Project Manager

Project Manager

The Project Manager is the linchpin connecting a new clients commitment to the Four Eyes platform with their immediate realization of value. This role is responsible for the successful on-time and on-budget implementation of the Risk7 and 4ms software suite and strategic innovation projects. By driving predictable delivery outcomes and building exceptional client relationships during this critical phase the Project Manager directly contributes to client retention satisfaction and the identification of expansion opportunitiesmaking every implementation a foundational investment in our companys growth trajectory.

Candidate must be located in New Brunswick.

Key Responsibilities:

• Implementation Leadership: Lead the end-to-end implementation lifecycle for new clients including project planning scope definition resource allocation and timeline management for Risk7 4ms and Discovery Zone product implementations.
• Client Relationship Management: Serve as the primary point of contact for client implementation teams managing expectations facilitating meetings and ensuring clear communication of status risks and decisions.
• Budget & Scope Management: Rigorously manage project budgets and scope proactively identifying and escalating potential scope creep and managing the process for necessary change orders.
• Internal Coordination: Coordinate and manage internal resources including development data and DevOps resources as well as the Sales Engineer and Product Manager to ensure technical requirements and client integration needs are met.
• Handoff Excellence: Oversee the successful clean handoff of implemented clients to the Client Success Manager team for ongoing adoption and maintenance.
• Process Improvement: Capture lessons learned from each implementation to continuously refine and improve the implementation methodology and tooling for increased efficiency and predictability.

Focus Areas

SaaS Implementation& Project Management Methodology: Mastery of project management best practices specific to SaaS software deployment integration and configuration.

• Creates detailed phased project plans and charters clearly defining client and vendor roles/dependencies.
• Utilizes the FEF project management software (Zoho) rigorously to track milestones tasks and resource allocation.
• Anticipates project roadblocks (e.g. data readiness resource constraints) and develops proactive mitigation strategies.
• Facilitates meetings ensuring right people right frequency right agenda for the purpose. Ensures decisions & actions are captured and managed.

Scope Budget & Risk Control: The ability to effectively manage client expectations and internal resource constraints to ensure projects are delivered within the established financial and time parameters.

• Clearly documents initial project scope and manages any deviations via a formal change management process.
• Accurately tracks time against professional services budget and alerts leadership to potential overruns promptly.
• Maintains a comprehensive and updated project risk log prioritizing high-impact risks.

Technical Acumen & Integration: Sufficient understanding of software integration points (APIs data feeds) and regulatory compliance requirements to manage the technical aspects of implementation.

• Works effectively with the Sales Engineer to translate technical designs into actionable project tasks.
• Understands the basic workflows of KYC account opening and trade supervision to ensure configurations meet compliance needs.
• Clearly articulates client technical requirements to the internal engineering team.

Stakeholder Communication: The skill to communicate complex technical and scheduling information clearly and concisely to diverse client stakeholders (from IT to Executive Sponsor).

• Conducts highly effective project status meetings with clear agendas documented decisions and actionable follow-ups.
• Translates technical jargon and implementation challenges into clear business language and impact for executives.
• Establishes a regular predictable communication cadence with both internal teams and client leadership.

Conflict & Expectation Management: Ability to handle difficult conversations related to deadlines scope creep or client resource issues while maintaining a positive professional relationship.

• Diplomatically addresses scope change requests focusing the discussion on shared project goals and agreed-upon parameters.
• Maintains composure under pressure when facing client delays or technical setbacks.
• Acts as a neutral party to facilitate decision-making when there is internal disagreement within the client team.

Data Analysis & Interpretation: Effectiveness in leveraging available tools and data to present data backed insights for decision making.

• Leverages usage and performance metrics for decision making.
• Creates easy to read and understand charting.
• To provide insights and enable decision making knows what data to use what tool to use to analyze and presents in a useful way.
• Understands how data capture affects ability to measure monitor and report and sets up systems for ease of use.

Four Eyes Financial is a Regulatory Technology (RegTech) company based in New Brunswick. We are at the forefront of change in how Wealth firms think about their data and their compliance functions. Our proprietary Intelligent Compliance Platform with multiple compliance solutions streamlines interactions between Advisors Clients and Head Office.

We have a diverse team of bright and high-performing people and we are in growth mode. Youd fit in well if you thrive in a fast-paced environment have a thirst for learning enjoy improving systems and processes and focus on excellence in everything you do.

Some of our great benefits include:

Group health & dental benefits
RRSP matching program
Competitive salary & vacation days
Hybrid work options
And more!

Are you ready to accelerate your career If you have a pioneering spirit a passion for results seek meaningful work and want to make an impact on a changing industry come join us!