Project Manager (Client Delivery)

As a Project Manager in Client Delivery at Vestmark, you will lead client implementations, oversee system upgrades and conversions, and manage project scope, schedules, and timelines. You'll identify risks and collaborate with cross-functional teams to resolve issues, all while maintaining strong relationships with external stakeholders and ensuring smooth project execution.

The ideal candidate for the Project Manager role at Vestmark should have 3-5 years of project management experience, preferably in delivering mission-critical systems. Strong communication, negotiation skills, and experience in client-facing roles are essential. Additionally, familiarity with project management tools such as Jira and MS Project is preferred.

The Project Manager contributes to client success by leading the delivery of strategic projects, communicating effectively with clients, managing expectations, and ensuring high-quality results. Engaging with stakeholders and maintaining alignment on project progress is key to fostering trust and delivering exceptional client experiences.

While not strictly necessary, knowledge of the Wealth Management industry, specifically regarding Investment Trade/Order Lifecycle and Separately Managed Accounts (SMAs), is preferred for the Project Manager position at Vestmark. This expertise can enhance your ability to effectively manage projects and connect with clients.

The Project Manager at Vestmark should embody core values such as 'We Before Me,' promoting teamwork; 'Positive Energy,' fostering a vibrant workplace; 'Knowledge Explorer,' encouraging continuous learning; and 'Own It,' taking accountability for project outcomes. These values drive our culture and enhance client relationships.

When asked about your client project management experience, share specific examples of projects you’ve led, detailing your role and the impacts achieved. Highlight your communication skills and how you fostered relationships with clients, ensuring their needs were met throughout the project lifecycle.

To answer this, discuss your methodology for creating project plans, including defining scope and timelines. Then, describe how you assess risks, prioritize them, and implement mitigation strategies, showcasing your proactive approach to minimizing obstacles that might hinder project success.

In your response, mention specific tools such as Jira, MS Project, or Aha!, and describe how you’ve used them in previous roles. Emphasize your ability to adapt to new tools and how these applications contribute to project tracking and team collaboration.

Discuss your communication strategy, including regular updates and check-ins with stakeholders. Provide examples of how you tailor communication styles to suit different audiences and maintain transparency throughout the project to keep everyone engaged and informed.

Here, narrate a specific challenge you faced during a project, detailing the steps you took to analyze the situation and develop a solution. Highlight your negotiation skills and the collaboration with your team to resolve the issues that led to a successful project completion.

Share your methods for setting clear expectations, such as outlining project goals upfront and providing regular status updates. Explain how proactive communication helps address any concerns and adjust client expectations throughout the project's duration.

Discuss the importance of teamwork in project management. Emphasize your collaborative approach, how you build trust within the team, and how you leverage individual strengths to achieve collective project goals, demonstrating your commitment to collective success.

Describe the key metrics and KPIs you track to measure project success, such as client satisfaction, adherence to timelines, and budget management. Explain how you gather feedback post-project to continually improve your approach.

Talk about your commitment to continuous improvement, including seeking feedback after every project and learning from both successes and failures. Highlight your willingness to adapt processes and implement best practices to enhance future project performance.

In your response, describe your conflict resolution strategy, which may include active listening, understanding different perspectives, and focusing on finding common ground. Share an example of how you effectively resolved a conflict to keep the project on track.