Strategic Client Delivery Lead - Asset Management

Universal-Investment; Kraków; On-site; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Private health care

Life insurance

Cafeteria Platform

Company Pension Benefits – Employee 0

Employee Referral Bonus Program

Job summary

Universal Investment is seeking an experienced Project Manager in Kraków to lead end-to-end delivery of strategic client projects. You will act as the central interface between clients, internal stakeholders, and management, driving cross‑functional initiatives across Operations, Fund Accounting, IT, Risk, Compliance, Legal, Sales and RM.

The role requires a degree in economics/finance and several years in project management or client implementation, with a solid track record of handling

Qualifications

• A successfully completed degree in economics, business administration, finance or a comparable qualification.
• Several years of professional experience in project management, client implementation or a comparable role, preferably within asset management, fund administration or financial services.
• Proven track record in managing complex, cross-functional and client-facing projects.

Responsibilities

• End-to-end delivery of strategic and business-critical client projects, from initiation and planning through implementation, go-live and handover to business-as-usual operations.
• Central project contact for key clients and internal stakeholders, ensuring transparent communication and alignment throughout the project lifecycle.
• Definition and management of project scope, objectives, milestones, timelines, responsibilities and deliverables with all relevant stakeholders.
• Coordination of cross-functional project teams across Operations, Fund Accounting, IT, Risk, Compliance, Legal, Sales and Relationship-Management.
• Proactive management of project risks, dependencies, issues and changes, including timely escalation and appropriate mitigation measures.
• Translation of complex client requirements into actionable workstreams and implementation plans aligned with operational capabilities.
• Preparation and facilitation of project governance, including steering meetings, status reports, decision papers and management updates.
• Ensuring successful delivery against quality, timelines and client expectations, including structured handover and follow-up of open items.

Skills

Project management

Client implementation

Stakeholder management

Cross-functional coordination

Communication

German language

English language

Education

Bachelor's degree in Economics/Business/Finance

Job description

Universal Investment is seeking an experienced Project Manager in Kraków to lead end-to-end delivery of strategic client projects. You will act as the central interface between clients, internal stakeholders, and management, driving cross‑functional initiatives across Operations, Fund Accounting, IT, Risk, Compliance, Legal, Sales and RM.

The role requires a degree in economics/finance and several years in project management or client implementation, with a solid track record of handling