Lead enterprise SaaS software implementation projects from scoping through closure for wealth management and investment advisory clients. Requires 5+ years experience including 4 years project management, client-facing skills, and expertise in waterfall and agile methodologies.
Salary not listed
On-site5+ YOETechnical Program Management
About the role
What You’ll Do
Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)
Drive the use of project management principles, methodologies, tools, and internal policies and procedures
Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members
Translate client requirements, objectives, and goals into a project plan
Definition & Management of Scope, Schedule, Budget, and Resources of sophisticated projects
Maintain project plan and other project documents
Assist with Implementation Process Definition for the growing EMEA/International Client base by adapting our current Business Processes to meet evolving international client needs
Partner closely with Solutions Architects & Solutions Consultants and specialist resources to drive the execution of project plan
Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
Lead Steering Committee meetings with C-level partners & handle “difficult conversations”
Document lessons learned and recommend process improvements
Who You Are
Minimum of 5 years of relevant experience, including 4 years of project management experience
Professional experience in enterprise-class SaaS software implementations
Experience with waterfall & agile required
Proven leadership ability (management not required)
Outstanding communication, organizational, and time-management skills
Prior external client-facing experience required
High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus
Understanding of project commercials including SOWs, budgeting, and resourcing
Professional experience in Financial Services, Technology Implementations, or Consulting preferred
PMP preferred
Independent, adaptable and can thrive in a fast-paced environment
Some travel required
[Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence
[Bonus] Previous experience in investment management software implementations
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