Implementations Project Manager
Core
Manages end-to-end project scope, planning, and execution for software implementations in financial services, acting as the bridge between sales, delivery, and client servicing teams.
Role type
Senior IC Implementations Project Manager
Builds
Successful, on-time software implementations and transitions to steady-state servicing
Domain
Financial Services (Asset Management, Market Data, Insurance)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
JIRA, Excel, Clarizen, Salesforce, Investment accounting, SaaS delivery models, matrix environment management, team leadership (7-15 people)
Preferred skills
Consulting experience, Securities/financial markets experience, Investment/Banking/Insurance domain knowledge
Technologies
JIRA, Excel, Clarizen, Salesforce, Microsoft Office
Responsibilities
Finalize project scope and develop detailed implementation plans; Coordinate internal, client, and third-party resources; Lead steering committee meetings with C-level clients; Manage implementation budgets; Ensure successful transition to steady-state servicing teams; Run multiple simultaneous implementations with minimal oversight.
Seniority
Senior, hands-on IC with team management