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Smartleaf - Implementation Project Manager Role
We are a growing, dedicated team of financial professionals, mathematicians, financial engineers, software developers working together to transform the field of wealth management. We aim to make portfolio management frictionless, enabling every investor to benefit from levels of customization and tax management that were once the exclusive preserve of ultra-high net worth investors.
We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
Position Overview
As Smartleaf’s Implementation Project Manager, you will play a critical role in onboarding new client firms while serving as a subject matter expert and point of contact while providing a smooth and delightful experience.
Your primary objective will be to lead the transition of a client relationship from the Sales team to our Client Services team and get the client up and running on Smartleaf. You will balance Smartleaf and client objectives while collaborating with internal and external stakeholders and executing on a project plan.
Success in this role will lead to client implementations being completed on schedule and new clients extracting value from the system right away.
We strongly prefer candidates local to the Boston area. While office attendance is at the discretion of the employees and individual teams at this time, we do find that onboarding and training greatly benefit from in-person interactions.
Preferred Qualifications
To be considered for this role, we will be looking for the following:
If you think you have what it takes, but don't necessarily meet every single point on this list, please still get in touch. We'd love to have a chat and see if you could be a great fit.
Initial Responsibilities
Core Benefits
Work Style
When you are remote...
When you are local...
How to Apply
Send your resume (PDF preferred) to future@smartleaf.com. Please include a brief note detailing what interests you in Smartleaf and why you might be a good fit for this role.
Please note: You must have a legal right to work in the United States; Visa transfers or sponsorship are not available at this time.
Smartleaf is an Equal Opportunity Employer.
Full Time
Investment Management
$74k-94k (estimate)
05/05/2024
10/22/2024
smartleaf.com
CAMBRIDGE, MA
25 - 50
1999
GERARD MICHAEL
<$5M
Investment Management
Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nations largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares. We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass ...
affluent all with one system. We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
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The job skills required for Implementation Project Manager include Planning, Process Improvement, etc. Having related job skills and expertise will give you an advantage when applying to be an Implementation Project Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Implementation Project Manager. Select any job title you are interested in and start to search job requirements.
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Quotes from people on Implementation Project Manager job description and responsibilities
Establish all project requirements and review all project costs and ensure compliance to all timeframes and prepare appropriate presentations for all clients.
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Develop all project goals and ensure achievement of all deliverables.
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Design all project requirements and perform all tasks accordingly.
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The activities required to build each deliverable will be clearly specified within the project requirements document and project plan.
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They must have the ability to understand and apply project methodologies and risk management processes, create reports, summarize data and lead client-facing projects.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Implementation Project Manager jobs
Define and sequence project activities.
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Build contingencies and backup plans.
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Set Realistic Expectations to Avoid Project Delays.
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Review and Learn From the Project.
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Pay Close Attention to Detail.
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