No Comments

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.