Overview
Remote
Depends on Experience
Contract - W2
Contract - 12 Month(s)
Skills
Project Management
Asset Management
Banking
Credit Cards
Financial Services
Microsoft PowerPoint
IBOR
Job Details
Senior Project Manager (Non-IT) Transformation Office
Contract Type: 12-month contract
Location: Fully remote
Role Overview
Client seeks a highly skilled Senior Project Manager with deep expertise in financial services and investment operations.
This role focuses on business process and operational project management rather than IT project delivery.
The successful candidate will drive the implementation of an IBOR (Investment Book of Record) cloud-based data platform and oversee the transition from legacy platforms to a new data distribution system in collaboration with a third-party provider (Bank York).
Core Responsibilities
- Lead the delivery and integration of an IBOR cloud-based data platform.
- Oversee the transition from legacy investment operations platforms to a new data distribution platform.
- Manage complex middle-office operational processes, specifically within investment operations.
- Ensure seamless coordination between internal teams and external vendors to facilitate effective collaboration.
- Own end-to-end project governance, focusing on business and operational transformation.
Day-to-Day Tasks
- Schedule meetings and manage documentation, including notetaking.
- Compile and update PowerPoint presentations (semi-weekly).
- Track project progress by updating status slides after each sprint.
- Manage joint project plans with both vendors and internal teams.
- Take strong ownership of deliverables with a high level of accountability.
Key Skills & Preferred Experience
- Extensive financial services experience, particularly in brokerage and asset management (not commercial banking or credit card operations).
- Operational background or direct exposure to investment operations, including a solid understanding of the trade life cycle.
- Proven ability to drive project delivery from initiation to completion, not just participate.
- Strong proficiency in Microsoft Office Suite, including PowerPoint, Excel, and Project, with minimal oversight.
- Experience in software implementation projects (even if not from a technical perspective) is beneficial.
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