Full-Time

Senior Technical Project Manager

Financial Services, AI-first

Updated on 9/3/2026

Deadline 4/13/27
Sympera AI

Sympera AI

11-50 employees

AI-powered platform for relationship banking

No salary listed

London, UK + 1 more

More locations: Dublin, Ireland

Hybrid

Up to 25% travel to customer bank sites is required.

Category
Solution Engineering
Required Skills
Data Science
Machine Learning
Risk Management

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Requirements
  • At least 8 years of technical project management experience.
  • Demonstrated ownership of at least 3 complex enterprise software or artificial intelligence deployments end-to-end.
  • Strong technical fluency in modern artificial intelligence and data systems.
  • Proven success managing senior stakeholders in regulated environments.
  • Excellent written and verbal communication in English.
  • A track record of running programs with discipline.
  • Readiness to travel for customer engagements.
Responsibilities
  • Lead multi-workstream programs spanning product, data science, engineering, security, customer information technology, customer compliance and fraud teams, and third-party system integrators across multiple jurisdictions.
  • Run delivery using short cycles, working software, instrumented decisions, and evidence-based decision-making within bank change-management calendars.
  • Maintain the operating cadence, including kickoff, weekly delivery, risk and issue management, change control, financial tracking, lessons learned, and regulator-grade documentation.
  • Build repeatable delivery assets, including playbooks, accelerators, model tuning patterns, model risk management evidence templates, and reference deployments.
  • Use artificial intelligence tools for planning, status synthesis, risk analysis, alert and scenario review, customer artifacts, and quality checks.
  • Drive and champion artificial intelligence adoption within teams to deliver measurable business value.
  • Own the end-to-end delivery of SensaAI and NetReveal deployments from kickoff through model tuning, user acceptance, go-live, hypercare, and customer success handoff.
  • Orchestrate cross-functional teams to ensure the technical solution is coherent, compliant, and aligned with agreed financial crime objectives.
  • Drive artificial intelligence deployment readiness for regulated environments, including data lineage, model evaluation and explainability, and alert quality benchmarks.
  • Operationalize the artificial intelligence value case in production with the bank.
  • Produce model risk management evidence packs satisfying SR 11-7, SS1/23, and equivalent regulatory regimes.
  • Serve as the trusted delivery counterpart to the customer’s executive team, including the Chief Compliance Officer, Money Laundering Reporting Officer, Head of Financial Crime, and Chief Information Officer.
  • Run steering committee meetings, regulator-facing readouts, and decision forums.
  • Guide the bank through change management for investigators, model reviewers, and frontline operations.
  • Negotiate scope conversations within a fixed-price, regulated, audit-trailed environment.
  • Support the customer during regulator visits and ensure deployment evidence is complete, accurate, and defensible.
  • Shape Statements of Work, commercial proposals, scope assessments, and change control for high-value engagements.
  • Own financial performance, including revenue, margin, cost to complete, forecasting, and risk or commercial exposure.
  • Identify opportunities for renewals, expansions, and adjacent service offerings.
  • Partner with Customer Success and account teams to support growth forecasting and long-term account planning.
Desired Qualifications
  • Prior career foundation in a technology development or deployment role before transitioning into project management.
  • Direct financial services delivery experience.
  • Hands-on exposure to SensaAI, NetReveal, or competing financial crime platforms.
  • Working knowledge of the regulatory landscape.
  • Experience deploying artificial intelligence or analytics into bank production environments.
  • PMP, Prince2, SAFe, CAMS, or equivalent certification.
  • Experience working across global delivery teams.
  • Fluency in at least one additional language: German, French, Italian, or Spanish.

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

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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.

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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.