Sr. Project Manager, International Business

Posted 3 Days Ago
Be an Early Applicant
Boston, MA, USA
Hybrid
145K-165K Annually
Senior level
Fintech
The Role
Manages international client onboarding, legal agreement reviews, operational memoranda and SLAs, bespoke institutional reporting, UCITS fund reporting, and inbound client service issues. Coordinates cross-functional teams across Investments, Product, Legal, Operations, Compliance, Technology, and Client Service. Maintains dashboards, tracks deliverables, escalates risks, identifies process improvements, and supports automation and AI-driven reporting initiatives for global clients and partners.
Summary Generated by Built In
Sr. Project Manager, International Business

Boston, MA

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

The Sr. Project Manager, International is a key contributor to the continued growth & development of the International Business.  This includes managing global client onboarding, coordinating cross-functional legal agreement review, ensuring key deliverables are produced timely and sent to International partners, and overseeing development of custom reporting for both institutional and retail clients.

This  position works closely with the International Client Service team, as well as other divisions within the company such as Legal, Technology, Operations, Product and Investments. The Sr. Project Manager liaises with various levels of management both within Victory as well as with global partners externally, to ensure that initiatives are successfully implemented.

You will report to the Director, Head of Client Centricity, Administration & Operations, International Business. 

You Will:

International Client Onboarding

  • Coordinate, Manage and Track full-lifecycle International Institutional/Retail client onboarding with cross-functional teams, including Investments, Product, Legal, Operations, Compliance and Client Service,
  • Organize & host new client cross-functional onboarding calls with Victory teams & stakeholders.

Agreement Review: International IMAs, Amendments and Account Documentation

  • Manage review process in concert with Legal, Client Service and Investments; coordinate with International Client Service team and VCM Legal for thorough document review.
  • Review IMAs across Latam, European & Asia-based regions, for UCITS Fund agreements, Institutional Mandates and ad hoc amendments across International Business.

Operational Memorandum & Service Level Agreement (SLA) reviews

  • Assess new product feasibility, ensure functional review and sign-off across all VCM stakeholders including mutual funds, separate accounts, ETFs and customized bespoke products for international clients globally.

Bespoke Institutional Reporting

  • Project manage development of custom reporting for large institutional clients across global footprint (Central Banks, Pensions, Government Institutions, Corporations and more)
  • Identify opportunities to optimize and produce customized reporting and Client Service processes via automation, in concert with use of AI-driven tools and templates.

UCITS fund reporting

  • Create, maintain & distribute project Dashboards to leadership for ownership and accountability; ensure deliverables are met and sent to key International partners on timely basis.

Client Service Tracker: Inbound International Requests/Issues

  • Create & maintain dashboards across Legal, Investment Compliance, Operations, ESG, IT, Institutional reporting and broader organization
  • Escalate risks to delivery; identify gaps in firm capabilities and/or resource constraints, as well as opportunities for process improvements and technology automation.
    You Have:
    • 5-10 years of experience in a project management role within financial services. 
    • Experience with project management software (e.g. Wrike, Monday.com, etc) and MS  Office suite.
    • Bachelor’s degree
    • Project management and project methodology experience preferred. 
    • UCITS and/or experience utilizing AI tools within a project management context, a plus.
    • Strong writing skills, including technical and procedural writing experience. 
    • Ability to work independently; proactively ensuring timely and accurate project deliverables are met within a cross-functional environment. 
    • Ability to communicate effectively, as this position interacts with various levels of staff and senior management.
    Our Benefits:

    Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

    Target Compensation:

    The target base salary range for this position is $145,000- $165,000.

    Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

    Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

    Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

    We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances. 

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Skills Required

    • 5-10 years of experience in a project management role within financial services
    • Experience with project management software such as Wrike or Monday.com
    • Experience with Microsoft Office Suite
    • Bachelor's degree
    • Project management and project methodology experience
    • UCITS experience
    • Experience utilizing AI tools within a project management context
    • Strong writing skills, including technical and procedural writing experience
    • Ability to work independently and ensure timely, accurate project deliverables in a cross-functional environment
    • Effective communication skills with staff and senior management
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    The Company
    HQ: San Antonio, TX
    395 Employees

    What We Do

    Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Our differentiated model is comprised of ten autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF brand. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. We offer a diverse array of independent investment approaches and innovative investment vehicles designed to drive better investor outcomes. This includes actively managed mutual funds and separately managed accounts, rules-based and active ETFs, multi-asset class strategies, custom solutions and a 529 College Savings Plan. We are headquartered in San Antonio, TX, with offices in Cleveland, Cincinnati and Rocky River, OH; San Francisco, CA; Denver, CO; Birmingham, MI; New York, NY; Boston, MA; and Des Moines, IA. Additionally, we have investment professionals in London, Hong Kong and Singapore. To learn more about Victory Capital, visit our website: https://www.vcm.com

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