Overview

The Senior Project Manager will lead the end-to-end delivery of the next-generation financial platform, ensuring projects are completed on time, within budget, and to the highest quality standards. This role requires a strategic thinker with deep expertise in financial services and software development project management.
Client:
Our client is a global asset, investment, and financial product management company operating across the United States and in over 40 other countries.
Project Overview:
The project involves the end-to-end delivery of a next-generation financial platform aimed at improving portfolio management, risk assessment, and regulatory compliance for high-net-worth clients. The platform integrates advanced analytics and real-time data feeds to empower financial advisors with actionable insights.

Responsibilities:
  • Lead the planning, execution, and delivery of complex financial software projects on time and within budget.
  • Coordinate cross-functional teams including developers, business analysts, QA, and architects.
  • Manage stakeholder communications and expectations across multiple business units and external partners.
  • Act as the primary client liaison, maintaining strong, trusted relationships and ensuring client satisfaction throughout the project lifecycle.
  • Collaborate closely with clients to understand business needs, translate them into project objectives, and ensure alignment between client expectations and project deliverables.
  • Facilitate client meetings, presentations, and workshops to present progress, manage feedback, and negotiate changes.
  • Identify project risks and develop mitigation strategies to ensure minimal disruption.
  • Drive project progress through Agile/Scrum methodologies and continuously optimize processes.
  • Facilitate internal and external workshops and meetings to align project goals and resolve issues.
  • Provide regular, transparent status reports and updates to senior management and clients.
  • Mentor junior project managers and promote a high-performance project culture.
Required Qualifications:
  • 7+ years of project management experience in software development, with at least 3 years managing financial or fintech projects.
  • Proven success leading large-scale, multi-team projects in financial services.
  • Strong expertise in Agile methodologies, including Scrum and Kanban.
  • Excellent stakeholder management skills with demonstrated ability to manage multiple priorities and build strong client relationships.
  • Solid understanding of financial domain concepts such as portfolio management, risk, compliance, or asset management.
  • Experience using project management tools (JIRA, MS Project, Confluence, etc.).
  • Exceptional communication, presentation, leadership, and problem-solving skills.
Nice To Have:
  • PMP, PMI-ACP or equivalent project management certification.
  • Background in software development or technical project management.
  • Ability to adapt to changing priorities in a fast-paced environment.
  • Experience working with distributed teams and collaborating across time zones.
Note:

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