Implementation Manager
Core
Manage client implementation projects from initiation to operational service transition, analyzing portfolio data and configuring technical workflows.
Role type
Senior IC Implementation Manager
Builds
Client onboarding solutions and operational service transitions
Domain
Financial services / Portfolio management
Required skills
Project management (Agile/PMP), Financial product knowledge (equities, fixed income, derivatives), Portfolio/risk management theory, Technical configuration of workflow systems, Client-facing communication
Preferred skills
PMP certification, Agile certification, Experience in financial services industry
Technologies
Portfolio management systems, Risk management systems
Responsibilities
Lead pre-sales implementation presentations and contract negotiations, Prepare and present detailed project plans and solution definitions, Configure technical aspects of client workflows, Coordinate internal and external resources to establish milestones, Report project status, risks, and issues to stakeholders