Project Manager (Client Delivery)

As a Project Manager (Client Delivery) at Vestmark, your primary responsibilities include leading client implementations, upgrades, and conversions, creating and enforcing project scopes, and timelines, and managing both risks and issues throughout the project lifecycle. You will communicate regularly with clients, maintain strong relationships, and ensure project goals align with client expectations.

To qualify for the Project Manager (Client Delivery) position at Vestmark, candidates should have 3-5 years of project management experience, ideally with a focus on delivering mission-critical systems. Client-facing experience, strong communication skills, and familiarity with project management tools like Jira and MS Project are also essential.

Essential skills include excellent communication, negotiation, and interpersonal abilities. A successful Project Manager (Client Delivery) at Vestmark also needs to possess creativity, risk assessment skills, and the capability to collaborate with cross-functional teams to resolve any challenges that may arise during a project.

While broad project management skills are vital, familiarity with the Wealth Management industry, especially concerning Investment Trade/Order Lifecycle and Separately Managed Accounts (SMAs), is preferred for the Project Manager (Client Delivery) role at Vestmark. This knowledge can significantly enhance your effectiveness in the position.

The Project Manager (Client Delivery) role at Vestmark typically requires a Bachelor’s degree in Computer Science, Engineering, Business Administration, or a related field. This educational background lays the foundation for the analytical and organizational skills needed in project management.

When managing multiple client implementations, prioritization hinges on understanding each project's urgency and impact. I typically use project management tools to outline tasks, set deadlines, and assess dependencies. Regular check-ins with stakeholders help me keep the lines of communication open and ensure that priorities align with client needs and expectations.

My approach to risk management involves identifying potential risks during the planning phase and maintaining a risk register throughout the project lifecycle. I collaborate with my team to develop mitigation strategies and continuously monitor risks, adjusting our approach as necessary. Open communication with clients also helps manage expectations if issues arise.

When conflicts arise, I prioritize addressing them promptly and professionally. I initiate a discussion with the involved parties to understand each viewpoint, striving for a solution that aligns with our project goals and maintains relationships. My approach emphasizes open communication and collaboration, aiming for a positive outcome.

I find tools like Jira and MS Project highly effective due to their capability to facilitate collaboration, track progress, and manage workflows. These tools provide visibility to all stakeholders, which is crucial in a project management role as it helps keep everyone informed and engaged throughout the project lifecycle.

In a previous project, we faced tight deadlines and shifting requirements from the client, which created significant challenges. I overcame these by implementing agile methodologies that allowed flexibility in our approach and maintaining clear communication with the client to set realistic expectations. Regular retrospectives also helped the team adapt quickly to the evolving requirements.

Meeting client expectations starts with understanding their goals and objectives up front. I maintain regular communication throughout the project to provide updates and gather feedback, which allows me to adjust our project plan proactively. Additionally, I believe in building strong relationships based on trust, ensuring clients feel valued and heard.

In leading project meetings, I follow a structured approach that ensures all essential topics are covered while also allowing for open dialogue. I prepare an agenda in advance, encourage participation from all team members, and make it a point to summarize action items and next steps at the end of the meeting, which helps keep everyone aligned.

I believe in the power of structured documentation. I use project management tools to log progress and milestones while also compiling regular status reports for stakeholders. This documentation provides a clear record of our achievements and any deviations, which is vital for accountability and retains institutional knowledge.

My negotiation style is collaborative and transparent. I focus on understanding the interests and concerns of all stakeholders, aiming to build a solution that is mutually beneficial. Effective negotiation often requires flexibility and the willingness to explore creative solutions, and I strive to create an atmosphere where all parties feel respected and valued.

Key metrics for project success typically include adherence to the project timeline, budget compliance, and client satisfaction. I also assess team engagement and the quality of deliverables. These metrics provide a balanced view of success and allow me to recognize areas for improvement in future projects.