Implementations Project Manager

The Implementations Project Manager defines project scope, creates detailed implementation plans with internal, client, and third-party resources, ensuring successful, on-time project completion. They provide regular status updates, lead high-level steering committee meetings, and act as a trusted client relationship manager. Additionally, they manage implementation budgets, seek service improvement opportunities, and oversee project transitions from Sales to Global Delivery and then to Client Services.

Must Have

• Create and manage detailed project plans
• Coordinate internal, client, and third-party resources
• Generate weekly status reports and lead meetings
• Lead steering committee meetings with C-level clients
• Handle project financials including revenue forecasts
• Manage and report on resource allocation
• Responsible for project metrics like utilization and go-live adherence
• Serve as a trusted client relationship manager
• Facilitate successful transition to steady-state servicing
• Oversee multiple simultaneous implementations
• Intermediate technical skills in JIRA, Excel, Clarizen, Salesforce
• Experience implementing large scale programs
• Project management in a matrix reporting environment
• Track record of delivering projects on time and budget
• Ability to implement continuous service improvements
• Investment accounting and reporting knowledge
• Expert technical skills in project management tools
• Familiarity with SaaS platforms and Fintech solutions
• Proven track record delivering projects for external clients
• Strong computer skills, including Microsoft Office
• Excellent attention to detail and documentation skills
• Outstanding verbal and written communication skills
• Strong organizational and interpersonal skills
• Exceptional problem-solving abilities
• Bachelor’s & master's in finance or accounting
• 5+ years’ relevant experience as Program Manager/Senior Analyst/Workstream Lead/Team Lead
• Financial Services Experience (Investment, Banking, Insurance, FinTech)
• Consulting experience
• Securities or financial markets experience
• Proven experience implementing software solutions in Asset Management/Insurance

Good to Have

• Client facing work around Change or Change Delivery preferred
• Background in Investment Accounting (on-job or ACCA qualification) as an advantage

Job Summary:

The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.

Additionally, they manage implementation budgets, actively seek opportunities for service improvements, and oversee the transition from Sales to Global Delivery before a project begins and from Global Delivery to Client Services after implementation.

Responsibilities:

• Create and manage detailed project plans for the assigned portfolio.
• Manage and coordinate internal CW, client, and third-party resources for project workstreams.
• Generate weekly status reports and hold weekly status meetings with clients and the project team.
• Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
• Handle project commercials, including revenue recognition forecasts and unbilled bookings.
• Manage and report on resource allocation for the assigned portfolio.
• Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
• Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
• Facilitate a successful transition to the steady-state servicing team.
• Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

Required Skills:

• Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
• Implementing large scale programs (multi-location settings a plus).
• Project manage in a matrix reporting environment.
• Track record of delivering projects on time and in budget.
• Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
• Investment accounting and reporting knowledge.
• Client facing work around Change or Change Delivery preferred.
• Exposure to investment accounting, reporting and analytics software solutions.
• Proven track record of delivering projects or workstreams for external clients.
• Expert Technical skills in project management tools.
• Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
• Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Education and Experience:

• Bachelor’s & master's in finance or accounting.
• 5+ years’ relevant experience as Program Manager/Senior Analyst/Workstream Lead/Team Lead.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Consulting experience.
• Securities or financial markets experience.
• Proven experience implementing software solutions in Asset Management and/or Insurance space.