Implementations Project Manager

The Implementations Project Manager has diverse 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.

Must Have

• Intermediate technical skills in JIRA, Excel, Clarizen, and Salesforce.
• Experience implementing large-scale programs (multi-location settings are a plus).
• Project management 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.
• Investment accounting and reporting knowledge.
• Client-facing work around Change or Change Delivery.
• 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.
• 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.

Good to Have

• Background in Investment Accounting (on the job or via qualification like ACCA).

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.