Client

Our client is a global asset, investment, and financial product management company operating across the United States and in over 40 other countries.

Join a great company, not merely an individual project

Project overview

The project involves the end-to-end delivery of a next-generation financial platform aimed at improving portfolio management, risk assessment, and regulatory compliance for high-net-worth clients. The platform integrates advanced analytics and real-time data feeds to empower financial advisors with actionable insights.

Position overview

The Senior Project Manager will lead the end-to-end delivery of the next-generation financial platform, ensuring projects are completed on time, within budget, and to the highest quality standards. This role requires a strategic thinker with deep expertise in financial services and software development project management.

Responsibilities

• Lead the planning, execution, and delivery of complex financial software projects on time and within budget.
• Coordinate cross-functional teams including developers, business analysts, QA, and architects.
• Manage stakeholder communications and expectations across multiple business units and external partners.
• Act as the primary client liaison, maintaining strong, trusted relationships and ensuring client satisfaction throughout the project lifecycle.
• Collaborate closely with clients to understand business needs, translate them into project objectives, and ensure alignment between client expectations and project deliverables.
• Facilitate client meetings, presentations, and workshops to present progress, manage feedback, and negotiate changes.
• Identify project risks and develop mitigation strategies to ensure minimal disruption.
• Drive project progress through Agile/Scrum methodologies and continuously optimize processes.
• Facilitate internal and external workshops and meetings to align project goals and resolve issues.
• Provide regular, transparent status reports and updates to senior management and clients.
• Mentor junior project managers and promote a high-performance project culture.

Requirements

• 7+ years of project management experience in software development, with at least 3 years managing financial or fintech projects.
• Proven success leading large-scale, multi-team projects in financial services.
• Strong expertise in Agile methodologies, including Scrum and Kanban.
• Excellent stakeholder management skills with demonstrated ability to manage multiple priorities and build strong client relationships.
• Solid understanding of financial domain concepts such as portfolio management, risk, compliance, or asset management.
• Experience using project management tools (JIRA, MS Project, Confluence, etc.).
• Exceptional communication, presentation, leadership, and problem-solving skills.

Nice to have

• PMP, PMI-ACP, or equivalent project management certification.
• Background in software development or technical project management.
• Ability to adapt to changing priorities in a fast-paced environment.
• Experience working with distributed teams and collaborating across time zones.