What We Are Looking For
Charles River is seeking an experienced Implementation Project Manager. This role is a high‐impact, hands‐on leadership position in the investment‐trading space, managing projects ranging from medium‐sized implementations of up to three workstreams to large multi‐million‐dollar programs. The person will provide oversight, regular analysis, and feedback to clients, key stakeholders, and senior CRD management, support the successful delivery of programs and projects through effective facilitation, tracking, and reporting, and mentor and develop project managers.
Responsibilities
* Develop and implement Project Management processes and policies, direct project management staff, and work with other department leaders to define, prioritize, and develop projects and programs.
* Track the efficacy of various initiatives and help implement the appropriate reporting and metrics to ensure desired results are being achieved.
* Drive effective and impactful communication related to program activity, serving as a key point person for the program team and partner for key stakeholders to ensure active management of ongoing issues, risks, and decisions related to all internal and external activities.
* Maintain processes to ensure project management documentation, reports and plans are relevant, accurate and complete and support overall firm goals and strategic initiatives.
* Manage and control the project plan and remain within budget.
* Liaise with project stakeholders on an ongoing basis to ensure stakeholders' expectations are met.
* For large client implementations oversee the management of scope, schedule, cost, quality, and resources in addition to proactively monitoring and mitigating issues and risks. Manage to milestones, understand critical path, and effectively communicate status at all levels.
* Drive and facilitate project review processes at management level. Ensure appropriate team issues are elevated to management in a timely manner. Chair formal or ad‐hoc internal management processes regarding project decision points and /project issue resolution.
* Assist with advising project managers/implementation managers and their teams on the best use of project‐management disciplines and approaches and act as the first point of contact for any program/project management questions.
* Share lessons learned and best practices across programs and projects, building relationships with stakeholders and to promote efficiency in day‐to‐day project management processes and practices; oversee the adherence to the processes and best practices.
* Improve CRD's implementation methodology and build a library of standard project plans, collateral, and tools that are mapped to each phase of the implementation methodology. This material will collectively serve as an "implementation toolkit" and reside on a collaboration site like Sharepoint.
Qualifications
* Minimum of 10 years of experience with the implementation of mission‐critical financial solutions, ideally hands‐on experience implementing investment‐management software (order‐management and compliance systems). Experience with financial‐systems implementations in a bank, hedge fund, asset manager, or wealth‐management firm is highly valuable.
* Understanding of multi‐tier technical architectures and a strong record of customer service managing large implementation efforts. Must convey plans, issues, and concerns to clients and team members in a clear, logical, and concise manner; influence key decision makers internally and externally. Customer‐driven, able to work within a team, and focused on delivering high‐quality service. Strong time‐management, multiple‐project coordination, and problem‐solving/analytical skills.
Education & Preferred Qualifications
* Four‐year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification (CFA, CAIA) is a strong plus.
* Ten years of experience leading Large Program Software Implementations in the Fintech space.
* Travel: Ability to travel to client sites throughout the United States and Canada. Travel of 30 %‐50 % is typical and may exceed that in some years.
Equal Opportunity Statement
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Job ID: R-787329
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