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About the Role

This is a high impact, hands-on leadership role responsible for managing complex projects in the investment trading space, ranging from medium-sized implementations to large multi-million-dollar projects. The role also contributes to the Project Management Practice at Charles River through various initiatives, providing oversight, analysis, and feedback to clients, stakeholders, and senior management.

Responsibilities

Develop and implement Project Management processes and policies.
Direct project management staff.
Work with other department leaders to define, prioritize, and develop projects and programs.
Track the efficacy of various initiatives and implement appropriate reporting and metrics.
Drive effective and impactful communication related to program activity.
Serve as a key point person for the program team and partner for key stakeholders.
Ensure active management of ongoing issues/risks/decisions.
Maintain processes to ensure project management documentation, reports, and plans are relevant, accurate, and complete.
Support overall firm goals and strategic initiatives.
Manage and control the project plan and remain within budget.
Liaise with project stakeholders to ensure their expectations are met.
Oversee the management of scope, schedule, cost, quality, and resources for large client implementations.
Proactively monitor and mitigate issues and risks.
Manage to milestones, understand critical path, and effectively communicate status at all levels.
Drive and facilitate project review processes at the management level.
Ensure appropriate team issues are elevated to management in a timely manner.
Chair formal or ad hoc internal management processes regarding project decision points and/or project issue resolution.
Advise project managers/implementation managers and their teams on the best use of project management disciplines and approaches.
Act as the first point of contact for any program/project management questions.
Share lessons learned and best practices across programs and projects.
Build relationships with stakeholders to promote efficiency in day-to-day project management processes and practices.
Oversee adherence to processes and best practices.
Improve CRD’s implementation methodology.
Build a library of standard project plans, collateral, and tools mapped to each phase of the implementation methodology.

Requirements

Minimum of 10 years of experience with the implementation of mission-critical financial solutions.
Hands-on experience implementing investment management software, preferably an order management and compliance system, or experience in the implementation of a financial system within a bank, hedge fund, asset manager, or wealth management firm.
Understanding of multi-tier technical architectures and relational database structures.
A strong record of customer service in managing large Implementation efforts.
Must understand customer needs and build effective relationships.
Ability to convey plans, issues, and concerns to clients and team members in a clear, logical, and concise manner.
Ability to influence key decision makers both internally and externally.
Must be customer driven.
Ability to work within a team environment.
Focused on providing a high quality of service to the customer.
Strong time management skills, including the ability to manage multiple projects in parallel.
Strong problem-solving/analytical skills.
Ability to travel to client sites throughout the United States and Canada (30%-50% travel typical, may exceed).

Skills

SQL
FIX
SSRS

Location

United States
Canada

Work Type

Full-time
Onsite

Experience Level

10 years of experience leading Large Program Software Implementations in the Fintech space.

Education Level

Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
Advanced degree or industry certification such as the CFA or CAIA is a strong plus.

Salary/Compensations

$91,000 - $140,500 Annual

Benefits

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

Charles River Development (CRD) became a part of State Street in 2018.
CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds.
Together, State Street and CRD created the first open front-to-back platform - State Street Alpha, launched in 2019.
The Implementation Services group at Charles River Development is looking for an experienced Program/Project Manager.
Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges, and drive performance and profitability.
State Street is committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

Equal Opportunity

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.