Full-Time

Technical Project Manager

Updated on 9/3/2026

Deadline 6/10/27
Sympera AI

Sympera AI

11-50 employees

AI-powered platform for relationship banking

No salary listed

Remote in USA

Remote

Remote within the United States; travel to customer bank sites is required.

Category
Project & Program Management (1)
Required Skills
Data Science
Machine Learning
Risk Management

Get referred to Sympera AI

See people who can refer or advise you

Requirements
  • At least 3 years of technical project management experience.
  • Demonstrated ownership of complex enterprise software or AI deployments end-to-end, including production cutover and customer stakeholders.
  • Strong technical fluency in modern AI and data systems sufficient to hold credible technical conversations.
  • Proven success managing senior stakeholders in regulated environments.
  • Excellent written and verbal communication in English, including the ability to run a steering committee and write a defensible risk memo or model validation summary.
  • A disciplined track record running programs involving schedule, scope, budget, risk, change control, and audit trails.
  • Readiness to travel for customer engagements at bank sites.
Responsibilities
  • Lead single-workstream or small multi-workstream projects spanning engineering, data science, and customer IT, with senior oversight for broader cross-team dependencies, escalations, and decisions.
  • Run delivery using short cycles, working software, instrumented decisions, and evidence-based decision-making within bank change-management calendars.
  • Maintain operating cadence covering kickoff, weekly delivery, risk and issue management, change control, financial tracking, lessons learned, and regulator-grade documentation.
  • Contribute reusable delivery assets including playbooks, accelerators, model tuning patterns, model risk management evidence templates, and reference deployments.
  • Use AI tools for planning, status synthesis, risk analysis, alert and scenario review, customer artifacts, and quality checks.
  • Own end-to-end delivery of SensaAI and NetReveal projects up to $1 million from kickoff through model tuning, user acceptance, go-live, and hypercare, while aligning schedule, budget, quality, and risk.
  • Orchestrate solutions architecture, data science, engineering, and customer stakeholders to ensure a coherent, compliant technical solution aligned with financial crime objectives.
  • Drive deployment readiness for regulated environments, including data lineage, model evaluation and explainability, alert quality benchmarks, scenario tuning, transaction monitoring testing, sanctions list refresh, payments cutover plans, and parallel-run strategies.
  • Operationalize and track production AI value outcomes such as alert reduction, investigator productivity, suspicious activity report quality, time-to-decision, and total cost of compliance.
  • Produce model risk management evidence packs satisfying SR 11-7, SS1/23, and equivalent regulatory regimes alongside bank model risk management and internal audit functions.
  • Co-lead the customer relationship with the engagement manager as the day-to-day delivery counterpart to bank program leads, financial crime operations managers, and IT delivery leads.
  • Run working-level status meetings, delivery reviews, and decision forums; contribute to steering committee materials and attend executive-level conversations.
  • Guide investigators, model reviewers, and front-line operations through change management.
  • Negotiate scope conversations within a fixed-price, regulated, audit-trailed environment while protecting regulatory commitments and delivery margin.
  • Support customer readiness for regulator visits by ensuring deployment evidence is complete, accurate, and defensible.
Desired Qualifications
  • Prior career foundation in technology development or deployment before transitioning into project or program management.
  • Direct financial services delivery experience in anti-money laundering, sanctions screening, know-your-customer, fraud, market surveillance, payments, or core banking.
  • Hands-on exposure to SensaAI, NetReveal, or competing financial crime platforms.
  • Working knowledge of BSA, FinCEN, OFAC, FATF, FCA, PRA, ECB, MAS, HKMA, AUSTRAC, SR 11-7, and SS1/23.
  • Experience deploying AI or analytics into bank production environments across on-premise, private cloud, and hybrid topologies with strict security and data residency requirements.
  • PMP, Prince2, SAFe, CAMS, or equivalent certification.
  • Experience working across global delivery teams, particularly across North America, EMEA, and India.

Sympera AI provides an AI-powered platform for financial institutions that strengthens relationship banking. It helps banks and their relationship managers be more productive and grow client portfolios by offering financial intelligence and sales enablement tools. The platform combines market intelligence with client relationship management so bankers can uncover opportunities, monitor the health of business relationships, and choose effective strategies. This differentiates Sympera AI by offering an integrated solution that pairs data-driven insights with CRM capabilities, aimed at improving service and outcomes for clients. The company’s goal is to redefine relationship banking by using big data and AI to drive business growth and higher client satisfaction for financial providers.

