Implementation Project Manager
Core
Lead the onboarding of new clients for wealth management and asset servicing solutions, acting as the main point of contact to build relationships with external investment managers and internal partners.
Role type
Senior Implementation Project Manager
Builds
Client onboarding processes and system configurations for institutional investment clients
Domain
Financial services / Wealth management / Asset servicing
Deliverable
client delivery
Required skills
Project management, stakeholder management, system configuration, process standardization, data analysis, dashboard creation, Microsoft Project, Excel, PowerPoint, Teams, institutional investment knowledge, investment operational processes, accounting/reporting methods
Preferred skills
PMP certification, team leadership, complex initiative management
Technologies
Microsoft Project, Excel, Word, PowerPoint, Teams
Responsibilities
Act as the main point of contact with clients and external investment managers; Establish a consistent implementation process and control framework in the EMEA region; Manage multiple projects simultaneously from beginning to end; Facilitate weekly client meetings including producing agendas and status reporting; Coordinate and perform system configuration and testing; Identify and communicate bespoke client requests and requirements; Ensure operational readiness across teams; Develop implementation methodology standards, procedures and templates; Travel to visit new clients and prospective clients (2-3 days per quarter)
Seniority
Senior, hands-on IC with team leadership