The Role
The Lead Project Manager oversees client projects from onboarding to delivery, ensuring alignment with client goals and Siepe's standards, collaborating with various teams, and managing communication and documentation.
Summary Generated by Built In
Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
The Lead Project Manager is responsible for leading client-facing projects, including new client onboardings and major initiatives for existing clients, from pre-contract handoff through successful delivery and transition to ongoing support. This role ensures projects are executed efficiently, accurately, and in alignment with client goals and Siepe’s delivery standards. The Project Manager collaborates closely with Sales Engineers, Product, Implementation, Operations, Technology, and Relationship Management teams to translate client requirements into actionable project plans, track deliverables, and maintain strong communication with both internal and external stakeholders.
A successful onboarding experience defines the client’s first impression and sets the foundation for long-term satisfaction and retention. The Project Manager plays a pivotal role in ensuring each new engagement is well coordinated, clearly scoped, and delivered on time, establishing trust and confidence from day one.
What You'll Be Doing
- Convert intake documentation provided by the Sales Engineer into a detailed Statement of Work (SOW) and Project Plan.
- Define project scope, milestones, deliverables, timelines, and success criteria.
- Coordinate project kickoff meetings with clients and internal stakeholders.
- Manage client projects from start to finish, ensuring timely delivery of all milestones.
- Hold regular client-facing calls to review progress, discuss blockers, and align on next steps.
- Provide consistent, clear, and proactive status updates to both internal and external stakeholders.
- Track open tasks, dependencies, and decisions across teams to ensure forward momentum.
- Partner with Product, Implementation, Operations, Technology, and Relationship Management teams to drive completion of configuration, data integration, and validation activities.
- Identify and escalate risks, delays, and scope changes early to maintain transparency and control.
- Hold both internal and external stakeholders accountable for deliverables and deadlines.
- Document lessons learned and contribute to process standardization for future onboardings.
- Identify recurring onboarding challenges and collaborate with leadership to optimize workflows.
- Champion client advocacy and operational excellence across all onboarding engagements.
What You’ll Bring
- 7+ years of project management experience within B2B financial technology, SaaS, or managed services.
- Experience working with investment managers or alternative investment technology and service providers (CLOs, private credit, structured finance) is strongly preferred.
- Proven ability to manage multiple complex projects simultaneously with high attention to detail.
- Strong organizational, communication, and stakeholder management skills.
- Demonstrated ability to translate business requirements into actionable project plans.
- Familiarity with tools such as Azure DevOps, Asana, Smartsheet, or Microsoft Project is a plus.
- PMP or other project management certification preferred but not required.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
What We Offer
At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact.
Compensation & Financial Well-being:
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Employee Referral Program – earn rewards for helping us grow our talented team
Health & Insurance Benefits
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
Learning & Career Growth
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Time Off & Flexibility
- Flexible Time Off (FTO)
- Flexibility to recharge and maintain work-life balance
In-Office Perks & Culture
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Top Skills
Asana
Azure Devops
Microsoft Project
Smartsheet
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The Company
What We Do
Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business.
Siepe's intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization – allowing fund managers to discover strategic and actionable insights.
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