Project Manager, Client Onboarding
6 days ago
The Team:
Project Managers sit within the Client Onboarding team and help ensure a smooth and efficient onboarding process for new clients. Supporting the three verticals (PMS, OEMS, and Managed Services Implementation), the Project Management Office oversees and manages various projects and ensures that timelines and goals are met, while monitoring budgets and mitigating risk.
The Role:
What You’ll Do:
- Determine project scope and objectives to ensure teams are able to deliver against commitments
- Identify resources to deliver projects and forecast and resolve capacity utilization problems
- Create and manage project plans, course correcting and escalating where necessary
- Publish high quality project transparency to senior stakeholders on a regular basis
- Utilize industry best practices, techniques, and standards throughout the project lifecycle
- Engage senior client and internal stakeholders to review project progress and task-level status.
- Liaise with the internal teams to support problem resolution activities
- Identify opportunities for project management process improvements
What You’ll Need:
- Bachelor's degree required - computer science, finance, economics, or a related field preferred
- 5+ years of project management and related experience at an investment management vendor/fund administrator/buy-side firm
- Project Management Professional (PMP) certification preferred
- Strong familiarity with project management software tools
- Methodical problem solving abilities
- Strong interpersonal skills
- 2+ years of Fintech onboarding and / or software implementation experience
- A client-service mentality and collaborative work style.
- Ability to manage competing priorities and deliver with high quality
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