FinTech Onboarding & Delivery Project Manager

VRC (Valuation Research Corporation); Milwaukee (WI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401k match program

Flexible time off

Career growth opportunities

Job summary

VRC is seeking a Project Manager to coordinate client onboarding and DataFlow initiatives across valuation, business, data, technology and client-service teams. You will turn complex work into practical plans and drive initiatives from scoping through launch and handoff.

This role emphasizes building onboarding plans, tracking milestones, managing risks, and ensuring readiness for production support. You will work with senior leadership to provide concise updates and help improve onboarding

Qualifications

• Experience coordinating an onboarding lifecycle from intake through launch and stabilization.
• Strong written and verbal communication for senior leadership updates.
• Familiarity with project-planning, work-management, documentation, and reporting tools.
• Ability to manage coordination and follow-through without taking over decisions.

Responsibilities

• Lead onboarding efforts from intake through launch, stabilization, and handoff, aligning business, data, configuration, testing, and user readiness.
• Build and maintain onboarding plans with activities, owners, milestones, dependencies, and follow-up actions.
• Keep the project team aligned on priorities, capacity, risks, blockers, acceptance criteria, and changes.
• Coordinate stakeholders across business, valuation, technology, data, and client-services; define responsibilities and handoffs.
• Document decisions, assumptions, and due dates; track change impact on timing and priorities.
• Lead focused working sessions, readiness reviews, and issue-resolution discussions; deliver concise leadership updates.
• Drive risks and issues from identification through escalation and closure; manage readiness and launch decisions.

Skills

Project coordination

Cross-functional collaboration

Communication skills

Documentation

Risk management

Education

Bachelor's degree or equivalent

PMP, CAPM, or PMI-ACP certification (plus)

Job description

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have deliveredvaluation and financial opinionsfor M&A transactions and the financial and tax reporting requirements ofFortune 500 companies, private equity firms and their portfolio companies, and more.We welcome you to learn moreabout us.

About this role:

This role will lead the coordination of client onboarding and cross-functional DataFlow initiatives. The Project Manager will bring valuation, business, data, technology, and client-service teams together, turn complex work into practical plans, and keep initiatives moving from initial scoping through launch and handoff. The role will also help establish repeatable processes as DataFlow grows.

What you will do:

• Lead each onboarding effort from initial intake through launch, stabilization, and handoff, ensuring the business, data, configuration, testing, and user-readiness activities come together at the right time.
• Build and maintain the onboarding plan, including activities, owners, milestones, dependencies, and follow-up actions.
• Keep the project team aligned on current priorities, available capacity, open 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 the effect on timing and priorities, and update the plan after a change is 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.

What you will need:

• 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.

What we offer you:

• Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
• Generous time off/flexible work arrangements
• Growth- VRC is growing, and so can your career
• Reimbursement for admission fees and study material for professional designations
• For more information on our various benefit offerings visit our Careers page

Our Commitment to Diversity & Inclusion

VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email [e-mail].