Job Description

Company: Hazeltree Fund Services Inc.

Job Title: Manager, Implementation

Location: New York

Job Type: Full-Time (In-Person, 5 days a week in the office)

Reports To: Director of Implementations

About Hazeltree Fund Services Inc.

Hazeltree is a leading provider of integrated treasury management solutions and services for investment managers, hedge funds, and asset managers. Our innovative platform offers cash management, liquidity management, collateral optimization, and margin management tools, enabling clients to enhance operational efficiency, reduce risks, and improve returns. With a global presence, Hazeltree is committed to delivering exceptional value and cutting-edge technology solutions to the financial services industry.

Job Overview

We are seeking an experienced Implementation Project Manager to join our team. This pivotal role involves overseeing the successful delivery of multiple client implementation projects, ensuring projects are completed on time and within scope and budget. The candidate will coordinate with cross-functional teams to design and deliver required configurations within the Hazeltree application. This includes identifying issues and/or gaps within the product or offering, and driving resolution for anu such items, resulting in seamless deployment of all modules and required functionality. The implementation project manager will work in conjunction with the client success manager, jointly acting as key contacts for the client throughout the implementation lifecycle, with relationship management shifting solely to the client success manager once live in production.

Key Responsibilities

• Project Management:
• Serve as the primary point of contact and expert for clients during onboarding and implementation processes.
• Lead the creation of detailed project plans and oversee partner meetings, client training, and in-person engagements.
• Utilize strong project management capabilities to coordinate all aspects of the onboarding process, including data ingestion setup, workflow configuration, and ongoing support.
• Manage client-facing communication across various organizational levels, including executives, project leads, and operational teams.
• Subject Matter Expertise:
• Act as a trusted advisor, providing technical and operational guidance to clients to maximize the impact of our products on their business.
• Demonstrate advanced knowledge of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be proficient in understanding complex financial workflows related to treasury management.
• Understanding of financial institutions and account types/structures (banks, prime brokers, custodians, ISDA counterparties, credit facilities, etc.); ability to oversee data connectivity requirements and work with data connectivity team to source client data.
• Provide insights and recommendations to support decision-making processes.
• Cross-Functional Collaboration:
• Collaborate closely with Product Development, Engineering, and other internal teams to enhance product functionality for client onboarding and growth.
• On-site support:
• Flexibility to travel, as needed, to support clients across different regions.

Qualifications

• Education:
• Bachelor’s or Master’s degree preferred.
• Experience:
• 4-5 years of experience in a client-facing role within the tech industry, with a focus on project management and consulting.
• Experience developing cross-team processes and documentation with meticulous attention to detail.
• Experience working with hedge funds and private equity firms is highly desirable.
• Skills and Competencies:
• Technical proficiency to quickly grasp new concepts, build product knowledge, and translate requirements for product development.
• Highly organized with strong multitasking abilities, capable of prioritizing competing projects and timelines effectively.
• Excellent verbal and written communication skills for both internal and client-facing interactions, with the ability to convey technical information to diverse audiences.
• Proven problem-solving skills with the ability to identify and address flawed processes and implement scalable solutions.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Hazeltree Fund Services Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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