Senior Project Manager (Portfolio Management/ Trading systems), VP

Charles River is seeking an experienced Front-Office Implementation Project Manager. This role is a high impact, hands-on leadership role with main responsibility consisting of managing projects in the investment trading space of various complexity ranging from medium sized implementations with up to three workstreams to large multi-million-dollar projects. Additionally, it serves as a source of documentation, guidance, and metrics on the practice of project management and execution and supports the successful delivery of programs and projects through effective facilitation, tracking and reporting.

This role interfaces between end clients, CRD project teams, and senior management working cross-functionally across various levels of the organization. This individual will provide support to Delivery Directors and will mentor and develop project managers in support of the company’s client portfolio.

The Implementation Services group at Charles River Development is looking for an experienced Program/Project Manager that can lead and manage. Responsibilities include:

• 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.
• Maintain processes to ensure project management documentation, reports and plans are relevant, accurate and complete.
• 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.
• Manage to milestones, understand critical path, and effectively communicate status at all levels.
• Drive and facilitate project review process at management level.
• Ensure appropriate team issues are elevated to management in a timely manner.
• Assist with advising project managers/implementation managers and their teams on the best use of project management disciplines and approaches.
• Share lessons learned and best practices across programs and projects.
• Improve CRD’s implementation methodology and build a library of standard project plans, collateral, and tools.

What We Value:

• Minimum of 10 years of experience with the implementation of mission-critical financial solutions.
• Ideally hands-on experience implementing investment management software, preferably an order management and compliance system.
• Understanding of multi-tier technical architectures.
• A strong record of customer service of managing large Implementation efforts.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.

Education & Preferred Qualifications:

• Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
• An advanced degree or industry certification such as the CFA or CAIA is a strong plus.
• Ten years of experience leading Large Program Software Implementations in the Fintech space.
• Travel: The ability to travel to client sites throughout the United States and Canada. Travel of 30%-50% is typical.