Investigate customer project needs by working with sales, account managers, and consultants to understand project success criteria and technical requirements
Perform project plan design to meet the critical path and customer timeframes; employ project charters, RAID Logs, and business requirement documents
Lead the project by assigning tasks to Engineers and communicating statuses to customers through status update meetings
Keep project resources on task, maintain project plan data, drive projects to completion, and activate Monthly Recurring Revenue
Effectively communicate with client technical and non-technical staff by creating digestible project plans that organize tasks into appropriate phases
Lead meetings, migrations, enrollments, moves, surveys, and cutovers at client sites where appropriate
Quickly respond to client inquiries and needs by being highly available

Ability to be a leader of a cross functional project team, as the delivery lead is ultimately responsible to the customer
Advanced experience (2+ years) in project management and/or professional services
Advanced experience (2+ years) working with financial services customers in some capacity (technology, software, account management/csm, support)
Experience implementing managed services and information technology solutions
Skilled in managing project plans, writing project artifacts, and documenting customer workflows
Solid understanding of cloud migrations, networking, cyber security, office buildout/moves, and disaster recovery concepts
Solid understanding of trading (OMS/EMS), accounting, and market data systems
Technical understanding of Thrive approved technologies included but not limited to: Office 365, Intune, and Entra ID Microsoft Server OS Private Cloud Public Cloud (Azure) Networking (Firewalls, Switching, Access Points) Disaster Recovery Backup technology Cyber Security Tools (Web/Mail Filtering, Endpoint Protection)

Project Delivery Lead, Financial Services

Key skills