Job Details

Job Summary:

The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.

Additionally, they manage implementation budgets, actively seek opportunities for service improvements, and oversee the transition from Sales to Global Delivery before a project begins and from Global Delivery to Client Services after implementation.

Responsibilities:

• Create and manage detailed project plans for the assigned portfolio.
• Manage and coordinate internal CW, client, and third-party resources for project workstreams.
• Generate weekly status reports and hold weekly status meetings with clients and the project team.
• Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
• Handle project commercials, including revenue recognition forecasts and unbilled bookings.
• Manage and report on resource allocation for the assigned portfolio.
• Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
• Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
• Facilitate a successful transition to the steady-state servicing team.
• Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

• Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
• Implementing large scale programs (multi-location settings a plus).
• Project manage in a matrix reporting environment.
• Track record of delivering projects on time and in budget.
• Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
• Investment accounting and reporting knowledge.
• Client facing work around Change or Change Delivery preferred.
• Exposure to investment accounting, reporting and analytics software solutions.
• Proven track record of delivering projects or workstreams for external clients.
• Expert Technical skills in project management tools.
• Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
• Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

• Bachelor's & master's in finance or accounting.
• 5+ years' relevant experience as Program Manager/Senior Analyst/Workstream Lead/Team Lead.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Consulting experience.
• Securities or financial markets experience.
• Proven experience implementing software solutions in Asset Management and/or Insurance space.