Treasury Onboarding Project Manager

TL;DR

Treasury Onboarding Project Manager (Treasury Services): Providing project and change management, sales, operational, and technical support for successful onboarding of banking products and services with an accent on resolving unique client requirements and ensuring smooth transitions. Focus on owning integrated project plans, leading cross-functional execution, managing risks and escalations, and driving adoption through change management.

Location: Dallas, TX, US (Office - Occasional Travel)

Company

hirify.global Corporation Group operates banking divisions including Bank of Oklahoma, Bank of Texas, and treasury management services like TransFund.

What you will do

• Own integrated project plans, milestones, dependencies, risks, issues, scope changes, and escalations across Lines of Business, Operations, IT, and vendors.
• Drive decision-making, readiness assessments, status reporting with RAG posture, and critical path management for complex projects.
• Collaborate with Onboarding Management and Technical Consultants to improve processes, address gaps, and support client projects.
• Assess change impacts on people, processes, controls, and systems; partner on communications, training, and reinforcement plans.
• Measure readiness, resistance, adoption risks, and ensure deliberate handoffs to business-as-usual operations.

Requirements

• Bachelor’s degree in Business or related field with 7-10 years relevant banking, project/change management, and client onboarding experience.
• Extensive knowledge of banking products/services, Bank/Vendor operations, organizational structure, and product delivery systems.
• Advanced project/change management methodologies, tools, resource practices, and techniques including scope/schedule/quality/risk planning.
• Strong PC/software skills, organization, time management, decision-making, problem-solving, team building, and consultative skills.
• Exceptional interpersonal, verbal, written communication skills for presentations and explaining technical information.

Culture & Benefits

• Build relationships across operations, technology, sales, and multiple lines of business in a positive work environment.
• Deep connection to communities with a focus on putting clients first and tackling challenges collaboratively.
• Stable organization with excellent training and development for long-term career growth.
• Office-based with occasional travel.