Sr. Program Manager

About the role

The Program Manager is responsible for identifying and finalizing project/implementation scope. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.

Responsibilities

• Identifies and finalizes project/implementation scope
• Develops detailed implementation plans including internal, client and third-party resourcing
• Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan
• Generates weekly status reports, holds weekly status meetings with client and project team
• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management
• Manages and reports on budget for implementations
• Seeks out, recommends, and implements continuous service improvements within the project timeline (and future projects)
• Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation
• Serves as a trusted relationship manager ensuring timely, accurate, and thorough responses to all client inquiries
• Acts as the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team
• Ability to run multiple simultaneous implementations with minimal oversight

Required Skills

• Expert technical skills in JIRA, Excel, Clarizen and Salesforce
• Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc.)
• Project management in a matrix reporting environment
• Investment accounting and reporting knowledge
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
• 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

Qualifications

• Bachelor's and/or master's in finance or accounting
• 7+ years of relevant project management and implementation experience working with external clients
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space
• Consulting experience
• Securities or financial markets experience
• Experience managing a team essential (7-15 people)