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Popular implementation PM title, metro location, and broad tool/domain requirements raise applicant competition.
Requires financial services, investment accounting, and securities experience, limiting cross-industry transferability.
Explicit 7+ years, financial services/SaaS expertise, team management, and mandated tools enforce strict screening.
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Own and finalize project/implementation scope, develop detailed plans including resource allocation (internal, client, third-party).
Manage multiple simultaneous implementations ensuring quality and on-time delivery, generating status reports, and leading meetings with C-level client decision makers and internal management.
Serve as trusted relationship manager ensuring timely, accurate client communications and manage budget reporting for each implementation.
7+ years of relevant project management and implementation experience with external clients, specifically in software solutions within Asset Management, Market Data, and/or Insurance sectors.
Bachelor’s and/or master’s degree in finance or accounting.
Expert technical skills in JIRA, Excel, Clarizen, and Salesforce; strong proficiency with Microsoft Office.
Financial Services experience required (Investment, Banking, Insurance, FinTech) and experience managing teams (7-15 people).
Experienced in managing projects in matrix reporting environments and cross-functional coordination among sales, client servicing, and development teams.
Strong background in investment accounting and reporting, SaaS platform familiarity, and financial markets or securities experience.
Capable of leading client communication at C-level and managing comprehensive project delivery including budgeting and continuous service improvement initiatives.