Responsibilities
- 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
Requirements
- 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
- Understanding of project commercials including SOWs, budgeting, and resourcing
- Independent, adaptable and can thrive in a fast-paced environment
- Some travel required
Nice to Have
- High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus
- Professional experience in Financial Services, Technology Implementations, or Consulting preferred
- PMP preferred
- [Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence
- [Bonus] Previous experience in investment management software implementations
Benefits
- bonus
- equity
- benefits
Work Arrangement
On-site — USA
Additional Information
- Some travel required
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
- Must be authorized to begin work in the U.S. on their first day of employment
