Implementation Project Manager
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Job Location:
Needham, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
The Implementation Project Manager is a critical role responsible for the successful execution of client onboarding and implementation projects. This individual will manage the full project lifecycle from initiation through go-live ensuring projects are delivered on time within scope and on budget. They will serve as the primary project representative coordinating activities across internal teams and maintaining clear communication with client stakeholders. This role is ideal for a highly organized detail-oriented professional with a strong background in project management ideally within the financial services or FinTech sector.
Heres What Youll Do:
Project Leadership & Management
- Manage the scope schedule and budget for multiple active implementation projects within the Implementation Teams 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.
- Stakeholder Coordination & Communication
- Act as the main point of contact for client project management teams providing timely updates and managing expectations.
- Liaise closely with internal teams including Services Product Data Engineering Solutions Architecture and Forward-Deployed Engineering to align resources and resolve roadblocks.
- Proactively identify track and mitigate project risks and dependencies escalating issues to leadership when necessary.
- Delivery & Quality Assurance
- 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 ensuring a smooth handoff.
- Contribute to the continuous improvement of the implementation methodology and project management best practices.
What You Bring to the Table:
- 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 SmartSheets).
- Familiarity with Google suite of office applications Confluence Jira.
Why Youll Love Working Here:
Its not just about workits about building a career and enjoying the ride! Heres what you can expect: Why Youll Love Working With Us:
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries annual performance-based bonuses and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits including dental life and disability insurance. We also trust our employees to manage their time effectively which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360 is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique authentic selves to work each and every day. The way we see it we are here to learn from each other.
The estimated base salary range for this position is $136500-$157500 bonus & equity.
Advisor360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including but not limited to individual candidate experience skills and qualifications.
Additionally Advisor360 leverages current market data to determine compensation therefore posted compensation figures are subject to change as new market data becomes available. The salary other forms of compensation and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time subject to applicable law.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisor360 will only communicate with a job applicant directly from an @ email address and will never conduct an interview in a chatroom forum. During an interview Advisor360 will not request any form of payment from the applicant or information regarding an applicants bank or credit card.
Should you have any questions regarding the application process please contact Advisor360 at
Required Experience:
IC
Key Skills
- Business Development
- Project Timelines
- Business Process
- Customer Service
- Client Expectations
- Account Management
- Salesforce
- Client Relationships
- Project Management
- ERP
- Java
- Client Service
- Consultants
- Management System
- Procedures
About Company
At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client exper ... View more
