Implementations Project Manager

20 Minutes ago • 10 Years +
Project Management

Job Description

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.
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.
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.

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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.

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