Senior Project Manager, Customer Experience

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Oversee the full implementation of Ridgeline enterprise cloud software for clients in investment management.

• Establish and deliver the agreed scope of services while managing projects effectively.

• Set project objectives, define scope, allocate resources, and establish timelines.

• Inspire and guide project teams, delegate tasks, and foster collaboration.

• Act as the main point of contact for stakeholders, communicate effectively, and manage expectations.

• Monitor project budgets, ensure cost-effectiveness, and track financials.

• Guarantee that project deliverables align with quality standards and stakeholder needs.

• Identify potential project risks, formulate mitigation strategies, and address issues as they arise.

• Evaluate project outcomes, analyze performance metrics, and report findings to stakeholders.

• Perform essential project tasks directly when necessary.

• Willingness to travel domestically 25–50% of the time.

⛳️ Requirements

• Must have authorization to work in the United States without requiring employer sponsorship.

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field.

• Over 5 years of experience in leading software implementations for investment management in a client-facing role.

• Knowledge of the investment management sector, including front office and back office systems, workflows, and processes such as portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting.

• Experienced Project Management professional with a strong track record; skilled in coordinating both functional and technical resources.

• Capable of working independently with minimal supervision and guidance.

• Highly organized with exceptional time management skills and the ability to juggle competing priorities with a proactive approach.

• Demonstrated ability to quickly learn new software technologies.

• Strong interpersonal skills with the ability to cultivate relationships with both internal and external stakeholders, including senior leadership.

🏝️ Benefits

• Company Stock Plan, in accordance with the applicable Stock Option Agreement.

• Unlimited vacation policy.

• Educational reimbursement program.

• Wellness reimbursement benefits.

• Employee insurance plans at no cost.

• Opportunities for career growth and advancement.