Sr. Program Manager
1 Hour ago • 7 Years +
Program Management
Job Description
The Program Manager identifies and finalizes project/implementation scope, develops detailed plans, and coordinates internal, client, and third-party resources for successful, on-time, quality implementations. They generate status reports, lead client and steering committee meetings, manage budgets, and ensure timely responses to client inquiries. This role involves transitioning projects from Sales to Global Delivery and then to Client Services, while continuously seeking service improvements and bridging communication between various business stakeholders.
Good To Have:
- Consulting experience.
- Securities or financial markets experience.
Must Have:
- Identify and finalize project/implementation scope.
- Develop detailed implementation plans including internal, client and third-party resourcing.
- Manage and coordinate with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
- Generate weekly status reports, hold weekly status meetings with client and project team.
- Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management.
- Manage and report on budget for implementation.
- Ensure timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
- Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
- Ability to run multiple simultaneous implementations with minimal oversight.
- Expert Technical skills in JIRA, Excel, Clarizen and Salesforce.
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
- Project manage in a matrix reporting environment.
- Investment accounting and reporting knowledge.
- Familiarity with Software-as-a-Service (SaaS) platforms and delivery model.
- 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.
- Bachelor’s and/or master's in finance or accounting.
- 7+ years of relevant project management and implementation experience working with external clients.
- Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
- Experience of managing a team essential (7-15 people).
Sr. Program Manager
Job Summary:
The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.
Responsibilities:
- Identifies and finalizes project/implementation scope.
- Develops detailed implementation plans including internal, client and third-party resourcing.
- Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
- Generates weekly status reports, holds weekly status meetings with client and project team.
- Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
- Manage and report on budget for implementation.
- Seek out, recommend, and implement continuous service improvements.
- Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
- Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
- Ability to run multiple simultaneous implementations with minimal oversight.
Required Skills:
- Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
- Project manage in a matrix reporting environment.
- Investment accounting and reporting knowledge.
- Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
- 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 and/or master's in finance or accounting.
- 7+ years of relevant project management and implementation experience working with external clients.
- Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
- Consulting experience.
- Securities or financial markets experience.
- Experience of managing a team essential (7-15 people).
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