Work In Tech

Job Summary

As a Senior Client Relationship and Project Manager, you will be responsible for managing a portfolio of new and existing clients, serving as their primary point of contact, and delivering exceptional value by addressing their wealth and portfolio management needs. You’ll foster strong client relationships, swiftly resolve escalations, and keep all stakeholders updated on project status and client health indicators.

In this role, you’ll lead end-to-end project delivery, ensuring alignment with both organizational and client goals. You’ll create and execute project plans, prioritize tasks, manage risks, and provide executive-level updates on progress. Leveraging your financial domain expertise, you’ll help clients navigate complex business problems, enhance their experience, and deliver impactful results.

Responsibilities

Manage Client Relationships:

• Manage a portfolio of existing and new clients. Serve as the main point of contact for clients, providing value by addressing their wealth and portfolio management business problems.
• Resolve escalations swiftly, leveraging internal teams to maintain high client satisfaction.
• Conduct regular feedback sessions with clients to gather insights and drive continuous improvement.
• Keep stakeholders informed on project status, expectations, and key client health indicators.

Project Management:

• Develop and implement a comprehensive project management strategy in alignment with the organization’s overall business objectives.
• Lead end-to-end project delivery, aligning with organizational strategy and client expectations.
• Prioritize competing tasks, and ensure timely, on-scope completion.
• Identify, assess, and mitigate project risks, proactively addressing challenges to minimize impact on project timelines and deliverables.
• Establish and enforce quality standards for project deliverables, ensuring that projects meet or exceed expectations.
• Implement continuous improvement processes to enhance project management methodologies.

Financial Domain Expertise:

• Utilize strong financial knowledge to understand and address client problems.
• Improve processes and provide insights that enhance client experience and project outcomes.
• Clearly communicate complex concepts to clients and internal teams, bridging the gap between technical and non-technical stakeholders.
• Stay up-to-date with industry trends, regulations, and best practices to provide relevant and accurate advice to clients.

Competencies:

This role is targeted as an IC5 in d1g1t’s Career Framework, with the successful incumbent having the following competencies:

• Technical Execution: Highly proficient in their functional area, able to balance short term needs against long term strategy, proactive problem solver, persists when faced with ambiguity or uncertainty, analytical, pays attention to the details, and has established core management skills.
• Ownership: Proactively manage client issues, find solutions, and advocate for continuous improvement. Understands cross-functional team priorities and partners with other leads to adjust work queues and solve client problems.
• Communication: Foster clear, open communication across teams, providing transparency and actionable insights. Listens and guides debates with immediate team members to help reach a consensus.
• Leadership: Work collaboratively with functional leaders to build alignment on client goals and priorities.Proactively seeks and gives timely, actionable feedback in their team.
• Emotional Intelligence: Exhibits self awareness of how they impact their team and other stakeholders they work with. Able to recognize their areas of improvement, identify their strengths, and see their own limitations.
• Business Acumen: Entrepreneurial mindset, helps to shape functional area goals, constantly learning. Shows an interest in learning how other functional areas within the organization operate and identifies ways to collaborate more effectively cross-functionally.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field. CFA is a plus.
• 5+ years in client relationship management, with expertise in wealth or portfolio management and/or IT Project Management.
• Proven project management skills with a record of delivering client projects on time, on budget, and within scope. PMP certification preferred.
• Excellent communication skills, with the ability to explain complex financial and technical concepts in a simplified manner.
• Proven ability to influence and collaborate with internal and external stakeholders.
• Strong technical (SDLC) background who thrives in working in a fast-paced environment and with a variety of tasks and priorities.
• Proficiency in project management tools (Asana, Slack, Notion).

• Excellent interpersonal and organizational skills; able to manage multiple priorities.

Perks of working at d1g1t:

• Excellent opportunity to join a fast-growing Fintech startup
• Working in a culture of collaboration and innovation where your voice is valued and given importance.
• Competitive compensation package with bonus and comprehensive healthcare benefits
• Employee and Family Assistance Program
• Fitness and Wellness Credit
• Continuing Education Allowance
• Flexible hours and Purpose Driven hybrid-work policy. In-office presence will be required during on-boarding and an average of 1-2 times per week.
• Ability to work abroad for up to 2 months in a year (some conditions apply).

In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths! d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

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