Senior Project Manager, Customer Experience

Role overview

Lead end-to-end implementations of enterprise software for investment management customers, from project kickoff through go-live. You’ll define delivery scope and plans, coordinate customer and internal teams, manage risks and expectations, and take on critical execution tasks when needed. The role involves domestic travel of approximately 25–50% and requires authorization to work in the United States without employer sponsorship.

Responsibilities

- Establish project goals, scope, timelines, and resource plans. - Lead project teams, assign work, and support effective collaboration across functional and technical contributors. - Serve as the primary contact for stakeholders, communicating progress and managing expectations. - Track budgets and spending, and keep delivery cost-effective. - Confirm that deliverables meet agreed quality standards and customer requirements. - Identify and mitigate risks, resolve issues, and assess results against project objectives. - Complete key project work directly when needed to keep delivery on track.

Requirements

- Bachelor’s degree in finance, business, computer science, information technology, or a related field. - At least 5 years leading customer-facing investment management software implementations. - Knowledge of investment management front- and back-office workflows, such as portfolio accounting, trading, performance measurement, reconciliation, compliance, or reporting. - Proven project management skills and ability to coordinate technical and functional resources. - Highly organized, able to work independently, manage competing priorities, and take a hands-on approach. - Ability to learn new software quickly and build effective relationships with customer stakeholders, including senior leaders.

Nice to have

Familiarity with Agile methods and software development lifecycles, Google or Microsoft productivity tools, project tools such as Jira or Confluence, and basic AWS, API, or serverless concepts. Project management certifications such as PMP, CAPM, or PRINCE2 are a plus.

Benefits and work setup

The role is remote and includes domestic travel. The listed typical starting salary range is $104,000–$130,000 OTE, with an alternate range of $114,400–$143,000 OTE for certain metropolitan areas. Compensation varies by experience and location. Benefits include a stock plan, unlimited vacation, education and wellness reimbursements, and employee insurance plans with no employee cost.