Sr. Project Manager (Enterprise)

Posted 10 Hours Ago
2 Locations
Hybrid
115K-130K Annually
Senior level
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
First-of-its kind AI technology powering the future of alternative investments
The Role
Leads large enterprise software implementation projects for financial institution clients. Responsibilities include creating project plans, managing budgets, schedules, resources, risks, quality, documentation, and reporting. The role mentors project teams, communicates with executive stakeholders, manages multiple concurrent projects, and drives successful client adoption and value realization. Requires fintech vendor experience, strong communication and analytical skills, and willingness to travel up to 25%.
Summary Generated by Built In
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Sr. Project Manager (Enterprise)
LOCATION: Jacksonville, FL or New York City (hybrid)
SALARY: $115,000 - $130,000 base salary + bonus (based on Jacksonville, will be adjusted for geo)
The Role:
As a Senior Project Manager, you will lead large, enterprise software implementation projects. You will collaborate as a senior member of the Client Operations team to oversee and drive product implementations of the Canoe platform. Your goal is to demonstrate Canoe's value and guide clients to receive maximum value realization. This will include creating, executing, and managing project plans, schedules, budgets, allocations and a project team delivering value based services to drive their successful adoption of Canoe's technology. Prior experience running large enterprise level projects as part of a Fintech vendor managing budget, schedule and stakeholder management is required.
What You'll Do:
  • Planning and execution: Create and implement project plans, managing resources, and ensuring projects are completed on time and within budget
  • Leadership: Mentor team members, and providing direction and support to the team while managing project teams
  • Communication: Proactively communicate with stakeholders, sponsors, and project teams, and establish clear communication with clients, team members, and senior leadership
  • Project management: Working on multiple projects simultaneously, and being able to balance and prioritize multiple projects and priorities
  • Teamwork: Be a team player who can effectively interact with staff and management at all levels
  • Risk assessment: Assess risks and develop/maintain plans for mitigation
  • Quality control: Ensure quality control of project tasks
  • Documentation: Document project artifacts (BRD, RAID, Workflow Diagrams, etc.,)
  • Reporting: Provide regular project status updates and project reporting and feedback to the team, leadership and client stakeholders.

What We're Looking For:
  • 5+ years experience leading large, enterprise client implementations as a software vendor working with financial institutions.
  • Analytical, data-driven, detail oriented, and resourceful
  • Expert communication skills with the ability to communicate at an executive level.
  • Ownership across a portfolio of deliverables and relationships
  • Client-centric; a genuine interest to deliver results for customers
  • Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
  • Familiarity and experience with Financial Technology (Alts experience preferred)
  • Bachelor's Degree preferred
  • CSM, PMP or Prince2 certification preferred
  • Must reside in either the NYC metro area or Jacksonville, FL
  • Travel may be required, up to 25%

What You'll Get:
  • Medical, dental, vision benefits
  • Flexible PTO
  • 401(k)
  • Flexible work from home policy
  • Home office stipend
  • Employee Assistance Program
  • Gym/Wifi reimbursement
  • Education assistance
  • Parental Leave

Our Values:
  • Client First -> Listen, and deliver client-centric solutions
  • Be An Owner -> Take initiative, improve situations, drive positive outcomes
  • Excellence -> Always set the highest standard for yourself and others
  • Win Together -> 1 + 1 = 3

Who We Are:
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Skills Required

  • 5+ years leading large, enterprise client implementations as a software vendor working with financial institutions
  • Analytical, data-driven, detail-oriented, and resourceful
  • Expert communication skills, including executive-level communication
  • Ownership across a portfolio of deliverables and relationships
  • Client-centric approach and focus on delivering customer results
  • Ability to collaborate, share best practices, and support teammates
  • Familiarity and experience with financial technology; alternative investments experience preferred
  • Bachelor's degree
  • CSM, PMP, or Prince2 certification
  • Residence in the New York City metropolitan area or Jacksonville, Florida
  • Ability to travel up to 25%

What the Team is Saying

Emer
Julian
Drew
Maggie
Mike
Minoo
Levi
Heather
India
Matt

Canoe Compensation & Benefits Highlights

  • Healthcare Strength Health coverage is consistently presented as including U.S. medical, dental, and vision, with FSA/HSA options and an Employee Assistance Program in some postings. Feedback suggests these foundations are complemented by wellness reimbursements that help with gym and home‑internet costs.
  • Leave & Time Off Breadth Time off is described as flexible PTO with paid holidays across many roles. Feedback suggests the approach supports work‑life balance alongside widespread hybrid or fully remote options.
  • Flexible Benefits For the UK, an annual £6,000 stipend enables employees to purchase private benefits tailored to their needs. Feedback suggests this region‑specific flexibility is unusually generous for a company of this size.

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The Company
HQ: New York, NY
180 Employees
Year Founded: 2017

What We Do

Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and general partners are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction.

Why Work With Us

At Canoe, we look for people who are open-minded, willing to roll up their sleeves, and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation, and collaborate to make each other better. Canoe's success is intertwined with each individual's success, which is why we focus on the team.

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Canoe Offices

Hybrid Workspace

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

Depending on role, employees may be hybrid in-office in NYC, London, or Jacksonville, or fully remote.

Typical time on-site: Flexible
HQNew York, NY
Jacksonville, FL
London, GB
Learn more

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