Project Manager - Wealth Management

W-2 hourly only

The Wealth and DIstribution Technology team is seeking an experienced project manager to lead projects supporting our career agency system.

In this role you will be responsible for planning, day-to-day execution, management, implementation and reporting of projects often of varying scope that involve teams across the enterprise.

Accountable to manage and monitor project tasks and controls during project planning and delivery activities to ensure on-time and quality goals are met within scope and budget.

Work independently and apply project management knowledge, skills, tools and techniques to project deliverables, processes, communications, and presentations to meet or exceed stakeholder needs and expectations.

Understand, apply, promote and contribute to client's use of different delivery methodologies, standards and tools.

RESPONSIBILITIES

• Lead project teams during all phases of the development life cycle including requirements gathering and analysis, design, build, pilot, implementation and continuous service
• Develop project plans, manage, monitor and report on all project tasks, activities, expectations, controls and deliverables
• Supply accurate project estimates and tightly manage project budget, approved funding, forecasts and actuals
• Secure and maintain project resources and actively manage resource plans
• Work with architects, developers, and others to plan, develop and document scope of work, and manage the execution of projects/product changes in response to requirements from stakeholders
• Remain focused on big picture and prioritize competing responsibilities
• Gain recognition as a trusted advisor with customers and stakeholders at all levels of the organization
• Listen and effectively communicate with clarity, precision and transparency
• Naturally lead and command authority; influence and inspire across a matrixed organization (i.e. without control or positional authority)
• Anticipate and head off problems that can jeopardize delivery, budget or customer acceptance
• Exercise independent and fair consensus-building skills when conflicts arise
• Hold self and project team accountable for outcomes
• Motivate teams to work together, communicate, and deliver
• Remove barriers to enable project team to complete objectives no matter how difficult; drive and influence decisions
• Actively coach and mentor members of the organization
• Effectively operate with limited information and ambiguity
• Effectively negotiate priorities and solutions
• Manage vendor relationships as required
• Drive lessons learned and knowledge retention for future use

• QUALIFICATIONS
• Minimum of 8 years relevant Program/Project Management experience; driving execution of large complex projects
•  
• Previous experience with delivering projects involving financial services products , preferably asset and wealth management products, processes (e.g Fixed Income, Equity, OTC, Alternatives, Trust Services, Trade Order Management, Execution Management, CRM, Onboarding, Financial and Regulatory reporting for FINRA, OCC regulators etc.) and Broker Dealer
•  
• Experience with both Waterfall and Agile methodologies
• Proven ability to apply advanced project and program management skills, tools and techniques to project deliverables, processes, communications and presentations
• Advanced knowledge of project lifecycle
• Effectively utilize current project planning, reporting and support tools (e.g. MS project, JIRA, Confluence, Clarity)
• Experience with managing vendor relationships

• Excellent interpersonal communication, conflict management, coordination, and planning skills with cross-functional teams
• Ability to assess a project's scope and the team's ability to execute
• Ability to collaborate across diverse teams and organization
• Strong organization skills and detail oriented
• PMP Certification (PMP and/or Agile Scrum Master) preferred
•