Project Manager

Gen II; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Hybrid work schedule

Job summary

Gen II Fund Services, LLC in Boston, MA, is seeking a Client Facing Project Manager to lead complex technology and data remediation initiatives for global clients. You will be the primary liaison, shaping project plans, timelines, and deliverables while maintaining strong client relationships.

The role demands 4+ years in project management, with a track record in financial services. You will coordinate IT, operations, and data teams, manage budgets and risks, and present updates to executives.

Qualifications

• Bachelor's degree in Business, Finance, IT, or related field.
• PMP certification strongly preferred.
• Experience with Agile, Change Management, or Data Management a plus.

Responsibilities

• Serve as the primary client point of contact for all project-related communications and escalations.
• Lead end-to-end management of client-specific projects including technology enablement and data remediation initiatives.
• Develop project plans with milestones, dependencies, and resource allocations.

Skills

Project management

Client relationship

Stakeholder mgmt

Risk management

Change management

Leadership

Education

Bachelor's degree in Business/Finance/IT

PMP certification

Job description

Who is Gen II?

With more than 1,900 employees in offices across the U.S., Canada, the UK, and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

The Client Facing Project Manager serves as the primary liaison between Gen II Fund Services and our clients for complex project initiatives and transformation efforts. This role combines traditional project management expertise with client relationship management, focusing on delivering client-specific solutions, technology enablement projects, and data remediation efforts. You'll be the trusted point of contact who ensures seamless project execution while maintaining strong client relationships and managing expectations throughout the project lifecycle.

What you’ll be doing

Client Engagement & Relationship Management

• Serve as the primary client point of contact for all project-related communications and escalations


• Conduct regular client meetings, status updates, and steering committee presentations


• Manage client expectations through clear communication of project scope, timelines, and deliverables


• Build and maintain strong relationships with client stakeholders at all levels


• Facilitate client requirement gathering sessions and translate business needs into actionable project plans

Project Delivery & Execution

• Lead end-to-end management of client-specific projects including technology enablement and data remediation initiatives


• Develop comprehensive project plans with clear milestones, dependencies, and resource allocations


• Coordinate cross-functional teams including IT, Operations, Data Management, and Business Units


• Monitor project progress and proactively address risks, issues, and scope changes


• Ensure projects are delivered on time, within budget, and meet quality standards as set forth by the PMO


• Oversee complex data remediation projects ensuring data integrity and compliance requirements


• Manage technology enablement initiatives that enhance client service delivery capabilities


• Collaborate with technical teams to implement system enhancements and integrations


• Ensure proper testing, validation, and documentation of all technical deliverables

Stakeholder Management & Communication

• Provide comprehensive project reporting to clients, internal leadership, and executive stakeholders


• Manage vendor relationships and third-party integrations as required for project success


• Interface with Business Unit Leaders and Finance teams for ROI analysis and cost management


• Escalate critical issues appropriately while maintaining client confidence

The ideal background for this role:

Core Experience Requirements

• 4+ years of project management experience with at least 2 years in client-facing roles


• Proven track record managing complex technology and data projects in financial services


• Experience with global fund administration or asset management operations preferred


• Strong background in data remediation, system implementations, and process improvement initiatives, preferred


• Strong risk management skills with ability to anticipate and mitigate project risks


• Experience with change management and user adoption strategies

Leadership & Communication

• Exceptional client relationship management skills with experience managing C-level stakeholders


• Strong presentation and communication skills for both technical and non-technical audiences


• Experience leading cross-functional teams and managing competing priorities


• Demonstrated ability to influence without authority and build consensus across diverse stakeholder groups


• Must demonstrate exceptional emotional intelligence and ability to manage difficult client situations

Educational & Professional Qualifications

• Bachelor's degree in Business, Finance, IT, or related field


• PMP certification strongly preferred


• Additional certifications in Agile, Change Management, or Data Management a plus

Technical & Industry Knowledge

• Experience with financial data management, reconciliation processes, and data quality frameworks. preferred


• Ability to assess technical feasibility and provide realistic timelines for complex data projects

The salary range for this position is $90,000 - $120,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.