Sr. Program Manager
Core
Manages end-to-end project implementation scope, planning, and delivery for financial services clients, acting as the bridge between sales, delivery, and client servicing teams.
Role type
Senior Program Manager (Financial Services Implementation)
Builds
Implementation plans and successful transitions from sales to global delivery and then to client services
Domain
Financial Services (Investment, Banking, Insurance, FinTech)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
JIRA, Excel, Clarizen, Salesforce, Investment accounting, SaaS delivery models, budget management, team leadership (7-15 people)
Preferred skills
Consulting experience, Securities/financial markets experience, matrix environment navigation
Technologies
JIRA, Excel, Clarizen, Salesforce, Microsoft Office
Responsibilities
Finalize project/implementation scope, develop detailed implementation plans with resourcing, coordinate internal/client/third-party resources, generate weekly status reports, lead steering committee meetings with C-level clients, manage and report on implementation budgets, implement continuous service improvements, manage transitions between teams, run multiple simultaneous implementations
Seniority
Senior, hands-on IC with team leadership