Lead enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform
Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders
Coordinate cross-functional teams and assign responsibilities to maintain alignment and accountability across project workstreams
Communicate clearly with stakeholders at all levels to manage expectations, provide status updates, and escalate risks appropriately
Manage project budgets and track financial performance to ensure transparency and alignment with forecasts
Monitor quality standards across all phases of the project lifecycle to ensure successful delivery outcomes
Identify and mitigate delivery risks proactively to keep implementations on track and within scope
Facilitate retrospectives and analyze project outcomes to drive continuous improvement across delivery practices
Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved
Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success
Support the evolution of Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned
Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve project documentation, communication, and execution efficiency.

Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
7+ years of experience leading investment management software implementations in a customer-facing role
Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance
Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams
Highly organized with strong time management and prioritization skills
Ability to operate independently while maintaining strong collaboration with internal and external stakeholders
Demonstrated ability to build trusted relationships with customer teams including executive stakeholders
Strong written and verbal communication skills
Demonstrated curiosity and ability to learn new technologies and tools quickly
Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
An aptitude for problem solving
Ability to communicate effectively
Serious interest in having fun at work.

Project Lead, Customer Experience

Key skills