Project Manager

• Lead the end-to-end planning, coordination, and execution of client projects for Valitana Vantage, ensuring delivery is within scope and project timelines
• Collaborate with cross-functional teams—including Product, Engineering, Client Services, and Compliance—to align project outcomes with business objectives
• Develop and maintain detailed project plans, timelines, and status reports, ensuring clear communication of milestones and deliverables to stakeholders
• Identify, assess, and mitigate project risks, proactively resolving issues to avoid delays or scope changes
• Serve as the primary point of contact for internal teams and external stakeholders, facilitating efficient decision-making and progress tracking
• Drive process improvements and implement project management best practices to enhance efficiency and delivery quality
• Monitor key project performance indicators and report progress to senior leadership

• 5+ years of project management experience, preferably within the FinTech, SaaS, or financial services industry
• Bachelor’s degree in Business, Finance, Technology, or a related field
• Proficiency in project management tools (e.g., Jira, Confluence, Excel, Visio or similar) and MS Office Suite
• Proven track record managing complex, multi-stakeholder projects from inception to completion
• Strong understanding of financial products, investment workflows, and institutional investment markets
• Exceptional organizational, problem-solving, and decision-making skills
• Excellent verbal and written communication skills, with the ability to convey complex concepts to both technical and non-technical audiences
• Ability to thrive in a fast-paced, evolving startup environment while managing multiple priorities

experience with loans or structured products

• annual performance bonus
• employer matched retirement plan
• healthcare with medical, dental, vision, telemedicine
• PTO