Sr. Program Manager (LP Team)
Core
Managing project scope, implementation plans, and client relationships for software solutions in asset management and insurance.
Role type
Senior Program Manager (Implementation)
Builds
Software implementation projects for external clients in financial services
Domain
Financial Services (Asset Management, Insurance, FinTech)
Deliverable
product features
Required skills
Project management in matrix environments, Investment accounting, LP/GP relationships, SaaS delivery models, JIRA, Salesforce, Excel, Monday.com/Clarizen, Microsoft Office Suite
Preferred skills
PMP/CPA/CFA certification, Consulting experience, Securities experience, Team management (7-15 people)
Technologies
JIRA, Salesforce, Excel, Monday.com, Clarizen, Microsoft Office Suite
Responsibilities
Identify and finalize project scope, develop implementation plans, coordinate internal and third-party resources, lead steering committee meetings, manage project budgets, ensure successful transition to steady-state servicing, run multiple simultaneous implementations
Seniority
Senior, hands-on IC with team management responsibilities