administration platforms
Domain
Financial services / Equity solutions
Deliverable
client delivery
Required skills
Project management, client relationship management, requirements gathering, risk assessment, stakeholder communication, team leadership, scheduling, issue resolution
Responsibilities
Serve as primary contact for assigned corporate clients throughout the onboarding process; establish project requirements and timelines with internal stakeholders; engage in scoping and requirements gathering; assign and direct work of others; enforce project schedules and deadlines; lead project reviews to assess risks; provide regular reporting to managers and clients; audit and monitor project data; resolve issues and conflicts internally and with clients.
Seniority
Senior, hands-on IC