InvestCloud, Inc.

Senior Project Manager

InvestCloud, Inc. Geneva, Geneva, Switzerland

Financial Services · 1,001-5,000 employees

5 h ago
project-manager Principal (10+ yrs) Full-time Switzerland
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About the role

The Senior Project Manager will drive the delivery and implementation of client portfolios while managing product roadmaps and technical configurations. They are responsible for coordinating with internal and external teams to ensure project objectives are met within budget and regulatory requirements.

What they look for

Project management Software implementation Financial services Business analysis Agile methodology SDLC SQL Wealth management Private banking Client relationship management Technical design Requirements gathering Product roadmaps Quality assurance Leadership Consultative skills

Requirements

Candidates must have at least 10 years of experience in financial services software delivery and a bachelor's degree in Business or Computer Science. Strong expertise in SDLC methodologies, client-facing roles, and wealth management domain knowledge is required.

Full description

How you will provide meaningful contributions:

  • Drive delivery and implementation of client portfolio/program(s), providing a high-level of client service, technical expertise and expert portfolio, program, and project management experience.
  • Work on a wide variety of key project tasks such as business analysis, project management, technical design and requirements gathering in relation to fee billing and revenue management.
  • Responsible for the development and execution of product roadmaps.
  • Liaise with customers to identify, develop, and document business needs.
  • Create and present proof of concept solutions to business needs.
  • Coordinate and document technical installation of the application.
  • Work with the client's technical teams in delivery management and technical configuration.
  • Build, test and deliver SQL scripts, queries, and stored procedures.
  • Extract and document clear functional and technical requirements according to SDLC procedures.
  • Provide quality assurance testing to client customizations and product enhancements.
  • Analyze, resolve, and manage support issues, adhering to client specific Service Level Agreements.
  • Effectively manage, delegate, and communicate project objectives to internal teams while producing timely results.
  • Build effective team relationships with enthusiasm, patience, a positive attitude, and adaptability.
  • Adherence to budgets, policies, and company and regulatory requirements.
  • Coordinate troubleshooting/issues with engineering and development.
  • Knows Agile methodology and can plan and run sprint ceremonies and refinement sessions.
  • Perform other job duties as assigned.

Basic Qualifications for Consideration:

  • A. or B.S. in Business, Computer Science.
  • 10+ years of experience in Financial Services software delivery, client-facing role.
  • 10+ years of experience with software implementation projects.
  • Experience working with various SDLC methodologies such as Waterfall, Agile, SAFe, and Hybrid models with a product-centric focus.
  • Minimum 5 years of management experience.
  • Strong client focus with a confident and professional presentation.
  • Analytical skills to assess client business needs, identify solutions, and manage requirements across multiple projects with a strong ability to multi-task.
  • Excellent communication (written and verbal) skills to facilitate client and team discussions, presentations, and meetings and accurately document requirements.
  • Strong leadership, relationship management and consultative skills to lead collaborative work sessions within and among various internal and external teams.
  • Ability to focus on deadlines and deliverables.
  • Private Banking / Wealth Management knowledge with a focus on Front Office Transformation, Compliance, and CRM / CLM / Onboarding.
  • German or French language proficiency is a plus.
  • Travel approx 10%

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