Project Delivery Lead, Financial Services
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Job Description
Project Delivery Lead managing financial services projects for Thrive, specializing in technology solutions and client engagement. Requires strong project management skills and experience in financial services.
Responsibilities:
- Investigate customer project needs by working with sales, account managers, and consultants to understand project success criteria and technical requirements
- Perform project plan design to meet the critical path and customer timeframes; employ project charters, RAID Logs, and business requirement documents
- Lead the project by assigning tasks to Engineers and communicating statuses to customers through status update meetings
- Keep project resources on task, maintain project plan data, drive projects to completion, and activate Monthly Recurring Revenue
- Effectively communicate with client technical and non-technical staff by creating digestible project plans that organize tasks into appropriate phases
- Lead meetings, migrations, enrollments, moves, surveys, and cutovers at client sites where appropriate
- Quickly respond to client inquiries and needs by being highly available
Requirements:
- Ability to be a leader of a cross functional project team, as the delivery lead is ultimately responsible to the customer
- Advanced experience (2+ years) in project management and/or professional services
- Advanced experience (2+ years) working with financial services customers in some capacity (technology, software, account management/csm, support)
- Experience implementing managed services and information technology solutions
- Skilled in managing project plans, writing project artifacts, and documenting customer workflows
- Solid understanding of cloud migrations, networking, cyber security, office buildout/moves, and disaster recovery concepts
- Solid understanding of trading (OMS/EMS), accounting, and market data systems
- Technical understanding of Thrive approved technologies included but not limited to: Office 365, Intune, and Entra ID Microsoft Server OS Private Cloud Public Cloud (Azure) Networking (Firewalls, Switching, Access Points) Disaster Recovery Backup technology Cyber Security Tools (Web/Mail Filtering, Endpoint Protection)
Benefits:
- remote work options
- professional development opportunities
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