Project Manager (Client Delivery)

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. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  #LI-TG1  #LI-Hybrid