Client Project Manager leading onboarding and projects for institutional clients in the fintech industry. Managing project lifecycles, risks, and client expectations in a hybrid role.
Responsibilities
Lead, plan, and deliver full onboarding projects for institutional clients from kickoff to go-live.
Define the scope, milestones, tasks, timelines, and resource needs for each onboarding program.
Coordinate with Product Owners, DBAs, DevOps, and Engineers to support data migration, system setup, and integration activities.
Ensure that configuration, validation, and UAT cycles are completed successfully.
Oversee client operational readiness, including user training, documentation handover, and go-live support.
Manage new projects for existing clients (new modules, integrations, enhancements, regulatory updates).
Gather client requirements and translate them into structured project plans.
Collaborate with Product Owners to ensure client needs are incorporated into product backlog and roadmap decisions.
Act as the primary point of contact for client project stakeholders.
Conduct regular project meetings, status reviews, and planning sessions with clients and internal teams.
Requirements
5–10+ years of experience in project management, ideally in client-facing or implementation roles.
Prior experience onboarding institutional clients in fintech, market infrastructure, payments, custody, or asset management is strongly preferred.
Hands-on experience managing technical projects involving system integration, data migration, APIs, or cloud platforms.
Experience with Agile delivery environments and tools (e.g., Jira, Confluence).
Project management certification (PMP, PRINCE2, Agile) is a plus but not mandatory.
Proven track record of managing complex client expectations and delivering high-quality outcomes.
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