Senior Project Manager

Overview

We are seeking a senior Project Manager to lead the integration of acquired investment

management businesses into our evolving data and operating model. This individual will

play a critical role in coordinating cross-functional teams, driving execution, and

ensuring alignment between business, investment, operations, and technology

stakeholders.

The ideal candidate combines investment management domain expertise with strong

program delivery and data-related experience. This person must be comfortable

operating in a fast-paced environment, solving complex problems, and driving outcomes

across multiple teams and workstreams.

Responsibilities

Lead integration efforts across acquired entities and existing enterprise

platforms.

Coordinate business, investment, operations, compliance, and technology teams

to ensure successful delivery of integration initiatives.

Develop and manage project plans, milestones, dependencies, risks, and issues.

Facilitate stakeholder meetings and drive alignment across multiple teams and

locations.

Partner with data, reporting, and technology teams to ensure successful

integration of investment and operational data.

Identify and resolve obstacles impacting project delivery.

Provide leadership and mentorship to junior team members and project

participants.

Act as a trusted liaison between business stakeholders and technical teams.

Support relationship management activities until permanent organizational

structures are established.

Qualifications

10+ years of project or program management experience within investment

management, asset management, wealth management, or financial services.

Demonstrated success leading large-scale business or technology integration

initiatives.

Strong understanding of investment operations, portfolio management workflows,

and data-driven business processes.

Experience working with data management, reporting, analytics, or enterprise

technology initiatives.

Exceptional communication, stakeholder management, and organizational skills.

Proven ability to influence without direct authority and coordinate multiple teams

simultaneously.

PMP or equivalent certification preferred.

Preferred Experience

Investment management platforms and operating models.

Data integration, reporting, analytics, and enterprise transformation initiatives.

Experience working with global or distributed teams.