Project Manager - Product Operations

About the Position

We are seeking a Project Manager - Product Operations to join our fintech team in New York, New York. This role is pivotal in driving AI-driven automation and process innovation, ensuring measurable improvements in delivery velocity and operational efficiency.

About Allvue Systems

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Our mission is to eliminate the boundaries between systems, information, and people, helping our clients achieve their goals. Working at Allvue Systems means being part of a team that's revolutionizing the alternative investment industry. We value innovation, growth, and continuous improvement.

Responsibilities

• AI-Driven Transformation

  • Deploy AI and automation tools to eliminate manual overhead in project tracking, reporting, and workflows.
  • Identify organizational friction points and deploy AI/automation to eliminate waste and accelerate delivery.
  • Build AI-powered workflows to accelerate handoffs between teams and create real-time dashboards for decision-making.
  • Continuously evaluate and pilot emerging AI tools that could transform team productivity.
  • Automate recurring reporting and workflow activities to free capacity for high-value work.
  • Champion experimentation culture and serve as a change agent for AI adoption across the organization.

• Project Delivery & Execution

  • Lead the planning and execution of cross-functional product initiatives from discovery through delivery and go-to-market readiness.
  • Develop and maintain project plans with milestones, deliverables, timelines, and dependencies.
  • Build stakeholder engagement plans and drive adoption of new processes, tools, and ways of working.
  • Identify risks, manage dependencies, and drive alignment on prioritization through transparent communication.
  • Ensure deliverables meet agreed timelines and quality standards.

• Cross-Functional Coordination

  • Coordinate workstreams across product management, engineering, design, sales, marketing, and customer success teams.
  • Facilitate regular project meetings to review progress, resolve blockers, and maintain alignment across stakeholders.
  • Ensure stakeholders have visibility into timelines, deliverables, and key project milestones.
  • Support collaboration between teams to maintain smooth handoffs throughout the product lifecycle.

• Process Optimization & Operating Model Evolution

  • Support the Head of Product Strategy & Operations to evolve the target operating model from discovery through GTM.
  • Design and document end-to-end workflows spanning product discovery, development, release management, and GTM readiness.
  • Identify bottlenecks through process mining and implement continuous improvement solutions.
  • Build repeatable playbooks for launches, beta programs, and feature rollouts.
  • Create templates and procedures that reduce manual effort and improve consistency.

• Stakeholder Communication

  • Translate product strategy into executable roadmaps with clear milestones.
  • Present status, risks, and recommendations to senior leadership with data-driven insights.
  • Facilitate workshops to align teams on objectives and drive consensus.
  • Communicate risks, dependencies, and change initiatives transparently.

Requirements

• Experience

  • 4–6 years of experience in project management, product operations, or program coordination roles within SaaS, fintech, or enterprise software organizations.
  • Experience coordinating cross-functional initiatives involving product, engineering, and go-to-market teams.
  • Hands-on experience implementing AI/ML tools for automation or predictive analytics.
  • Strong understanding of agile methodologies with the ability to recommend and drive process improvements.
  • Experience coordinating cross-functional initiatives and managing project timelines in fast-paced environments.

• Core Competencies

  • Project Execution: Ability to manage multiple initiatives simultaneously while maintaining organization, structure, and clear communication.
  • AI & Automation Fluency: Good understanding of AI capabilities for operational use cases, hands-on experience implementing AI tools, ability to evaluate emerging technologies.
  • Execution Bias: Move from strategy to action quickly, deliver results under ambiguity, bias toward proving value then scaling.
  • Systems Thinking: Connect dots across functions, anticipate downstream impacts, design solutions addressing root causes.
  • Stakeholder Influence: Build credibility without formal authority, persuade through data and demonstrated results.
  • Adaptability: Thrive in evolving environments, adjust based on feedback, make progress without perfect information.
  • Communication: Synthesize complex information into actionable insights, tailor style to audience.

• Preferred Qualifications

  • Experience working in fintech, financial services, or regulated technology environments.
  • Familiarity with product management and delivery frameworks such as Agile, Scrum, or Kanban.
  • Experience supporting process improvement or operational efficiency initiatives.
  • Exposure to product launch coordination or go-to-market readiness processes.

• Required / Preferred Tools & Technologies

  • Technical Skills
    • Experience with project management and collaboration tools such as Jira, Asana, Monday.com, Miro, or Confluence.
    • AI & Automation Tools: Hands-on experience with generative AI (ChatGPT, Copilot), automation platforms (Zapier, Make), AI-powered analytics/predictive tools.
    • Familiarity with reporting or analytics tools used for project tracking and operational visibility.
    • Understanding of the software development lifecycle and modern engineering practices (CI/CD, DevOps).
    • Strong data analysis skills with the ability to build dashboards and extract insights from complex datasets.

Education/Certifications

• Bachelor's degree in a related discipline.

We Offer

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year-end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences, and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create, and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.