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AddeparAddeparNew York, NY

Implementation Project Manager

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

Skills

Project ManagementWaterfallAgileSaas ImplementationsPMPSalesforceFinancialforceMonday.ComJiraConfluence
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