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.

Requir ed Skills:

• 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.

Education and Experience:

• 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.