Project Manager

Our client is seeking an experienced Project Manager to lead end-to-end implementations of enterprise cloud software for investment management clients. You will interact directly with internal and client stakeholders to define and deliver an agreed scope of services in a project management capacity.

About the Role & Platform

Our client's platform is a cloud-native, AI-first system built on a unified data model, delivered through a structured onboarding process spanning front office, back office, data migration, and technical integration workstreams. The project manager coordinates these technical and functional workstreams toward a successful go-live. Familiarity with the front-to-back and wealth systems landscape the platform is designed to replace is a meaningful advantage.

Responsibilities & Qualifications

• Define project goals, plan scope, allocate resource time, and set timelines
• Serve as the primary point of contact for stakeholders, ensuring clear communication and managing expectations
• Oversee the project budget, ensuring cost effectiveness and financial tracking
• Ensure project deliverables meet quality standards and stakeholder requirements
• Identify potential project risks, devise mitigation strategies, and manage issues as they arise
• Assess project outcomes against objectives, analyze performance, and report results to stakeholders
• Directly engage in and complete critical project tasks as necessary to support team efforts and project success

Requirements

• Experience leading investment management software implementations in a client-facing role
• Investment management industry knowledge of front office and back office systems, workflows, and processes, for example portfolio accounting, performance measurement, trading, reconciliation, data, compliance, and reporting
• Hands-on experience working with similar systems such as Charles River, SS&C, SimCorp, BlackRock Aladdin, Addepar, or Envestnet
• Ability to work independently with general direction and guidance; highly organized with excellent time management skills and the ability to manage competing priorities with a hands-on approach
• Understanding of Agile principles and software development lifecycles
• Comfortable using tools for project management and communication
• 12-15+ years of relevant experience (Director+ level)