Client Relationship Management: Support client engagement activities including status reviews, roadmap walkthroughs, and scheduled check-ins for an assigned set of financial institution clients on the Digital One platform.
Build working relationships with client stakeholders at the operations and project management level, with exposure to senior client contacts over time.
Identify client satisfaction risks and escalate proactively with supporting context to the delivery and account teams.
Support maintenance of the Digital One product roadmap for assigned client segments, capturing client-specific needs and escalating prioritization tradeoffs to senior product leadership.
Document client pain points and feature requests as well-structured product requirements and user stories.
Partner with program and delivery partners to ensure on-time, on-scope delivery of client-committed features and enhancements.
Coordinate with program and delivery partners to track progress on client-committed features and flag risks to timelines early.
Maintain accurate visibility into client-facing release schedules and communicate updates clearly to internal and client stakeholders.

5+ years of project management experience, with at least 4 years in banking, financial services, or fintech.
Demonstrated experience working directly with financial institution clients in a client-facing or embedded PM capacity.
Working knowledge of digital banking platforms, online/mobile banking, or core banking concepts.
Comfortable managing client relationships and participating in client-facing conversations with supervision and support.
Familiarity with agile product delivery methodologies (Scrum, SAFe, or equivalent).
Clear written and verbal communication skills; able to prepare client-facing materials and meeting summaries.
Ability to work across teams and follow through on cross-functional commitments.
Bachelor’s degree in Business, Finance, Computer Science, or a related field; or equivalent professional experience.

Senior Project Manager

Key skills