Senior PM — Financial Services Implementations & Delivery

Jobtailor; Illinois; On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior Project Manager for complex implementations in the US financial services sector. You will lead cross-functional teams across internal, client, and third-party resources to deliver on-time, high-quality solutions.

You will manage budgets, drive continuous service improvements, and serve as the trusted client liaison through transitions from sales to delivery and into steady-state servicing. Strong communication and PM tools proficiency are essential.

Qualifications

• 8+ years of project management and implementation experience with external clients.
• Experience in Asset Management, Market Data or Insurance space.
• Securities or financial markets experience.
• Expert proficiency with Jira, Excel, Monday.com and Salesforce.

Responsibilities

• Identify and finalize project/implementation scope
• Develop detailed implementation plans including internal, client and third-party resourcing
• Manage and coordinate internal, client and third-party resources to ensure successful, on-time, quality implementations
• Generate weekly status reports and hold weekly status meetings with clients and project teams
• Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management
• Manage and report on implementation budgets
• Seek out, recommend, and implement continuous service improvements
• Serve as a trusted relationship manager responding to client inquiries and ensuring successful transition to the steady-state servicing team
• Bridge Client Servicing, Sales, and Development teams
• Run multiple simultaneous implementations with minimal oversight
• Lead transitions from Sales to Global Delivery before project kick-off and from Global Delivery to Client Services upon implementation

Skills

JIRA

Excel

Monday.com

Salesforce

SaaS familiarity

Project management

Investment accounting knowledge

IRR calculations

Budget management

Matrix reporting experience

Communication skills

Attention to detail

Cross-functional leadership

Financial services industry

Asset Management experience

Market data / Securities experience

Education

Bachelor’s in Finance

Master's in Accounting

Tools

Microsoft Office Suite

Job description

Jobtailor is seeking a senior Project Manager for complex implementations in the US financial services sector. You will lead cross-functional teams across internal, client, and third-party resources to deliver on-time, high-quality solutions.

You will manage budgets, drive continuous service improvements, and serve as the trusted client liaison through transitions from sales to delivery and into steady-state servicing. Strong communication and PM tools proficiency are essential.