Financial Project Manager

Position Overview

Are you an experienced, passionate pioneer in technology? As an experienced Financial Project Manager, you will be part of the Project Delivery Talent Model—sharing new ideas and collaborating as a consultant without the extensive demands of travel. You will focus on delivering services to clients while being eligible for a competitive benefits package and collaborating with an innovative team that leverages cutting‐edge engineering to modernize technology and data platforms.

Key Responsibilities

• Partner with senior clients to assess their current solutions, identifying opportunities and recommending a target state.
• Evaluate emerging vendor solutions in investment management and cultivate relevant relationships.
• Design, plan, and oversee the implementation of strategic investment management solutions—including operating model, process reengineering, and technical design.
• Lead in defining the investment management platform of the future by combining human expertise and technology.
• Communicate regularly with Engagement Managers, project team members, and various functional teams, escalating critical issues as needed.
• Independently and collaboratively lead client engagement workstreams focused on process improvement, optimization, and transformation.

Required Qualifications

• 5+ years of experience in Project Management.
• 5+ years of experience with various financial technology packages.
• 5+ years of experience overseeing deliverable quality and managing client relationships.
• Bachelor's degree in Computer Science, Information Technology, Computer Engineering, or a related discipline; or equivalent experience.
• Limited immigration sponsorship may be available.
• Ability to travel approximately 10% based on project requirements.

Preferred Qualifications

• In-depth Financial Services Industry knowledge, including Front, Middle, and Backoffice processes.
• Experience with Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms.
• Strong analytical skills to manage multiple projects and prioritize tasks.
• Ability to operate independently or with minimal supervision.
• Excellent written and verbal communication skills.
• Capability to deliver effective technical demonstrations.

Benefits & Perks

• Compensation: $93,000 to $137,000 (actual compensation is based on skills, experience, certifications, and other factors).
• Incentive Program: Eligible to participate in a discretionary annual incentive program based on individual and organizational performance.
• Competitive benefits package for project delivery-focused professionals.
• Limited travel requirement (approximately 10%).