Project Manager

Job Summary

The Project Manager will lead the planning, execution, and delivery of AI initiatives for our clients. They work with engineers, product managers, and business stakeholders to keep projects on time, within scope, and tied to strategic objectives. Financial services experience is required, not preferred: this person should hold their own with advisors, relationship managers, and executives from day one. We’re small and we move fast, so you’ll own delivery from kickoff to launch, work directly with our engineers, and shape how financial institutions put AI to work. The ideal candidate has strong project management experience, excellent communication skills, financial services experience, and an understanding of AI and technology-driven environments.

Key Responsibilities

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• Develop and maintain project plans, schedules, and resource allocations.
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• Engage with existing and new clients to coordinate software deployments and provide training.
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• Coordinate cross-functional teams from multiple companies to keep execution moving.
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• Monitor project progress, identify risks, and implement mitigation plans.
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• Run project meetings, status updates, and stakeholder communications.
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• Track key project metrics and report regularly to leadership.
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• Make sure deliverables meet quality standards, business requirements, and project objectives.
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• Manage changes to scope, timelines, and resources as client needs evolve.
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• Build strong relationships with internal and external stakeholders.
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• Stay current on financial services news and on our existing and planned software products.
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Qualifications

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• Experience in financial services, wealth management, or banking is required.
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• 4+ years of professional project management experience.
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• Hands-on experience managing software or technology projects, such as deployments, integrations, or platform rollouts.
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• Proficiency using AI tools in day-to-day work.
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• Ability to select and use an appropriate project management tool.
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• Strong analytical skills, including the ability to work through technical issues with engineers and explain the fix to clients.
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• Excellent written and verbal communication, including translating technical concepts for non-technical audiences.
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• Professional, polished demeanor with clients, including senior stakeholders.
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• Comfortable moving fast and working across cross-functional and cross-company teams.
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