Project Manager - Professional Services

About PureFacts Financial Solutions

PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms. The PureRevenue™ Platform helps organizations maximize revenue potential by connecting pricing, billing, compensation, advisor behavior, and AI-powered intelligence within a single Revenue Book of Record. By transforming fragmented revenue processes into a coordinated growth system, firms gain greater visibility, stronger pricing discipline, improved revenue capture, and more effective advisor alignment. The result is faster organic growth, improved profitability, and increased enterprise value. For more than 25 years, PureFacts has helped leading financial institutions turn revenue from an operational process into a strategic advantage.

At PureFacts, we are building an AI-native platform and company. We embed AI, intelligent automation, and agentic workflows across our products and operations to detect anomalies, surface insights, streamline repetitive work, and support faster, better decision-making. In a highly regulated industry, we believe AI must be practical, governed, and auditable—amplifying human expertise while helping our teams and clients focus on higher-value, strategic work.

About the role

As a Project Manager, you will oversee the end-to-end delivery of projects, ensuring they are completed on time, within scope, and within budget. Acting as the main point of contact for both internal and external stakeholders, you will be responsible for planning, execution, risk management, and reporting. You will drive collaboration between development teams, architects, and business stakeholders, ensuring seamless coordination throughout the project lifecycle.

You will also focus on resource management, governance, and process improvements, ensuring that project execution follows SDLC and Agile best practices. Financial oversight will be a critical responsibility, including tracking budgets, scope adherence, and change control.

What you'll do

1. Project Initiation & Planning

• Facilitate internal and client project kick-offs, ensuring clear objectives and expectations.

• Develop and maintain detailed project plans, including:

o Project development schedules

o Scope statements

o Resource allocation and dependencies

o Risk assessment and mitigation strategies

o Build estimates and budget tracking

• Secure stakeholders buy-in and sign-off for key project milestones.

2. Project Execution & Coordination

• Act as the primary liaison between internal teams, clients, and leadership.
• Build and maintain strong client relationships, ensuring clear communication and alignment on expectations, priorities, and project outcomes.
• Manage client expectations and navigate challenging conversations and escalations to support successful project delivery.

• Manage risks, assumptions, issues, and decisions (RAID logs), ensuring timely resolution.

• Collaborate with development teams, business analysts, architects, and product managers to ensure technical alignment.

• Track and manage project deliverables, ensuring alignment with business priorities.

• Provide regular project status updates, ensuring transparency and stakeholder engagement.

3. Resource & Financial Management

• Schedule and optimize resource allocation, resolving conflicts across multiple projects.

• Conduct monthly financial reviews with stakeholders to track budget adherence.

• Manage change requests (CRs), ensuring they are documented, approved, and aligned with budget constraints.

4. Governance & Compliance

• Maintain project artifacts and documentation, including:

o Project charters

o Sign-off documents

o Change request logs

o RAID logs

• Ensure adherence to SDLC, Agile, and DevOps methodologies.

• Monitor compliance with internal governance and industry standards.

5. Project Closure & Continuous Improvement

• Lead formal project closure activities, ensuring lessons learned are documented.

• Conduct post-mortem reviews, identifying process enhancements for future projects.

• Implement continuous improvement initiatives, focusing on efficiency gains.
• Leverage AI and automation to streamline project management activities, reduce manual effort, and improve delivery efficiency.

Qualifications

• Experience: Minimum 3+ years in IT project management, with a focus on technical delivery.

• Certifications: PMP, PRINCE2, or Scrum Master certification is advantageous.

• Methodologies: Strong understanding of SDLC, Agile, Lean, and DevOps practices.

• Tools: Proficiency in Microsoft Project, JIRA, and Confluence.
• AI Fluency: Demonstrated experience using AI tools to improve productivity, quality, and efficiency in day-to-day work.

• Skills:

o Strong communication skills for stakeholder engagement and team coordination.

o Excellent organizational and multitasking abilities for managing concurrent projects.

o Strong problem-solving and risk management skills.

• Industry Knowledge: Financial industry experience preferred.

Use of AI in our Hiring Process:

We are committed to a fair and transparent hiring process. As part of our recruitment practices, we may use artificial intelligence (AI)–based tools. Our tool is designed to assess role-related qualifications in a consistent way and is always used together with human review and decision-making. If you have any questions or concerns about the use of AI in our hiring process, or if you would prefer an alternative assessment method, please let us know and we will be happy to accommodate.