Digital Project Manager- Investment Platforms

Alpharetta, GA, US • Posted 28 days ago • Updated 33 minutes ago
Full Time
On-site
USD $80.00 - 85.00 per hour
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Job Details

Skills

  • Capital Market
  • Solution Management
  • Organized
  • Fluency
  • TPM
  • Total Productive Maintenance
  • Database
  • Personas
  • Project Delivery
  • User Experience
  • Cross-functional Team
  • Accountability
  • Roadmaps
  • Presentations
  • Leadership
  • Budget
  • Project Management
  • Software Engineering
  • Teamwork
  • Collaboration
  • Resource Allocation
  • Business Analysis
  • Systems Analysis
  • Communication
  • Articulate
  • Microservices
  • Cloud Computing
  • Microsoft Azure
  • Amazon Web Services
  • Content Management Systems
  • Sitecore
  • Adobe Experience Manager
  • Workflow
  • Data Mapping
  • MIRO
  • Microsoft Excel
  • SQL
  • Microsoft Visio
  • Financial Services
  • Asset Management
  • Wealth Management
  • Customer Facing
  • Business-to-business
  • Management
  • Trading
  • Agile
  • SAFE
  • PMBOK
  • Information Technology
  • Privacy
  • Finance
  • Credit Cards
  • Banking
  • Onboarding
  • Payroll
  • Training
  • Reporting
  • LinkedIn

Summary

Job Title: Technical Project Manager trading platforms/capital markets
Location: Alpharetta Georgia 30005 (3 days onsite)
Duration: 12+ Months Contract with Extension
Job id - 174104

THE TEAM
The Platform Solution Management team at Parametric:
We are responsible for defining and enabling cross-platform business solutions that meet the needs of clients over time. Solutions are products, services, or systems that provide value to the client, whether internal or external to the PPA enterprise.
Sitting at the intersection of business, clients and technology, we collaborate with multiple teams to understand solution context and define the solution vision, intent, roadmap and capability set.
This team manages tracking and timely execution of the digital solution vision and roadmap the team has established based on enterprise objectives and strategy.

ABOUT THE ROLE
We are seeking a highly organized, technically fluent Technical Project Manager (TPM) to lead delivery across our digital platforms for financial advisors to evaluate, implement, and manage our bespoke investment solutions. This platform supports the full lifecycle-from solution discovery and portfolio transition analysis to account opening, transactions, and performance reporting-and integrates with multiple internal systems and databases. Internal personas are also users of this digital platform in helping to enhance and execute against the needs of clients throughout their journey with Parametric.

This role has overall accountability for the technical project delivery roadmap across all dependencies. The individual in this role will closely collaborate with engineering teams, product managers, UX Designers, business analysts, business leaders, and other key stakeholders to facilitate alignment, identify and track dependencies, establish and lead critical cross-functional team meetings, manage action items and owners, and establish a culture of accountability. Through their leadership in this project management role, they will help the team successfully execute its ambitious roadmap, and be accountable for accurately tracking delivery dates, escalating blockers promptly as needed to address risks as they arise, and assist in communicating roadmap status to senior stakeholders across the firm.

PRIMARY RESPONSIBILITIES
Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams.
Translate product roadmaps into executable project plans, milestones, dependencies, and resourcing forecasts.
Meet business objectives by successfully designing, implementing, and guiding programs to completion.
Drive quarterly PI Planning by cross-functional collaboration to establish the specific deliverables committed by the team in the upcoming quarter while noting critical risk and dependencies.
Documenting all aspects of work and presenting progress to leadership and stakeholders.
Proven ability to manage complex technology projects that include dependencies owned by senior leaders across the firm.
Build and maintain strong relationships with senior stakeholders and share progress reports.
Develop a program plan, including goals, scope, schedule, and resources.
Align program objectives with the company's strategic goals and ensure consistency with organizational priorities.
Establish project tasks and milestones.
Assign responsibilities to team members.
Monitor the progress of projects and make updates when necessary.
Collaborate with vendors, contractors, and external partners to ensure they meet program objectives and deliverables.
Identify and mitigate risks and issues impacting program delivery and ensure projects meet deadlines and budgets.
Troubleshoot and resolve issues that arise during projects.
Identify areas for improvement in project management practices
Engage with program/process owners, stakeholders and business partners as necessary to communicate project objectives, strategy, tactics, and ongoing progress. Drive alignment and build trust with stakeholders.
Facilitate and enhance the communication and process between IT and the business to establish software engineering priorities, work direction, and best practices; includes working with key stakeholders in the business, business analysts, and developers.
Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships.
Effective balance member, business, and technical goals with available resources (this is really about resource allocation

JOB REQUIREMENTS
Bachelors degree in related field required, or combination of equivalent work/education experience.
A minimum of 10+ years of experience leading complex development and integration projects, strategy, Business Analysis or System analysis, preferably in the finance/asset management industry
Excellent communication - both verbal and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
Calm under pressure with competing priorities and hard deadlines
Highly proactive problem-solver with strong escalation judgment
Clear, confident communicator with both senior technical and business stakeholders
Advanced experience working with Scaled Agile software development processes
Demonstrated success leading and directing others to achieve measurable results.
Ability to empathically understand and articulate user needs
Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
Comfort working with modern web architectures, APIs & microservices, Cloud-based infrastructure such as Azure and AWS, content management systems such as Sitecore and Adobe AEM
Data & reporting platforms
Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Teams, Miro/Lucid, Excel, SQL and Visio
Understanding of analysis and artifact goals throughout the solution lifecycle
Ability to learn quickly and work in a changing environment and under tight deadlines
Ability to independently manage personal timelines and meet tight deadlines
Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams

HIGHLY DESIRED
Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform.
Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience

About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit
At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:
  • Pay any fee to be considered for, submitted to, or selected for any opportunity.
  • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
  • Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
Pay Range: $80-85/hr.
The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.
If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at +1 . To report any concerns, please email us at
Add your LinkedIn Hashtag at end of the job description
#LI-HY1
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: ptrtx
  • Position Id: 174104
  • Posted 28 days ago

Company Info

About PTR Global

Pinnacle Group is a leading provider of information technology and workforce solutions. Pinnacle Group includes Pinnacle Technical Resources, Inc., its flagship information technology staffing and consulting services provider; Pinnacle MSP, a managed services provider; Pinnacle Payrolling, a payrolling and independent contractor compliance provider; Pinnacle Canada, which provides staffing, MSP and payrolling services in Canada.

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