Project Manager
Core
Guide customers through discovery and implementation of fund administration software to improve transactional processing and workflows.
Role type
Senior IC Project Manager (Professional Services)
Builds
Client implementations of proprietary fund administration software
Domain
Financial Services / Fund Administration
Deliverable
client delivery
Required skills
Project planning, stakeholder management, budget management, risk management, resource management, scope management, process improvement, requirement gathering, proposal creation, training coordination, performance tracking
Preferred skills
Enterprise software implementation, Agile Scrum, Professional Services Automation (PSA) tools, Generative AI tools
Technologies
AdaptiveWork, PlanView, SmartSheet, MS Office, Claude, Copilot
Responsibilities
Lead client implementations from kick-off to go-live, manage stakeholder communications and expectations, develop and monitor project plans and budgets, forecast project financials, manage resources and scope, identify and mitigate risks, create project documentation, participate in process improvement, perform risk management analysis, collaborate with cross-functional teams, lead requirement gathering and proposals, coordinate handoff with engineering, ensure knowledge transfer to Client Services, track project portfolio performance
Seniority
Mid-level, hands-on IC