Project Manager – PMO/Transformation Office

Gen II Fund Services; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Hybrid work schedule

Job summary

A leading fund administration provider is seeking a Project Manager to serve as the primary liaison between the company and its clients. This role requires managing client relationships, delivering project-specific solutions, and overseeing data remediation efforts. The ideal candidate will have over 3 years of project management experience, preferably in technology and data projects within the financial services sector. Candidates should possess strong client engagement skills, risk management abilities, and a Bachelor's degree. Competitive compensation includes a salary range of $90,000 - $120,000 along with benefits.

Qualifications

• 3+ years of project management experience with client-facing roles.
• Proven track record managing complex technology and data projects in financial services.
• Strong risk management skills and ability to mitigate project risks.

Responsibilities

• Act as the primary client point of contact for project-related communications.
• Lead end-to-end management of client-specific projects.
• Monitor project progress and address risks, issues, and changes.

Skills

Project management

Client relationship management

Technology projects

Data remediation

Risk management

Education

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

PMP certification

Job description

Overview

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe.

With 13 offices and more than 1,700 employees in 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 role

The Project Manager serves as the primary liaison between Gen II Fund Services and our clients for project initiatives and client services 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

Data Remediation & Technology Enablement

• 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

Ideal background

Core Experience Requirements

• 3+ years of project management experience with experience 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 two (2) days a week in our New York or Denver office and three (3) days remotely.

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