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Mid-level generalist implementation PM, metro location, and popular role title increase competition.
Strong fintech, investment accounting, and SaaS implementation requirements limit cross-industry transferability.
Mandatory 5+ years, fintech/investment accounting expertise and specific PM tool skills make filters stringent.
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Define project scope and create detailed implementation plans involving internal, client, and third-party resources for successful, on-time project completion.
Manage project budgets, resource allocation, and key project metrics like utilization, go-live adherence, and billing across multiple simultaneous implementations.
Lead client relationships including C-level steering committee meetings and ensure smooth transitions across Sales, Global Delivery, and Client Services teams.
Bachelor’s and Master’s degree in Finance or Accounting.
5+ years relevant experience as Program Manager, Senior Analyst, Workstream Lead, or Team Lead within Financial Services (Investment, Banking, Insurance, FinTech).
Proven track record delivering projects on time and in budget, managing software implementations in Asset Management and/or Insurance sectors.
Intermediate technical skills in JIRA, Excel, Clarizen, Salesforce; strong proficiency with project management tools and Microsoft Office.
Experienced in managing large-scale, multi-location implementation programs within a matrix reporting environment.
Strong background and knowledge in investment accounting, reporting, and financial markets, ideally with exposure to SaaS and FinTech solutions.
Capable of independently driving continuous service improvements and managing complex client-facing change delivery projects.