Vice President, Project Management Greater Boston, MA Area
About the Role
Greater Boston, MA Area (On-site)(Quincy, Massachusetts)
The Company is seeking a Vice President of Project Management to lead and oversee client conversion initiatives across back-office accounting, custody, and insurance services. Responsibilities include managing client onboarding, transitions, mergers, and asset transfers; coordinating conversion plans and regulatory requirements; and monitoring progress, risks, and deadlines. The role also involves resolving asset-transfer and custody-settlement discrepancies, documenting process differences, and working with clients and internal teams to ensure smooth delivery. The Vice President will drive operational improvements, support client relationships, and foster collaboration and cross-training across teams. Candidates should have at least 15 years of financial services experience, including project or program management, and expertise in investment servicing, transaction management, capital markets, custody, reconciliation, and complex fund structures. PMP certification or consulting experience is required, along with strong leadership, analytical, communication, negotiation, and stakeholder-management skills. Experience managing agile projects and proficiency with Microsoft Office, especially advanced Excel and PowerPoint, are expected. An advanced or master’s degree in accounting, economics, finance, technology, or a related field is preferred.
Functions:
- Operations
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company (STT)
Age
employees
10,001+