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- Tasks: Lead high-impact projects in Wealth Management, ensuring successful client implementations and upgrades.
- Company: Join Vestmark, a leader in Wealth Management solutions, known for innovation and client success.
- Benefits: Enjoy flexible work options, a supportive culture, and opportunities for professional growth.
- Why this job: Be part of a dynamic team, engage with top clients, and make a real impact in the industry.
- Qualifications: 3-5 years in project management; strong communication and negotiation skills required.
- Other info: Diversity and inclusion are core values at Vestmark; we welcome all applicants.
The predicted salary is between 28800 - 48000 £ per year.
As a Project Manager in Client Delivery at Vestmark, you will be responsible for managing high-impact initiatives with some of the most recognizable firms in the Wealth Management industry. This position requires dynamic leadership, strategic planning, and strong communication skills to successfully deliver client-facing projects.
Role Description:
- You will manage client implementations, complex system upgrades, and conversions for high-profile clients in the Wealth Management space.
- As the Implementation Owner, you will be responsible for ensuring the successful delivery of these projects, leading the development of project plans, risk management strategies, and communication frameworks.
- You will drive the project timeline, mitigate risks, and collaborate with both internal and client teams to overcome obstacles and ensure the project remains on track.
- This is a highly visible, client-facing leadership role that requires creativity, negotiation skills, and the ability to maintain focus and momentum.
- You will be expected to engage with clients confidently, ask the right questions to uncover needs, and build trust with senior stakeholders both internally and externally.
- Additionally, you will contribute to the continuous improvement of client experience and best practices within our Client Delivery organization.
Responsibilities:
- Lead client implementations, upgrades, and conversions from initiation to completion.
- Define and enforce project scope, schedules, and timelines; identify risks, impediments, and deviations, and collaborate with cross-functional teams to resolve them.
- Build and maintain strong relationships with external stakeholders, ensuring alignment and confidence in project progress.
- Regularly communicate project status and manage issues, escalating where necessary to senior management.
- Lead meetings and communicate effectively with clients, presenting progress updates, managing expectations, and ensuring smooth execution of all phases.
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.
Required Experience and Skills:
- 3-5 years of project management experience delivering mission-critical systems (vendor experience is preferred).
- Strong communication, negotiation, and interpersonal skills.
- Experience working directly with clients, managing expectations, and delivering high-quality results.
- Familiarity with project management tools such as Jira, Aha!, MS Project, and Confluence.
Additional Skills:
- Knowledge of the Wealth Management industry, particularly with Investment Trade/Order Lifecycle and SMAs, is preferred.
- Professional in documentation, client presentations, and reporting.
- Ability to set clear expectations and negotiate effectively with both internal teams and clients.
- Willingness to travel (up to 10%) and work extended hours as needed.
Education:
- Bachelor’s degree in Computer Science, Engineering, Business Administration, or a related field.
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Project Manager (Client Delivery) employer: Vestmark, Inc
Contact Detail:
Vestmark, Inc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager (Client Delivery)
✨Tip Number 1
Familiarise yourself with the Wealth Management industry, especially the Investment Trade/Order Lifecycle and SMAs. This knowledge will not only help you understand the projects better but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Showcase your experience with project management tools like Jira, Aha!, MS Project, and Confluence. Be prepared to discuss specific instances where you've used these tools to manage projects effectively, as this will highlight your technical proficiency.
✨Tip Number 3
Practice your communication and negotiation skills. Since this role involves engaging with clients and managing expectations, being able to articulate your thoughts clearly and confidently will set you apart from other candidates.
✨Tip Number 4
Prepare examples of how you've built and maintained strong relationships with stakeholders in previous roles. Being able to share specific stories about overcoming challenges and ensuring project success will resonate well with the hiring team.
We think you need these skills to ace Project Manager (Client Delivery)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant project management experience, especially in client-facing roles. Emphasise your skills in communication, negotiation, and leadership, as these are crucial for the Project Manager position.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the Wealth Management industry and how your experience aligns with the responsibilities outlined in the job description. Use specific examples to showcase your ability to manage high-impact initiatives.
Showcase Relevant Tools Experience: Mention your familiarity with project management tools like Jira, Aha!, MS Project, and Confluence in your application. This will show that you have the technical skills necessary for the role.
Highlight Soft Skills: Since this role requires strong interpersonal skills, make sure to highlight your ability to build relationships with clients and stakeholders. Provide examples of how you've successfully managed expectations and communicated project status in previous roles.
How to prepare for a job interview at Vestmark, Inc
✨Showcase Your Project Management Experience
Be prepared to discuss your previous project management roles in detail. Highlight specific projects you've led, focusing on your leadership style, how you managed timelines, and any challenges you overcame. This will demonstrate your capability to handle high-impact initiatives.
✨Demonstrate Strong Communication Skills
Since this role involves significant client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated with clients and stakeholders in the past, especially during challenging situations.
✨Familiarise Yourself with the Wealth Management Industry
Research the Wealth Management sector, particularly the Investment Trade/Order Lifecycle and SMAs. Understanding industry-specific terminology and trends will help you engage more meaningfully during the interview and show your genuine interest in the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving and negotiation skills. Think of scenarios where you had to manage risks or resolve conflicts within a project. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
