Project Manager - Client Onboarding

Reposted 2 Days Ago
2 Locations
Hybrid
60K-80K Annually
Junior
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Project Manager oversees project scope, develops implementation plans, manages resources, generates reports, and improves onboarding processes while ensuring client satisfaction.
Summary Generated by Built In

The Role: 

The Project Manager will partner with internal teams to implement the Enfusion platform for clients and serve as the central point of contact for the client and Enfusion teams including Implementation and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication.  

 

What You’ll Do: 

  • Determine project scope and objectives to ensure teams are able to deliver against commitments 

  • Identify resources to deliver projects and forecast and resolve capacity utilization problems 

  • Create and manage project plans, course correcting and escalating where necessary 

  • Publish high quality project transparency to senior stakeholders on a regular basis  

  • Utilize industry best practices, techniques, and standards throughout the project lifecycle 

  • Engage senior client and internal stakeholders to review project progress and task-level status. 

  • Liaise with the internal teams to support problem resolution activities 

  • Identify opportunities for project management process improvements 

 

What You’ll Need: 

  • Bachelor's degree required - computer science, finance, economics, or a related field preferred 

  • 2+ years of project management/implementation and/or related experience at an investment management firm or vendor 

  • Strong familiarity with project management software tools 

  • Project Management Professional (PMP) certification preferred  

  • Strong familiarity with project management software tools 

  • Methodical problem solving abilities 

  • Strong interpersonal skills 

  • Fintech onboarding and / or software implementation experience preferred 

  • A client-service mentality and collaborative work style. 

  • Ability to manage competing priorities and deliver with high quality 

 

Chicago Salary Range: $60,000 - $80,000 + RSU's

New York Salary Range: $66,000 - $80,000 + RSU's

Top Skills

Excel
JIRA
MS Office
Salesforce
Smartsheet

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
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The Company
HQ: Chicago, IL
1,100 Employees
Year Founded: 1997

What We Do

Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.

From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.

Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.

Why Work With Us

Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.

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Enfusion, a Clearwater Analytics company Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQChicago, IL
Singapore
Bengaluru, Karnataka
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Sydney
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