Company Size

11-50

Company Stage

Seed

Total Funding

$10M

Headquarters

New York City, New York

Founded

2024

Get referred to Sympera AI

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Nyca Partners and Viola Ventures backed Sympera's $10 million seed on March 25, 2025.
  • Republic Bank of Chicago is rolling Sympera across Commercial Banking over coming months.
  • DemandBlue integrated Sympera with Salesforce Agentforce on March 11, 2025.

What critics are saying

  • Sympera depends on one named bank, Republic Bank of Chicago, for public traction.
  • If Microsoft Dynamics or Salesforce integrations fail, bankers abandon Sympera quickly.
  • Without repeatable bank conversions, Sympera becomes a services project, not venture-scale software.

What makes Sympera AI unique

  • Sympera embeds banker-ready actions into Microsoft Dynamics, matching existing bank workflows.
  • Its platform combines external signals with internal CRM data for relationship banking.
  • Republic Bank of Chicago expanded Sympera after a successful May 12, 2026 pilot.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PR Newswire
May 12th, 2026
After successful pilot, Republic Bank of Chicago expands AI partnership with Sympera.

After successful pilot, Republic Bank of Chicago expands AI partnership with Sympera. May 12, 2026, 09:00 ET NEW YORK, May 12, 2026 /PRNewswire/ - Republic Bank of Chicago today announced it has selected Sympera, an AI-native platform for commercial relationship banking, to scale its Business Banking operations. The decision follows a successful pilot that demonstrated how AI can enhance prospecting, relationship development, and market coverage, with strong banker feedback and high adoption across participating teams. Sympera drives banker actions through AI that combines external business activity - including company updates, hiring signals, and operational changes - with the bank's internal data such as CRM history and customer relationships to create a holistic view. It prepares banker-ready actions for relationship managers, embedding them directly into daily workflows so teams can focus on the highest-potential opportunities while maintaining consistent engagement. "AI is moving from experimentation to becoming a core part of how banks operate," said Madhu Reddy, CIO at Republic Bank of Chicago. "What convinced us was seeing our bankers adopt it - Sympera surfaced the right opportunities at the right time and fit naturally into how our teams already work in Microsoft Dynamics. The pilot proved the thesis; now we're scaling it. The solution allows our teams to operate more effectively and spend more time with clients" "We are pleased to deepen our partnership with Republic Bank of Chicago as they transition from pilot to enterprise rollout," said David Sosna, CEO of Sympera. "This deployment highlights the tangible impact of agentic AI in banking - empowering relationship managers to prioritize high-value opportunities, respond faster to growth signals, and deliver more consistent results across the organization." The rollout will expand across Republic Bank's Commercial Banking unit over the coming months. About Republic Bank of Chicago Republic Bank is a community bank serving businesses and individuals. With more than $2.7 billion in assets, the bank provides a full range of commercial and consumer banking services across 20 locations throughout Chicagoland. It is headquartered in Oak Brook, Illinois. About Sympera Sympera helps relationship managers win more deals, stay engaged, and nurture client relationships while spending more time with clients. Purpose-built to scale commercial and SMB relationship banking, it is an AI-native platform that combines external signals with internal data to drive banker actions. Its AI agents identify high-value opportunities, organize context, and deliver banker-ready actions into daily workflows. SOURCE Sympera AI

Calcalist Tech
Mar 25th, 2025
Serial fintech entrepreneur David Sosna secures $10M to reinvent relationship banking with AI

Fintech startup Sympera AI has raised $10 million in a Seed funding round co-led by Nyca Partners and Viola Ventures.

FinSMEs
Mar 25th, 2025
Sympera AI Raises $10M in Seed Funding

Sympera AI, a NYC-based agentic AI company for the banking sectors, raised $10M in Seed funding.

Global Fintech Series
Mar 25th, 2025
Sympera AI Raises $10 Million Seed Funding to Help Banks Tap $150B SMB Opportunity

Agentic AI innovator Sympera AI announced that it has raised $10 M seed funding round, which was co-led by Nyca Partners and Viola Ventures

DemandBlue
Mar 13th, 2025
DemandBlue Partners with Sympera AI to Elevate Banking Relationship Management

As a leading Salesforce consulting and implementation partner, DemandBlue Inc. will integrate Sympera AI's intelligent agents with Salesforce's Agentforce AI framework.