The Project Manager will partner with internal teams to implement the Beacon platform for clients and serve as the central point of contact for the client and Beacon teams including Client Engineers 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
5+ 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
2+ years of 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
Salary Ranges:
Boise: $90,000-115,000
Chicago: $90,000-115,000
New York: $100,000-$140,000
Top Skills
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
