Manage the scope, schedule, and budget for multiple active implementation projects within the Implementation Team's portfolio.
Serve as the primary project lead, coordinating all activities, resources, and tasks pursuant to the project plan.
Develop and maintain comprehensive project documentation, including project plans, status reports, risk logs, and issue trackers.
Facilitate regular project steering committee meetings, team stand-ups, and client-facing update sessions.
Act as the main point of contact for client project management teams, providing timely updates and managing expectations.
Liaise closely with internal teams to align resources and resolve roadblocks.
Proactively identify, track, and mitigate project risks and dependencies, escalating issues to leadership when necessary.
Ensure all project deliverables meet defined quality standards and align with the agreed-upon Statement of Work (SOW).
Oversee the transition from implementation to post-live client support.

5+ years of experience managing complex software implementation or enterprise integration projects, preferably in a SaaS environment.
Proven ability to manage scope, schedule, and budget for multiple concurrent projects.
Exceptional client-facing communication and presentation skills with experience managing client expectations at various organizational levels.
Strong knowledge of project management methodologies (e.g., Agile, Waterfall, Hybrid).
Demonstrated experience coordinating cross-functional technical teams (e.g., Engineering, Architecture, Data).
Familiarity with the wealth management industry, broker-dealer, or RIA operations is highly preferred.
Preferred Qualifications: PMP, PRINCE2, or equivalent project management certification.
Experience in the financial services or FinTech industry.
Proficiency with project management tools (MS Projects, Monday.com, SmartSheets).
Familiarity with Google suite of office applications, Confluence, Jira.

Comprehensive health benefits, including dental, life, and disability insurance.
Unlimited paid time off program.
Annual performance-based bonuses.
Opportunity to share in the equity value you create.

Implementation Project Manager

Key skills