Hybrid Implementation Project Manager

at Advisor360°

• Job title: Implementation Project Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $136,500 - $157,500 per year
• Degree requirement: Bachelor's Degree
• Tech skills: PMP
• Location requirements: Hybrid, Needham, United States

About the role

• Implementation Project Manager at Advisor360° managing client onboarding and project execution. Collaborating with internal teams in a remote or hybrid setting from Needham, MA.

Responsibilities

• Manage the scope, schedule, and budget for multiple active implementation projects within the Implementation Team's portfolio.
• Serve as the primary project lead, coordinating all activities, resources, and tasks pursuant to the project plan.
• Develop and maintain comprehensive project documentation, including project plans, status reports, risk logs, and issue trackers.
• Facilitate regular project steering committee meetings, team stand-ups, and client-facing update sessions.
• Act as the main point of contact for client project management teams, providing timely updates and managing expectations.
• Liaise closely with internal teams to align resources and resolve roadblocks.
• Proactively identify, track, and mitigate project risks and dependencies, escalating issues to leadership when necessary.
• Ensure all project deliverables meet defined quality standards and align with the agreed-upon Statement of Work (SOW).
• Oversee the transition from implementation to post-live client support.

Requirements

• 5+ years of experience managing complex software implementation or enterprise integration projects, preferably in a SaaS environment.
• Proven ability to manage scope, schedule, and budget for multiple concurrent projects.
• Exceptional client-facing communication and presentation skills with experience managing client expectations at various organizational levels.
• Strong knowledge of project management methodologies (e.g., Agile, Waterfall, Hybrid).
• Demonstrated experience coordinating cross-functional technical teams (e.g., Engineering, Architecture, Data).
• Familiarity with the wealth management industry, broker-dealer, or RIA operations is highly preferred.
• Preferred Qualifications: PMP, PRINCE2, or equivalent project management certification.
• Experience in the financial services or FinTech industry.
• Proficiency with project management tools (MS Projects, Monday.com, SmartSheets).
• Familiarity with Google suite of office applications, Confluence, Jira.

Benefits

• Comprehensive health benefits, including dental, life, and disability insurance.
• Unlimited paid time off program.
• Annual performance-based bonuses.
• Opportunity to share in the equity value you create.