Onboarding Project Manager, AVP
Core
Manage end-to-end onboarding projects for corporate clients implementing Stock Plan Administration and Employee Broker Services within the Global Equity Solutions group.
Role type
Senior IC Project Manager (Client Onboarding)
Builds
Client onboarding projects for equity administration platforms
Domain
Financial Services / Equity Compensation
Required skills
Project management, client relationship management, requirements gathering, stakeholder coordination, risk assessment, schedule enforcement, conflict resolution
Preferred skills
Subject Matter Expertise in IPO and equity compensation, cross-functional leadership
Technologies
Equity administration platforms, project management tools
Responsibilities
Serve as primary contact for assigned corporate clients throughout the onboarding process; establish project milestones and timelines using established templates; engage in scoping and requirements gathering; assign and direct the work of others; enforce project schedules, deadlines and standards; lead project reviews to assess schedule, process, risks; provide regular status reports; actively participate in resolution of issues and conflicts; lead client engagements as the front-line Subject Matter Expert.
Seniority
Senior, hands-on IC