Project Manager

Vestmarks Client Delivery organization is looking for a Project Manager to join our Project Management team part of the Vestmark PMO. Our PMO blends Agile and traditional methodologies to plan coordinate and oversee client-facing product and tool rollouts from kickoff through go-live managing scope timeline risk and resource allocation while keeping internal and external stakeholders this role you will lead rollouts of new Vestmark products and capabilities to advisor and network-partner clients drive cross-functional readiness (Engineering Products QA Advisory Consultants Production Support) and build the reporting and templates that keep leadership and the broader team informed. You will work closely with Client Delivery leadership Product and client-facing teams to ensure every engagement starts with clear ownership defined acceptance criteria and transparent consistent reporting.

Essential Job Functions

• Plan lead and coordinate end-to-end rollouts of new Vestmark products and tools to clients from internal kickoff and Product Readiness review through Client Buy-In and training to Internal Readiness and go-live ensuring no workstream falls through the cracks.
• Create and maintain detailed project plans timelines and Go/No-Go checklists; report regular project status (e.g. On Track At Risk Behind Schedule) to stakeholders and Client Delivery leadership.
• Facilitate communication and drive accountability across cross-functional teams (Engineering Products QA Advisory Consultants Client Delivery Production Support) including running or contributing to recurring stakeholder alignment meetings.
• Build and maintain reporting and dashboards (e.g. pipeline/AUM tracking rollout status) to give leadership clear timely visibility into project health and risk.
• Develop maintain and continuously improve PMO templates playbooks and best practices (e.g. rollout templates issue/blocker trackers post-launch review templates) to standardize how the team delivers projects.

Other Duties and Responsibilities

• Participate in internal product education sessions (e.g. Product Spotlights) to stay current on the Vestmark product roadmap and represent Client Deliverys perspective.
• Support ad hoc reporting and analysis requests from Client Delivery leadership.
• Other duties as assigned.

Preparation Knowledge Skills & Abilities

• Bachelors degree is required.
• 4 years of project management experience; experience in financial services wealth management or SaaS technology environments is a plus.
• Familiarity with traditional project management practices.
• Demonstrated ability to manage multiple concurrent workstreams timelines and stakeholder groups with strong attention to detail.
• Strong written and verbal communication skills; comfortable presenting status and driving discussion with both technical and business stakeholders.
• Experience with project and collaboration tools such as Jira and Confluence preferred.
• Self-starter who can build structure and process where none exists and proactively identify escalate and help plan mitigation of risks.
• Contribute to the growth and development of our core values: We Before Me Positive Energy Knowledge Explorer and Own It.

Salary range

$95000 - $120000 USD