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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