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Mid-level generalist PM with fintech specialization and moderate brand leads to medium competition.
Requires investment accounting and financial services experience, so background fit is highly industry-specific.
Requires 5+ years plus fintech implementation expertise, prompting moderately strict shortlisting.
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Define project scope, create and manage detailed implementation plans involving internal, client, and third-party resources for on-time project completion.
Lead steering committee meetings with C-level clients and senior management, provide weekly status updates, and manage project budgets including revenue forecasts and billing.
Oversee multiple simultaneous implementations, act as trusted client relationship manager, and ensure smooth transition across Sales, Global Delivery, and Client Services teams.
5+ years of relevant experience as Program Manager, Senior Analyst, Workstream Lead, or Team Lead.
Bachelor’s and master’s degrees in finance or accounting.
Experience with project management tools (JIRA, Excel, Clarizen, Salesforce) and proven track record of delivering projects on time and within budget.
Experience in Financial Services domain (Investment, Banking, Insurance, FinTech) including software solution implementation in Asset Management and/or Insurance space.
Experienced in managing large-scale, multi-location program implementations within matrix reporting environments.
Background in investment accounting and reporting, preferably with consulting experience and exposure to SaaS/FinTech platforms.
Ability to coordinate complex stakeholder groups including C-level clients and internal teams, focusing on continuous service improvements and client-facing change delivery.