Project Manager Professional Services - Risk & Performance

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: $90000-115000

Chicago: $90000-115000

New York: $100000-$140000

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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