Client Project Manager

Skills

About the Role

You will lead end-to-end onboarding and implementation projects for institutional clients, from planning through go-live. You will coordinate data migrations, system setup, integrations, validation, UAT, training, documentation handovers, and go-live support. You will manage expansion projects for existing clients, gather requirements, create project plans, and align delivery with product constraints. You will serve as the primary contact for client stakeholders, run project meetings and status reviews, manage risks and dependencies, ensure deliverable quality, maintain project documentation, and improve onboarding processes. You will also coordinate with Client Service, QA, Release Management, Sales, and Pre-Sales teams.

Requirements

• 5–10+ years of project management experience, ideally in client-facing or implementation roles.
• Experience onboarding institutional clients in fintech, market infrastructure, payments, custody, or asset management is strongly preferred.
• Experience managing technical projects involving system integration, data migration, APIs, or cloud platforms.
• Experience with Agile delivery environments and tools such as Jira and Confluence.
• Strong project management skills and ability to manage multiple complex client projects simultaneously.
• Excellent communication, facilitation, and negotiation abilities with institutional clients.
• Understanding of APIs, integrations, cloud-native platforms, and data migration workflows.
• Knowledge of financial services, fund distribution workflows, or market infrastructure is highly preferred.
• Ability to work cross-functionally with product, engineering, QA, data, and client service teams.
• Proven ability to manage complex client expectations and deliver high-quality outcomes.

Responsibilities

• Lead, plan, and deliver institutional client onboarding projects from kickoff to go-live.
• Define project scope, milestones, tasks, timelines, and resource needs.
• Coordinate data migration, system setup, and integration activities with Product Owners, DBAs, DevOps, and Engineers.
• Ensure configuration, validation, and UAT cycles are completed successfully.
• Oversee operational readiness, including user training, documentation handover, and go-live support.
• Manage new modules, integrations, enhancements, and regulatory-update projects for existing clients.
• Gather client requirements and translate them into structured project plans.
• Align client needs with product backlog and roadmap decisions.
• Act as the primary point of contact for client project stakeholders.
• Conduct project meetings, status reviews, and planning sessions.
• Manage project risks, dependencies, issues, and escalation paths.
• Ensure deliverables meet quality standards before client handover.
• Maintain project documentation, including charters, plans, RAID logs, status reports, and onboarding checklists.
• Improve onboarding frameworks, templates, client engagement playbooks, and implementation practices.
• Coordinate transition from onboarding to BAU support with Client Service.
• Coordinate test windows, test data, and deployment planning with QA and Release Management.
• Support Sales and Pre-Sales during RFPs, demos, and contract scoping.