FinTech Onboarding & Delivery Lead

Vrc; Yardley (Bucks County); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability

Health Savings Account

Dependent Care Reimbursement

Commuter Benefits

401k match

Voluntary insurance options

Job summary

VRC is seeking a FinTech Onboarding & Delivery Project Manager to lead client onboarding and cross-functional DataFlow initiatives. You will unite valuation, data, technology, and client-service teams from scoping to launch, while refining repeatable onboarding processes.

You will drive readiness, manage priorities, and communicate clearly with senior leaders to keep initiatives moving and well-documented.

Qualifications

• 3 to 5 years of hands-on project-management, implementation, or delivery experience coordinating work across multiple teams.
• Experience coordinating onboarding lifecycle from intake through launch and stabilization.
• Strong written and verbal communication for senior leadership.
• Experience coordinating cross-functional stakeholders including business, IT, data, and valuation teams.

Responsibilities

• Lead onboarding efforts from intake through launch, stabilization, and handoff with aligned activities.
• Build and maintain onboarding plans with milestones, owners, dependencies, and follow-ups.
• Keep teams aligned on priorities, capacity, risks, and acceptance criteria.
• Coordinate stakeholders across business, valuation, technology, data, and client services.
• Document decisions, set due dates, and track assumptions and changes.
• Run working sessions and readiness reviews; provide concise leadership updates.
• Manage risks and issues from identification to closure; escalate as needed.
• Coordinate readiness, acceptance activities, and handoff to appropriate teams.
• Improve onboarding playbooks and training materials from lessons learned.

Skills

Project management

Cross-functional coordination

Communication skills

Stakeholder management

Risk management

Education

PMP

CAPM

PMI-ACP

Bachelor's degree

Job description

VRC is seeking a FinTech Onboarding & Delivery Project Manager to lead client onboarding and cross-functional DataFlow initiatives. You will unite valuation, data, technology, and client-service teams from scoping to launch, while refining repeatable onboarding processes.

You will drive readiness, manage priorities, and communicate clearly with senior leaders to keep initiatives moving and well-documented.