What are the responsibilities and job description for the Client Project Manager position at Atlas Search?
Our client, a leading fintech platform serving the wealth management industry, is hiring a senior client delivery leader for its annuities business. You’ll own delivery across a portfolio of client implementations, lead the team doing the work, and be the person clients trust when priorities compete and trade-offs need to be made.
This is a senior, client-facing role for someone who brings structure to complex delivery, keeps scope honest, and still keeps clients happy.
What You’ll Do
- Own end-to-end delivery across multiple concurrent client implementations: timelines, scope, quality, risks, and stakeholder alignment
- Lead and develop a team of Project Managers and Business Analysts
- Set up and run delivery governance, including escalation paths, change control, and portfolio health reporting
- Own portfolio financials, including P&L, margin, revenue, and resource planning
- Give leadership clear visibility into portfolio health, risks, and decisions needed
- Turn client feedback and implementation lessons into clear input for the Product team
- Work with Sales, Support, Operations, and Product to tighten handoffs and improve the client experience
- Improve delivery playbooks, metrics, and processes so delivery gets more consistent and predictable
Required Qualifications
- 10 years in client delivery, implementation, program leadership, or professional services within SaaS, fintech, or financial services
- Track record leading complex client implementations and delivery portfolios
- Experience managing and developing teams of PMs, BAs, or implementation consultants
- Hands-on ownership of delivery financials, including P&L, margin, and resource planning
- Strong executive presence and comfort guiding senior client stakeholders through scope and priority trade-offs
- Experience building or improving delivery governance, playbooks, and metrics
- Experience partnering with Product teams to turn client needs into product priorities
- Familiarity with project and resource management tools like Jira, Kantata, or similar
Nice to Have
- Experience with annuities, insurance, or wealth management platforms