Project Director

vor 1 Monat

Lausanne, Waadt, Schweiz Evooq Vollzeit
Project Manager

As a key member of our team, you will play a crucial role in leading project implementation to integrate and enhance the ecosystem of products and services for our clients. Your expertise in project management, client collaboration, and technical integration will be essential in helping our clients achieve their objectives and maximize the value of our solutions.

Key Responsibilities:
  • Ensure excellent project execution and client satisfaction, delivering projects on time, within scope, and on budget.
  • Collaborate with clients to define processes, use cases, and requirements that need to be supported by the platform, ensuring alignment with business objectives.
  • Facilitate functional and scoping workshops, advising clients on how to maximize the value from our solutions and services.
  • Translate business requirements into actionable work packages for the platform implementation team, ensuring technical alignment and feasibility.
  • Establish and manage project governance frameworks, including defining the schedule, milestones, key stakeholders, deliverables, risks, and budget oversight.
  • Drive continuous improvement of onboarding methodologies, ensuring they are scalable and adaptable to client needs.
  • Deliver comprehensive training to end users, including producing instructional materials, user guides, and manuals.
  • Proactively identify opportunities for product enhancement and collaborate with product management to drive new features and functionality.
  • Lead cross-functional teams, ensuring communication between engineering, product, and client stakeholders.
Qualifications:
  • Bachelor's or Master's degree in a relevant field such as Computer Science, Economics, Business, or related disciplines.
  • 5+ years of professional experience in financial services, consulting, or FinTech, with a strong track record in delivering client-facing platforms or advisory solutions.
  • Experience in platform implementation; strong expertise in the Software Development Life Cycle (SDLC), along with familiarity with API integrations and cloud platforms, is essential.
  • Deep understanding of wealth management processes, investment advisory, and financial products; Proven experience in project management methodologies, including Agile (Scrum/Kanban), with an ability to manage the full project lifecycle from initiation to post-launch support.
  • Relevant certifications such as PMP (Project Management Professional), PRINCE2, Agile/Scrum Master, or Certified SAFe Program Consultant are highly desirable and demonstrate expertise in project management methodologies.
  • Strong problem-solving skills with a hands-on approach and high attention to detail, ensuring quality and precision in every aspect of project delivery.
  • Excellent client communication and stakeholder management skills, including the ability to build strong relationships and manage expectations effectively.
  • Ability to thrive in a fast-paced, dynamic environment; adept at managing multiple projects and priorities while maintaining a strategic focus.
  • Fluent in English (written and verbal); additional languages, especially German, are a plus.
About Evooq:

Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology, and investment expertise to make personalized investment scalable.

Wealth managers use our solutions to deliver personalized advice to investors with high-quality content and the best investment products.

We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.

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