Project Manager, New Client Onboarding - Financial Technology - Raleigh

The Project Manager, Data Onboarding is responsible for leading the data conversion and validation work required to successfully onboard new clients to the Advyzon platform.

This role owns the coordination and execution of key data onboarding activities, including establishing custodial data feeds, converting portfolio accounting data from a client’s prior system, validating converted data, performing quality assurance, and supporting CRM data conversions.

The Project Manager will work closely with clients, internal technical resources, and the Technical Consultant responsible for product training to ensure each onboarding is completed accurately, efficiently, and with a strong client experience.

The ideal candidate is process-oriented, highly organized, and comfortable managing complex projects involving multiple data sources and stakeholders.

They are a strong communicator who can guide clients through technical and operational requirements, coordinate internal resources, and take ownership of issues through resolution.

with portfolio accounting systems, data reconciliation, and financial data conversions is strongly preferred.

Success in this role also requires creativity, curiosity, and strong problem-solving skills, as new data sources and conversion requirements regularly require the team to develop and validate new approaches.

This individual must work well within a collaborative Project Management team, actively sharing knowledge, helping teammates, and contributing to improvements that make the onboarding process more consistent, scalable, and efficient.

The role will also be expected to leverage AI and automation tools to improve productivity, reduce manual work, and strengthen the quality of the onboarding experience.