Client Project Manager

Lead end-to-end onboarding and implementation projects for institutional clients, coordinating data migrations, system setup, integrations, validation, UAT, training, documentation handovers, and go-live support.

Responsibilities

• Lead, plan, and deliver institutional client onboarding projects from kickoff to go-live.
• Define project scope, milestones, tasks, timelines, and resource needs.
• Coordinate data migration, system setup, and integration activities with Product Owners, DBAs, DevOps, and Engineers.
• Ensure configuration, validation, and UAT cycles are completed successfully.
• Oversee operational readiness, including user training, documentation handover, and go-live support.
• Manage new modules, integrations, enhancements, and regulatory-update projects for existing clients.
• Gather client requirements and translate them into structured project plans.
• Align client needs with product backlog and roadmap decisions.
• Act as the primary point of contact for client project stakeholders.
• Conduct project meetings, status reviews, and planning sessions.
• Manage project risks, dependencies, issues, and escalation paths.
• Ensure deliverables meet quality standards before client handover.
• Maintain project documentation, including charters, plans, RAID logs, status reports, and onboarding checklists.
• Improve onboarding frameworks, templates, client engagement playbooks, and implementation practices.
• Coordinate transition from onboarding to BAU support with Client Service.
• Coordinate test windows, test data, and deployment planning with QA and Release Management.
• Support Sales and Pre-Sales during RFPs, demos, and contract scoping.

Requirements

• 5–10+ years of project management experience, ideally in client-facing or implementation roles.
• Experience onboarding institutional clients in fintech, market infrastructure, payments, custody, or asset management is strongly preferred.
• Experience managing technical projects involving system integration, data migration, APIs, or cloud platforms.
• Experience with Agile delivery environments and tools such as Jira and Confluence.
• Strong project management skills and ability to manage multiple complex client projects simultaneously.
• Excellent communication, facilitation, and negotiation abilities with institutional clients.
• Understanding of APIs, integrations, cloud-native platforms, and data migration workflows.
• Knowledge of financial services, fund distribution workflows, or market infrastructure is highly preferred.
• Ability to work cross-functionally with product, engineering, QA, data, and client service teams.
• Proven ability to manage complex client expectations and deliver high-quality outcomes.