Implementations Project Manager

Implementation Project Manager has a diverse range of responsibilities, including defining & tracking metrics for various departments scope, creating detailed implementation execution plans with relevant leaders, and ensuring successful, on-time completion. They provide regular status updates through reports and meetings, lead high-level internal steering committee meetings, and act as a point of contact for transformation activities.

Must Have

• Create and manage detailed project plans for active efficiency programs.
• 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.
• Fluent in Technical skills in JIRA, Excel, and Powerpoint.
• Sr black belt Or Sr PM, Who can collaborate and drive enterprise initiate in India.
• 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.
• 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.
• 10+ years’ relevant experience as Programme 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.

Good to Have

• 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.

Job Summary:

Implementation Project Manager has a diverse range of responsibilities, including defining & tracking metrics for various departments scope, creating detailed implementation execution plans with relevant leaders, and ensuring successful, on-time completion. They provide regular status updates through reports and meetings, lead high-level internal steering committee meetings, and act as a point of contact for transformation activities.

Responsibilities:

• Create and manage detailed project plans for the active efficiency programs.
• 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:

• Fluent in Technical skills in JIRA, Excel, and Powerpoint.
• Sr black belt Or Sr PM, Who can collaborate and drive enterprise initiate in India.
• 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.
• 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.
• 10+ years’ relevant experience as Programme 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.