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Carex is partnering with a financial services industry partner to hire a Senior Project Manager with deep experience leading vendor-centric initiatives within mergers and acquisitions environments. This role will drive complex cross-functional projects tied to acquisition integrations, vendor transitions, operational consolidation, and strategic business transformation efforts. The ideal candidate brings strong financial services experience, exceptional stakeholder management skills, and a proven ability to manage multiple workstreams across highly regulated environments.
Job Responsibility
Lead end-to-end project management for merger and acquisition initiatives with a focus on vendor integration, consolidation, and transition activities
Develop and manage detailed project plans, timelines, budgets, risks, dependencies, and resource allocations
Coordinate cross-functional teams including operations, compliance, legal, procurement, IT, finance, and third-party vendors
Drive vendor due diligence, onboarding, offboarding, contract transition, and service continuity planning throughout acquisition lifecycles
Facilitate project governance meetings, executive updates, status reporting, and stakeholder communications
Identify and mitigate project risks, issues, and roadblocks while ensuring alignment with business objectives and regulatory requirements
Oversee integration milestones and ensure successful execution of operational and technology-related transitions
Partner with leadership teams to prioritize initiatives and maintain alignment across multiple concurrent projects
Ensure all projects adhere to financial services compliance standards, internal controls, and audit requirements
Support change management activities and drive adoption of new processes, systems, and vendor relationships
Requirements
7+ years of project management experience within financial services environments
Proven experience managing vendor-centric projects related to mergers, acquisitions, integrations, or business transformations
Strong understanding of third-party vendor management, procurement processes, and contract transition activities
Demonstrated success leading large-scale, cross-functional initiatives with multiple stakeholders
Experience working within regulated industries with knowledge of compliance, risk, and governance requirements
Excellent communication, facilitation, and executive presentation skills
Strong organizational skills with the ability to manage competing priorities and shifting deadlines
Experience with project management methodologies such as Agile, Waterfall, or hybrid approaches
Proficiency with project management tools and reporting platforms
PMP, PgMP, or related certification preferred
Bachelor’s degree in Business, Finance, Information Technology, or a related field preferred
Nice to have
PMP, PgMP, or related certification
Bachelor’s degree in Business, Finance, Information Technology, or a related field