Vice President, Investment Management

Chatham Financial; Charlotte (NC); On-site; USD 150,000 - 190,000; Full time

Job summary

Chatham Financial is seeking a Vice President to lead a portfolio of Debt Management client implementations from initiation to completion. You will coordinate milestones, dependencies, and deliverables while partnering with Implementation, Coverage, Client Engagement/Sales, and leadership to deliver a high-quality onboarding experience.

You will establish playbooks and repeatable frameworks, identify risks early, and maintain momentum across a growing pipeline.

Qualifications

• 7–10 years of experience in project management, implementation, client delivery, or related field.
• Proven ability to lead complex projects or client implementations from initiation through completion.
• Strong stakeholder-management and communication skills with cross-functional teams and senior leadership.
• Ability to coordinate multiple stakeholders, priorities, dependencies, and deadlines while maintaining visibility into progress and risks.
• Experience establishing structure, processes, and clear accountability in evolving environments.
• Knowledge of repeatable frameworks, playbooks, and best practices to improve scalable implementation processes.

Responsibilities

• Lead a portfolio of client implementations end to end, coordinating milestones, stakeholders, dependencies, and deliverables.
• Establish structured communication across client contacts and internal teams to ensure consistent onboarding.
• Identify risks, delays, and resource constraints; coordinate with stakeholders to address issues and maintain delivery commitments.
• Develop playbooks and playbooks, creating scalable processes for the broader team.
• Prioritize a dynamic pipeline of client commitments and adjust resources to meet delivery goals.
• Provide clear status updates to clients and leadership, defining decisions and next steps.

Skills

Project management

Stakeholder management

Communication

Leadership

Coordination

Problem solving

Job description

Job Description:Overview:We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.Summary:As a Vice President within Chatham’s Investment Management Operations team, you will drive stakeholder and project management across client onboarding and implementation for our Debt Management product line. You will personally lead a portfolio of client implementations from initiation through completion while helping establish the structure, playbooks, and cross-functional practices that enable Chatham to deliver a consistent, high-quality onboarding experience at scale. Working across clients, Implementation, Coverage, Client Engagement/Sales, and leadership, you will provide clear communication, proactively address risks and dependencies, and help ensure implementations maintain appropriate structure, momentum, and accountability through completion.In this role you will:Lead a portfolio of Debt Management client implementations end to end, coordinating activities, milestones, stakeholders, dependencies, and deliverables through successful completion.Help ensure implementations across the team consistently meet Chatham’s standards for stakeholder communication, project structure, execution, and pace.Proactively identify implementation risks, delays, and resource constraints and coordinate with appropriate stakeholders to address issues and maintain delivery commitments.Establish clear, structured communication across client contacts and internal teams, including Implementation, Coverage, Client Engagement/Sales, and other stakeholders involved in onboarding.Keep internal leaders informed of implementation status, progress, risks, dependencies, and issues requiring additional attention or support.Build playbooks, repeatable frameworks, and project-management practices that establish consistent implementation standards and reduce the need to recreate processes for each client.Prioritize across a dynamic pipeline of client commitments, identifying bottlenecks and adjusting resources and priorities to support effective delivery.Bring clarity to complex or ambiguous situations by defining requirements, responsibilities, decisions, and next steps for clients and internal teams.Identify opportunities to improve implementation processes and translate lessons from individual client engagements into scalable practices for the broader team.Your impact:Create a consistent, efficient, and high-quality onboarding experience that builds client confidence in Chatham and its Debt Management platform.Partner across Investment Management, Implementation, Coverage, Client Engagement/Sales, and leadership to coordinate complex onboarding activities and maintain alignment throughout implementation.Strengthen Chatham’s ability to manage a growing number of concurrent implementations by developing scalable processes, playbooks, and operating practices.Help teams identify and resolve risks and bottlenecks early, supporting Chatham’s ability to meet client commitments while maintaining momentum across the broader implementation pipeline.Improve transparency and accountability by establishing clear communication around project status, priorities, ownership, risks, and next steps.Use insights from client implementations to continuously improve onboarding processes and strengthen the overall client experience.Contribute to Chatham’s long-term ability to significantly expand concurrent onboarding capacity while maintaining high standards for client satisfaction and implementation quality.Contributors to your success:Approximately 7–10 years of experience in project management, implementation, client-facing delivery, or a related field.Demonstrated ability to lead complex projects or client implementations from initiation through completion.Strong stakeholder-management skills, including the ability to communicate clearly and effectively with multiple client contacts, cross-functional internal teams, and senior leadership.Ability to coordinate multiple stakeholders, priorities, dependencies, and deadlines while maintaining visibility into project progress and risks.Demonstrated initiative and ability to identify problems, develop solutions, and drive issues toward resolution.Experience establishing structure, processes, and clear accountability in complex or evolving environments.Ability to identify bottlenecks, prioritize competing commitments, and coordinate resources to support timely delivery.Strong written and verbal communication skills, including the ability to provide concise and actionable project updates to clients and internal stakeholders.Ability to develop repeatable frameworks, playbooks, and best practices that improve consistency and support scalable implementation processes.Experience in consulting, fintech, implementation, client delivery, or a related environment is beneficial; consulting experience is not required.Knowledge of commercial or financial loan structures is preferred.About Chatham Financial:Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.It’s clear ahead.Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.We help guide the way—giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.