FinTech Onboarding & Delivery Lead

Valuation Research Corporation; Milwaukee (WI); Hybrid; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical/Dental/Vision, Life Insurance,

Flexible time off, generous benefits

Professional development support

Zusammenfassung

Valuation Research Corporation seeks a FinTech Onboarding & Delivery Project Manager to lead client onboarding and cross-functional DataFlow initiatives. You will coordinate valuation, business, data, technology, and client-service teams from scoping through launch and handoff, building repeatable processes as DataFlow grows.

The role requires 3–5 years of multi-team project management, strong communication, and ability to manage priorities across parallel workstreams.

Qualifikationen

• 3 to 5 years of hands-on project-management, implementation, or delivery experience coordinating work across multiple teams on technology, analytics, financial-services, valuation, or business-transformation initiatives.
• Experience coordinating an implementation or onboarding lifecycle from intake through launch and stabilization.
• Experience managing priorities, dependencies, risks, and readiness across parallel workstreams.
• Strong written and verbal communication skills, including concise updates for senior leaders.
• Experience coordinating business subject-matter experts, developers, IT, data teams, and other cross-functional stakeholders.
• Working knowledge of software delivery, issue triage, testing, change management, and release readiness.
• Experience using project-planning, work-management, documentation, and reporting tools.
• Ability to manage coordination and follow-through without taking over business, valuation, product, data, or technical decisions.
• Ability to create a workable structure and keep delivery moving when information is incomplete or priorities are still being resolved.
• Familiarity with financial modeling or valuation workflows is a plus.
• Project-management certifications such as PMP, CAPM, or PMI-ACP is a plus.
• Current authorization to work in the United States without the need for visa sponsorship now or in the future.

Aufgaben

• Lead onboarding efforts from intake through launch, stabilization, and handoff, ensuring business, data, configuration, testing, and user-readiness activities come together on time.
• Build and maintain the onboarding plan with activities, owners, milestones, dependencies, and follow-up actions.
• Keep the project team aligned on priorities, capacity, risks and blockers, acceptance criteria, and approved changes.
• Bring together business, valuation, technology, data, client-service, and other stakeholders; clarify responsibilities and handoffs; and follow up on commitments.
• Identify who is responsible for each decision, set due dates, and maintain a clear record of decisions and assumptions for the project team.
• Review proposed changes with the people accountable for the work, explain timing effects, and update the plan after changes are approved.
• Lead focused working sessions, readiness reviews, and issue-resolution discussions, and provide concise, decision-oriented updates to leadership.
• Drive risks and issues from identification through assessment, ownership, escalation, resolution, and closure.
• Coordinate readiness and acceptance activities, document the launch decision and any exceptions, and ensure remaining work is assigned, closed, or formally transferred to the appropriate support or operating team.
• Use lessons from completed implementations, recurring issues, and stakeholder feedback to improve onboarding playbooks, templates, readiness checklists, and training materials.

Kenntnisse

Project management

Cross-functional coordination

Stakeholder management

Communication skills

Risk & issue management

Planning & scheduling

Requirement gathering

Process improvement

Financial services domain

Valuation workflows knowledge

Ausbildung

PM certifications (PMP, CAPM, PMI-ACP)

Tools

PM software

Issue tracking tools

Jobbeschreibung

Valuation Research Corporation seeks a FinTech Onboarding & Delivery Project Manager to lead client onboarding and cross-functional DataFlow initiatives. You will coordinate valuation, business, data, technology, and client-service teams from scoping through launch and handoff, building repeatable processes as DataFlow grows.

The role requires 3–5 years of multi-team project management, strong communication, and ability to manage priorities across parallel workstreams.