Sr. Project Manager, International BusinessBoston, MAGeneral Summary and Purpose:The Sr. Project Manager, International is a key contributor to the continued growth & development of the International Business. This includes managing global client onboarding, coordinating cross-functional legal agreement review, ensuring key deliverables are produced timely and sent to International partners, and overseeing development of custom reporting for both institutional and retail clients.
This position works closely with the International Client Service team, as well as other divisions within the company such as Legal, Technology, Operations, Product and Investments. The Sr. Project Manager liaises with various levels of management both within Victory as well as with global partners externally, to ensure that initiatives are successfully implemented.
You will report to the Director, Head of Client Centricity, Administration & Operations, International Business.
You Will:International Client Onboarding- Coordinate, Manage and Track full-lifecycle International Institutional/Retail client onboarding with cross-functional teams, including Investments, Product, Legal, Operations, Compliance and Client Service,
- Organize & host new client cross-functional onboarding calls with Victory teams & stakeholders.
Agreement Review: International IMAs, Amendments and Account Documentation - Manage review process in concert with Legal, Client Service and Investments; coordinate with International Client Service team and VCM Legal for thorough document review.
- Review IMAs across Latam, European & Asia-based regions, for UCITS Fund agreements, Institutional Mandates and ad hoc amendments across International Business.
Operational Memorandum & Service Level Agreement (SLA) reviews - Assess new product feasibility, ensure functional review and sign-off across all VCM stakeholders including mutual funds, separate accounts, ETFs and customized bespoke products for international clients globally.
Bespoke Institutional Reporting- Project manage development of custom reporting for large institutional clients across global footprint (Central Banks, Pensions, Government Institutions, Corporations and more)
- Identify opportunities to optimize and produce customized reporting and Client Service processes via automation, in concert with use of AI-driven tools and templates.
UCITS fund reporting - Create, maintain & distribute project Dashboards to leadership for ownership and accountability; ensure deliverables are met and sent to key International partners on timely basis.
Client Service Tracker: Inbound International Requests/Issues- Create & maintain dashboards across Legal, Investment Compliance, Operations, ESG, IT, Institutional reporting and broader organization
- Escalate risks to delivery; identify gaps in firm capabilities and/or resource constraints, as well as opportunities for process improvements and technology automation.
You Have:- 5-10 years of experience in a project management role within financial services.
- Experience with project management software (e.g. Wrike, Monday.com, etc) and MS Office suite.
- Bachelor's degree
- Project management and project methodology experience preferred.
- UCITS and/or experience utilizing AI tools within a project management context, a plus.
- Strong writing skills, including technical and procedural writing experience.
- Ability to work independently; proactively ensuring timely and accurate project deliverables are met within a cross-functional environment.
- Ability to communicate effectively, as this position interacts with various levels of staff and senior management.
Our Benefits:Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:The target base salary range for this position is $145,000- $165,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
