Salary
💰 $81,000 - $179,000 per year
About the role
- Lead onboarding and implementation of new clients
- Clearly articulate client business drivers, current state, and service requirements leading to ideal future state
- Create project scope, charter, business requirements, workflows, and other critical artifacts
- Include project planning, design, and implementing tactical and strategic initiatives
- Develop Archer platform expertise, both technical and process workflows
- Foster relationships with clients, internal stakeholders and SMEs
- Lead routine meetings/calls providing project status updates and milestones with all relevant parties
- Ability to hold internal and external stakeholders accountable for deliverables and progress.
- Track projects, tasks, and manage deliverables
- Manage expectations and discussions with various levels of the organization
- Develop detailed implementation plans inclusive of internal and external needs
- Contribute to or create weekly project status reports to internal stakeholders
- Ability to inquire, recommend and implement client requirements within the project timeline as approved by internal project head
- Expected travel minimal, dependent upon client needs
Requirements
- BA / BS in Finance, Accounting, Mathematics, Economics or related field OR the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 5+ years of project management experience in the buy-side investment management industry preferred
- Track record of delivering projects on time and within budget
- PMP designation preferred
- Strong dedication to quality client service
- Excellent verbal, written, and interpersonal skills (internal as well as client facing)
- Ability to handle multiple tasks and work under pressure to meet deadlines
- Ability to articulate Archer’s capabilities and industry best practices as well as make business process improvement recommendations
- Team player, who can also successfully operate independently
- Advanced skills in Excel, PowerPoint, Visio or comparable tool
- Experience using project management software, e.g., Asana
- Self-starter, self-finisher
- Business process improvement & construction of efficient processes
- Strong organizational, analytical, and problem-solving skills with acute attention to detail and technical aptitude
- Experience working under tight timelines, producing accurate results, and mitigating risks