2h ago
Project Lead, Customer Experience
Reno, NV; New York, NY; San Ramon, CA; Remote
full-timesenior Remoteinvestment management
Tech Stack
Description
Lead enterprise cloud software implementations from kickoff to go-live, partnering with customers and internal teams to define scope, manage resources, and achieve milestones. You will drive project delivery, coordinate cross-functional teams, and leverage AI-powered tools to enhance execution and communication.
Requirements
- Bachelor's degree in Finance, Business, Computer Science, IT, or related field
- 7+ years of experience leading investment management software implementations in a customer-facing role
- Strong understanding of investment management workflows (portfolio accounting, performance, trading, compliance)
- Proven experience managing enterprise software projects with multiple stakeholders and technical workstreams
- Highly organized with strong time management and prioritization skills
Responsibilities
- Lead enterprise software implementations from kickoff to go-live
- Define project scope, schedules, deliverables, and success criteria with customer and internal stakeholders
- Coordinate cross-functional teams and assign responsibilities to maintain alignment
- Communicate clearly with stakeholders to manage expectations and escalate risks
- Manage project budgets and track financial performance
- Monitor quality standards across all phases of the project lifecycle
- Identify and mitigate delivery risks proactively
- Facilitate retrospectives and drive continuous improvement
- Leverage AI-powered tools such as ChatGPT to improve project documentation, communication, and execution
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