Client & Product Implementation Project Manager

Imea; Denver (CO); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Hybrid work model

Generous holiday policies

Volunteer time

Tuition reimbursement

Headspace subscription

ClassPass discounts

Beverages and snacks

Job summary

Imea in Denver seeks an experienced Operations professional to lead onboarding and change management for mutual funds and related products. You will partner with Product, Legal, Compliance, and Sales to ensure flawless client transitions and timely launches.

The role requires deep knowledge of mutual funds operations, strong project management, and the ability to coordinate across internal teams and external vendors. Hybrid work options are available.

Qualifications

• Bachelor’s Degree in Accounting/Finance or equivalent industry experience.
• Five+ years mutual fund/financial services operational experience.
• Operational knowledge of onboarding, offboarding and changes for investment management clients across business segments.
• Solid understanding of Investment Operations; Middle Office experience preferred.
• Experience reviewing Investment Management Agreements (IMA) or similar agreements.
• Ability to collaborate with Sales, Investment Team, Client Relationship Managers, Legal, Compliance, etc.
• Familiarity with various account structures and legal documentation to establish new accounts.
• Extensive knowledge of investment strategies and markets; derivatives/forwards knowledge.
• Understanding of trading processes and the impact of account events.
• Ability to learn concepts and apply them across scenarios in a fast-paced environment.
• Ability to resolve complex problems positively and professionally.

Responsibilities

• Partner with the Product team on new products/lines of business and ensure operational readiness for onboarding.
• Facilitate product launches including ETFs and mutual fund structures and management of changes.
• Coordinate mergers, restructures, or closures of products.
• Collaborate with Institutional Sales and Client Relations to provide a best-in-class onboarding experience.
• Project manage complex client transactions across the client lifecycle with planning, tracking, and reporting.
• Build internal relationships to understand sales pipelines and partner business processes.
• Develop timelines and manage multiple deliverables with sponsors, clients, and partners.
• Lead external vendors and service providers to ensure timely processing of client events.
• Serve as main internal contact for the onboarding platform and product launches.
• Outline product structures with external vendors and manage costs for launches.

Skills

Operational excellence

Stakeholder collaboration

Project coordination

Attention to detail

Strong communication

Onboarding experience

Problem solving

Adaptive learning

Education

Bachelor’s Degree in Accounting/Finance

Tools

CRM systems

Investment operations platforms

Job description

Your opportunity

• Partner with the Product team on new products/lines of business. Ensure understanding of operational requirements in order to facilitate setup with internal/external partners


• Facilitate various product launches – ETFs, ’40 Act mutual funds, commingled pools, CIT (Collective Investment Trust), SMA (separately managed accounts),etc.


• Facilitate subsequent changes (mergers, restructures, etc.) or closures of such products


• Collaborate with our Institutional Sales and Client Relations teams and engage directly with Institutional Clients to provide a best in class client experience throughout the onboarding process


• Project manage complex client transactions, including new account onboarding, in-kind transfers, closures and alterations to existing client mandates across the client lifecycle. Specific project management duties include detailed planning, status tracking, monitoring and reporting, stakeholder communication, chairing meetings, resolving issues, etc.


• Build relationships internally to successfully understand and have a view into sales pipelines as well as understand partner business processes and how they impact onboarding


• Develop the strategy for managing timelines for concurrent projects with multiple deliverables with the business sponsor, client, and other internal/external partners


• Manage and coordinate various project work streams with partners from across the organization (Legal, Compliance, Investment Team, Sales and Client Relations, etc.) and be ultimately responsible for the successful delivery of sophisticated account onboardings and client changes


• Lead external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events. Ensure events are processed successfully within agreed upon timelines


• Serve as main point of contact within the organization for global system used internally to facilitate client account onboarding and subsequent events as well as product launches


• Work with external vendors to outline product structures, establish costs and facilitate product launches


• Facilitate selection and ongoing due diligence of vendors for private fund suite


• Ensure a strong control environment exists around department processes


• Build and maintain department procedures and documentation


• Carry out other duties as assigned

What to expect when you join our firm

• Hybrid working and reasonable accommodations


• Generous Holiday policies


• Paid volunteer time to step away from your desk and into the community


• Support to grow through professional development courses, tuition/qualification reimbursement and more


• All-inclusive approach to Diversity, Equity and Inclusion


• Maternal/paternal leave benefits and family services


• Complimentary subscription to Headspace – the mindfulness app


• Discounted membership to ClassPass and other health and well-being benefits


• Unique employee events and programs including a 14er challenge


• Complimentary beverages, snacks and all employee Happy Hours

Must have skills

• Bachelor’s Degree in Accounting/Finance and/or equivalent relevant industry experience


• Five plus years mutual fund/financial services operational experience required


• Operational knowledge of requirements and the process for onboarding, offboarding and making changes for investment management clients across business segments


• Solid understanding of Investment Operations. Middle Office experience is preferred


• Experience reviewing Investment Management Agreements (IMA) or similar agreements


• Ability to simultaneously partner and collaborate with a variety of business partners – Sales, Investment Team, Client Relationship Managers, Legal, Compliance, etc.


• Familiarity with various account structures and legal documentation required to establish new accounts


• Extensive knowledge of investment strategies and markets (fixed income, alternatives, asset allocation, currency hedging, etc.). Additionally, have knowledge of various security types (derivatives, forwards, etc.), operational components and agreements necessary to trade in such instruments


• Detailed understanding of the trading process and the impact of account events that affect that process (e.g. TIK, etc.)


• The ability to learn concepts and principles and apply them critically across a wide variety of scenarios in a fast-paced environment


• Ability to resolve complex problems positively and professionally

Nice to have skills

• Excellent interpersonal, decision making and analytical abilities


• Ability to balance multiple large scale projects with various inputs and changing requirements


• Strong oral and written communication skills, including experience crafting and delivering presentations to senior management and larger audiences


• Ability to work independently as well as in a team environment

Supervisory responsibilities

• No

Potential for growth

• Mentoring


• Leadership development programs


• Regular training


• Career development servicesContinuing education courses

Compensation Information

The base range for this position is $95,000 – $105,000. This is estimated for this role. Actual pay may be different. This role will remain open through August 15, 2026.

Tagged as: Hybrid