Hoosier Financial Planning · 11 hours ago
Lead Program Manager
Norwalk, CT
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $150K/yr
8+ years expFactSet Research Systems creates flexible, open data and software solutions for investment professionals worldwide. They are seeking a Lead Program Manager to oversee client implementations and enterprise hosting migrations, ensuring high client satisfaction through effective project governance and cross-functional coordination.
ConsultingCustomer ServiceFinancial ServicesPersonal Finance
No H1B
Responsibilities
Manage the project delivery of client implementations utilizing FactSet’s iterative implementation methodology
Accountable for program governance, including scope, schedule, budget, risk, decision management, escalation, and executive-level reporting
Develop, maintain, and manage detailed program plans, RAID logs, and weekly/monthly status reporting; proactively identify risks, dependencies, and delivery bottlenecks; drive mitigation plans and escalate issues as appropriate
Partner with client project management and senior stakeholders to align scope, timelines, dependencies, and communication strategies
Influence project phasing and delivery approaches to achieve value-driven outcomes aligned with client business priorities
Matrix-manage cross-functional internal and client teams, setting priorities, forecasting milestones, and holding teams accountable for commitments
Identify and manage cross-program, technical environments, and third-party vendor dependencies that impact delivery timelines and risk; coordinate sequencing to minimize conflicts and delays
Communicate project status, key decisions, priorities, and escalations to stakeholders; create and present project artifacts including status reports, risk assessments, and decision frameworks; manage expectations internally and externally
Manage resource allocation and capacity planning across assigned projects
Establish and monitor quality standards and acceptance criteria for all deliverables; conduct reviews to ensure solutions meet client requirements before production deployment
Lead client readiness, training, cutover planning, and transition to production, ensuring operational stability and successful adoption
Own project financials, burn-down tracking, and change control aligned with client statements of work
Contribute to PMO initiatives, standards, and continuous improvement efforts to strengthen delivery consistency and maturity across the organization
Qualification
Required
8+ years of project management experience leading complex, multi-year technology implementations; experience in the implementation of a financial system within a bank, insurance company, or Asset Manager is highly valued
Exceptional communication and presentation skills with proven ability to manage expectations, influence stakeholders at all organizational levels, and navigate challenging situations
Proven track record in risk identification, assessment, and mitigation planning; experience maintaining RAID logs and driving proactive issue resolution
Strong leadership skills with experience managing and influencing global, cross-functional teams to deliver results
Demonstrated ability to build relationships and drive consensus in client-facing roles across complex, matrixed environments
Ability to adapt project frameworks and methodologies to unique client circumstances and business requirements while maintaining governance discipline
Experience managing vendor relationships, third-party dependencies, and contract deliverables; comfortable working with statements of work and change orders
Hands-on experience with PM and collaboration tools such as MS Project, SharePoint, MS Teams, Jira, and program dashboards
Experience managing project budgets, financial forecasting, and change control processes; ability to track burn rates and maintain financial accountability aligned with client contracts
Bachelor's degree in business, finance, technology, or related field, or equivalent experience
Preferred
PMP® or PgMP® certification preferred; or equivalent experience leading large-scale client implementations within a global management consulting firm
Benefits
Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning with dedicated time each month for learning and development
Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging
Company
Hoosier Financial Planning
Hoosier Financial Planning, is an investment management and advisory firm.
0-1 employees
Funding
Current Stage
Early StageRecent News
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2025-02-07
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2025-01-22
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