Implementation Manager

About Hazeltree Fund Services Inc.

Hazeltree is the leading provider of financial treasury and data solutions to the alternative asset management industry, including hedge funds, private equity, pension and endowment funds, and traditional asset management firms. Hazeltree’s unique data networking value proposition delivers significant performance improvements and operational efficiency for its treasury clients. The firm’s global operations are based in New York, London, and Hong Kong.

Job Overview

We are seeking an Implementation Project Manager to join our Client Services team in New York.

In this role, you will manage a portfolio of clients and successfully deliver concurrent projects, ensuring that they are completed on time and within the defined scope and budget. You will work alongside cross-functional teams to help configure specific areas within the Hazeltree application as required throughout the project. Your responsibilities will include leading client discovery sessions, understanding and translating client requirements, coordinating internal teams on specific deliverables, and helping to resolve any product gaps or enhancement requests related to your projects. You will collaborate closely with the Account Managers, data connectivity, and data services teams, as well as the support team. Role is in office in New York City.

Key Responsibilities:

Project Management:

• Manage a group of analysts and associates. Coaches and develops team members. Fosters a culture of transparency, feedback, and inclusive collaboration.
• Build and maintain detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes.
• Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support.
• Builds and maintains strategic relationships with key clients and partners.

Subject Matter Expertise:

• Demonstrate understanding of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be familiar with financial workflows related to treasury management.
• Strong knowledge of financial institutions and account types/structures (banks, prime brokers, custodians, credit facilities, etc.); ability to oversee data connectivity requirements and work with the data connectivity team to source client data.
• Deliver support to Implementation project managers on key activities related to project governance and application configurations.
• Serve as the principal point of contact for client-directed inquiries, addressing issues where possible, and escalating to the SVP, Services when needed.

Cross-Functional Collaboration:

• Participate in collaborative efforts 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 degree in finance, technology, or related field.
• Master’s degree is a plus.

Experience:

• 4-8 years of experience in a client-facing role within the tech industry, with a focus on project management, onboarding 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.
• Owns team goals and delivery outcomes. Sets clear expectations and holds team members accountable.
• 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.

How to Apply

Interested candidates are encouraged to submit their resume and a cover letter detailing their qualifications and experience to Human Resources (View email address on click.appcast.io. Please include "Implementation Manager – [Your Name]" in the subject line.

We are unable to consider candidates who require sponsorship or visa-related support, now or in the future.

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