2h ago

Senior Staff Project Lead, Customer Experience

San Ramon, CA
full-timeseniorinvestment management

Tech Stack

Description

You will lead end-to-end implementations of Ridgeline's enterprise cloud software, engaging with internal teams and customer stakeholders to define scope, plan execution, and ensure seamless delivery. You'll manage timelines, budgets, and quality while leveraging cutting-edge technologies like AI tools to deliver exceptional outcomes.

Requirements

  • Bachelor's degree in Finance, Business, CS, IT, or related field
  • 10+ years leading enterprise software implementations for investment management clients
  • Deep understanding of investment management workflows (front and back office)
  • Strong command of project management methodologies
  • Exceptional organizational and problem-solving skills

Responsibilities

  • Lead end-to-end customer implementations of enterprise platform
  • Define project scope, allocate resources, and develop execution plans
  • Establish and maintain strong communication with customer stakeholders
  • Identify, assess, and mitigate risks across cross-functional teams
  • Manage project budgets and schedules with precision
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