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 Implementation Project Manager to join our Client Services team in London. This role is critical in leading the onboarding of private market clients to Hazeltree’s innovative treasury platform. The ideal candidate will drive seamless client transitions, optimize workflows, and ensure successful implementations that maximize the value of our solutions.
This is an exciting opportunity to work closely with top-tier investment firms, build strong client relationships, and contribute to the continuous improvement of our onboarding processes.
Key Responsibilities
- Client Onboarding & Implementation
- Lead the end-to-end implementation process for private market clients, ensuring a smooth and efficient transition to Hazeltree’s platform.
- Customize workflows and solutions to align with client needs and financial operations.
- Project Management & Execution
- Manage multiple client implementations simultaneously, tracking progress, timelines, budgets, and resources.
- Drive projects to completion with a focus on quality, efficiency, and client satisfaction.
- Client Relationship Management
- Build and maintain strong, trusted relationships with key clients, understanding their unique requirements and challenges.
- Act as the primary point of contact for clients throughout the onboarding process.
- Process Optimization & Continuous Improvement
- Collaborate with internal teams across New York, London, Bournemouth, and Hong Kong to refine the onboarding experience.
- Contribute to enhancements in data delivery, workflow efficiency, and overall implementation strategies.
- Cross-Functional Collaboration
- Work closely with Product, Engineering, and Sales teams to ensure seamless handoffs and client success.
- Provide feedback to improve platform functionalities and user experience.
Qualifications
- Education
- Bachelor’s degree in Finance, Business, Technology, or a related field.
- Experience
- Minimum 5+ years of project management, client onboarding, or implementation experience within financial services, fintech, or treasury management.
- Strong understanding of financial products and investment management processes.
- Project Management Expertise: Ability to manage multiple projects, meet deadlines, and drive client success.
- Client-Centric Approach: Strong relationship-building skills with a focus on client satisfaction and engagement.
- Technical Acumen: Proficiency in Excel; experience or interest in SQL and data management is a plus.
- Communication Skills: Ability to clearly articulate complex financial and technical information to both technical and non-technical audiences.
- Problem-Solving Mindset: Ability to analyze challenges and implement effective solutions.
- Self-Motivation & Growth Mindset: Eagerness to learn and build a long-term career in project management and client services.
What We Offer
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings plan.
- Opportunities for professional development and career advancement.
- A collaborative and dynamic work environment with global exposure.
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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Project Management
Industries
Financial Services and Software Development
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