Implementations Project Manager

2 weeks ago


Boston, United States FundGuard Full time

The Implementations Project Manager of financial service software has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager. 

Additionally, they own a client's Operational readiness, ensuring a smooth transition to BAU.  

Responsibilities:  

  • Create and manage detailed project plans 
  • Generate PMO dashboard on a periodic basis
  •  Chair steering committee meetings with C-level client decision-makers 
  • Generate key project artifacts: project charter, change controls, sign-offs
  • Manage and report on resource allocation for assigned projects
  • Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries. 
  • Ensure execution of operational readiness in the transition from implementation to BAU 

Required Experience and Education: 

  • 5+ years’ relevant experience as financial services software implementation
  • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). 
  • Consulting experience. 
  • Securities or financial markets experience.
  • Bachelor’s or master's in finance or accounting

Required Skills:  

  • Prior experience implementing large scale programs
  • Project management and planning
  • Track record of delivering projects on time and on budget. 
  • Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects). 
  • Exposure to investment accounting software solutions. 
  • Expert Technical skills in project management tools. 
  • Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions. 
  • Outstanding verbal and written communication skills.  
  • Strong organizational and interpersonal skills. 
  • Exceptional problem-solving abilities. 
  • Proven experience implementing software solutions in Asset Management and/or Insurance space. 

About FundGuard: 

FundGuard is the new generation investment accounting utility for asset managers and their service providers. Our cloud-native, AI-powered operating system and technology platform are transforming investment operations to enable reduced fees and the ability to offer new and innovative products, including crypto-asset services while scaling for the future.

The company is led by an experienced team with successful exits and has raised more than $150 million, backed by strategic partners including Citi and State Street, and investment firms Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8 among others

We offer an exciting work opportunity where you’ll develop one of the more robust enterprise applications with deep financial engines while using cutting edge cloud technologies.

Explore exciting career opportunities at fundguard.com/careers and follow us on LinkedIn: linkedin.com/fundguard.



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