Project Manager - Client Onboarding

7 Minutes ago • 2 Years + • $60,000 PA - $80,000 PA
Project Management

Job Description

The Project Manager will collaborate with internal teams to implement the Enfusion platform for clients, acting as the primary contact for both the client and Enfusion teams. This role involves developing strong product knowledge, fostering positive client relationships, applying project methodologies, and managing risk. Key responsibilities include defining project scope, allocating resources, creating and managing project plans, providing transparent updates to stakeholders, and identifying process improvements.
Good To Have:
  • Project Management Professional (PMP) certification
  • Fintech onboarding and / or software implementation experience
Must Have:
  • Determine project scope and objectives to ensure teams are able to deliver against commitments
  • Identify resources to deliver projects and forecast and resolve capacity utilization problems
  • Create and manage project plans, course correcting and escalating where necessary
  • Publish high quality project transparency to senior stakeholders on a regular basis
  • Utilize industry best practices, techniques, and standards throughout the project lifecycle
  • Engage senior client and internal stakeholders to review project progress and task-level status
  • Liaise with the internal teams to support problem resolution activities
  • Identify opportunities for project management process improvements
  • Bachelor's degree (computer science, finance, economics, or a related field)
  • 2+ years of project management/implementation and/or related experience at an investment management firm or vendor
  • Strong familiarity with project management software tools
  • Methodical problem solving abilities
  • Strong interpersonal skills
  • A client-service mentality and collaborative work style
  • Ability to manage competing priorities and deliver with high quality
Perks:
  • RSU's

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The Role:

The Project Manager will partner with internal teams to implement the Enfusion platform for clients and serve as the central point of contact for the client and Enfusion teams including Implementation and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication.

What You’ll Do:

  • Determine project scope and objectives to ensure teams are able to deliver against commitments
  • Identify resources to deliver projects and forecast and resolve capacity utilization problems
  • Create and manage project plans, course correcting and escalating where necessary
  • Publish high quality project transparency to senior stakeholders on a regular basis
  • Utilize industry best practices, techniques, and standards throughout the project lifecycle
  • Engage senior client and internal stakeholders to review project progress and task-level status.
  • Liaise with the internal teams to support problem resolution activities
  • Identify opportunities for project management process improvements

What You’ll Need:

  • Bachelor's degree required - computer science, finance, economics, or a related field preferred
  • 2+ years of project management/implementation and/or related experience at an investment management firm or vendor
  • Strong familiarity with project management software tools
  • Project Management Professional (PMP) certification preferred
  • Strong familiarity with project management software tools
  • Methodical problem solving abilities
  • Strong interpersonal skills
  • Fintech onboarding and / or software implementation experience preferred
  • A client-service mentality and collaborative work style.
  • Ability to manage competing priorities and deliver with high quality

Chicago Salary Range: $60,000 - $80,000 + RSU's

New York Salary Range: $66,000 - $80,000 + RSU's

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