Implementations Project Manager


On Site
Depends on Experience
Full Time


project management
program implementation
investment accounting
communication skills

Job Details

The Implementations Project Manager of financial service software has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.
Additionally, they own a client's Operational readiness, ensuring a smooth transition to BAU.

  • Create and manage detailed project plans
  • Generate PMO dashboard on a periodic basis
  • Chair steering committee meetings with C-level client decision-makers
  • Generate key project artifacts: project charter, change controls, sign-offs
  • Manage and report on resource allocation for assigned projects
  • Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
  • Ensure execution of operational readiness in the transition from implementation to BAU

Required Experience and Education:

  • 5+ years relevant experience as financial services software implementation
  • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
  • Consulting experience.
  • Securities or financial markets experience.
  • Bachelor s or master's in finance or accounting

Required Skills:

  • Prior experience implementing large scale programs
  • Project management and planning
  • Track record of delivering projects on time and on budget.
  • Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
  • Exposure to investment accounting software solutions.
  • Expert Technical skills in project management tools.
  • Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Proven experience implementing software solutions in Asset Management and/or Insurance space.