Sr. Project Manager, International Business

Victory Capital Management; Boston (MA); Híbrido; USD 145.000 - 165.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental benefits

Vision benefits

Flexible PTO

Tuition reimbursement

401k match

Descripción de la vacante

Victory Capital Management in Boston, MA seeks a Sr. Project Manager, International Business to lead global client onboarding, coordinate cross-functional legal reviews, and oversee custom reporting for institutional and retail clients.

The role partners with Legal, Technology, Operations, Product and Investments, reporting to the Director, Head of Client Centricity, Administration & Operations, International Business. Strong PM experience in financial services is required.

Formación

• 5–10 years of project management experience in financial services.
• Experience with project management software (Wrike, Monday.com) and MS Office.
• UCITS experience and/or AI tools in a PM context a plus.
• Strong writing skills, including technical/procedural writing.
• Ability to work independently in a cross-functional environment.
• Effective communication with staff and senior management.

Responsabilidades

• Coordinate, manage and track full lifecycle international client onboarding with cross-functional teams.
• Organize and host onboarding calls with Victory teams and stakeholders.
• Manage review process for International IMAs, amendments, and account documents with Legal and Investments.
• Review agreements across LatAm, Europe and Asia regions for UCITS and institutional mandates.
• Assess new product feasibility and sign-off across stakeholders for international clients.
• Manage bespoke institutional reporting development for large clients worldwide.

Conocimientos

Project management

Cross-functional

Written communication

Interpersonal communication

Independent work

Financial services

Herramientas

Wrike

Monday.com

MS Office

Descripción del empleo

Sr. Project Manager, International Business

Job Category: Sales

Requisition Number: SRPRO001420

• Full-Time
• Hybrid

Locations

Showing 1 location

Boston, MA 02109, USA

Description

Sr. Project Manager, International Business

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

The Sr. Project Manager, International is a key contributor to the continued growth & development of the International Business. This includes managing global client onboarding, coordinating cross-functional legal agreement review, ensuring key deliverables are produced timely and sent to International partners, and overseeing development of custom reporting for both institutional and retail clients.

This position works closely with the International Client Service team, as well as other divisions within the company such as Legal, Technology, Operations, Product and Investments. The Sr. Project Manager liaises with various levels of management both within Victory as well as with global partners externally, to ensure that initiatives are successfully implemented.

You will report to the Director,HeadofClientCentricity,Administration&Operations, International Business.

You Will:

International Client Onboarding

• Coordinate, Manage and Track full-lifecycle International Institutional/Retail client onboarding with cross-functional teams, including Investments, Product, Legal, Operations, Compliance and Client Service,
• Organize & host new client cross-functional onboarding calls with Victory teams & stakeholders.

Agreement Review: International IMAs, Amendments and Account Documentation

• Manage review process in concert with Legal, Client Service and Investments; coordinate with International Client Service team and VCM Legal for thorough document review.
• Review IMAs across Latam, European & Asia-based regions, for UCITS Fund agreements, Institutional Mandates and ad hoc amendments across International Business.

Operational Memorandum & Service Level Agreement (SLA) reviews

• Assess new product feasibility, ensure functional review and sign-off across all VCM stakeholders including mutual funds, separate accounts, ETFs and customized bespoke products for international clients globally.

Bespoke Institutional Reporting

• Project manage development of custom reporting for large institutional clients across global footprint (Central Banks, Pensions, Government Institutions, Corporations and more)
• Identify opportunities to optimize and produce customized reporting and Client Service processes via automation, in concert with use of AI-driven tools and templates.
• Create, maintain & distribute project Dashboards to leadership for ownership and accountability; ensure deliverables are met and sent to key International partners on timely basis.

Client Service Tracker: Inbound International Requests/Issues

• Create & maintain dashboards across Legal, Investment Compliance, Operations, ESG, IT, Institutional reporting and broader organization
• Escalate risks to delivery; identify gaps in firm capabilities and/or resource constraints, as well as opportunities for process improvements and technology automation.

You Have:

• 5-10 years of experience in a project management role within financial services.
• Experience with project management software (e.g. Wrike, Monday.com, etc) and MS Office suite.
• Project management and project methodology experience preferred.
• UCITS and/or experience utilizing AI tools within a project management context, a plus.
• Strong writing skills, including technical and procedural writing experience.
• Ability to work independently; proactively ensuring timely and accurate project deliverables are met within a cross-functional environment.
• Ability to communicate effectively, as this position interacts with various levels of staff and senior management.

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $145,000- $165,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
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.