Senior Project Manager (Digital & Client Experience) - Hybrid NYC
?Our client is a leading national financial services organization dedicated to helping those in the academic, medical, cultural, and governmental fields plan for a secure financial future. With a massive footprint in retirement services and an unwavering commitment to social responsibility, this technology-driven business is currently undergoing a significant digital transformation to enhance how millions of clients interact with their financial portfolios.
?As a Senior Project Manager within the Digital & Client Experience (D&CX) portfolio, you will play a critical role in the operational delivery of high-priority digital initiatives. Rather than managing a single product backlog, you will sit at the program level, providing the essential structure, data analysis, and reporting required to keep complex workstreams on track. This is an ideal role for a detail-oriented professional who thrives in large-scale enterprise environments and enjoys the "engine room" mechanics of project delivery, from budget forecasting to cross-team coordination.
?Requirements
- ?Enterprise Project Coordination: Proven experience supporting large-scale programs or portfolios within a complex corporate environment (Financial Services experience preferred).
- ?Data & Financial Literacy: Strong ability to collect and analyze project data, including cost-benefit analysis, budget tracking, and resource forecasting.
- ?Reporting Expertise: Advanced proficiency in creating executive-level progress reports, dashboards, and status updates using tools like Excel, PowerPoint, or specialized PMO software.
- ?Risk Management: Demonstrated track record of identifying project risks, tracking dependencies across multiple teams, and documenting mitigation plans.
- ?Communication: Exceptional verbal and written communication skills, with the ability to translate technical updates into business-friendly status reports.
?Responsibilities
- ?Portfolio Support: Monitor and track project timelines and deliverables across the D&CX portfolio to ensure alignment with broader business goals.
- ?Performance Tracking: Maintain accurate project documentation and prepare recurring status reports for leadership, highlighting key milestones and potential bottlenecks.
- ?Financial Oversight: Support the lead Project Manager in managing project budgets, tracking actual spend against forecasts, and analyzing variances.
- ?Stakeholder Coordination: Act as a central point of contact for diverse workstreams, including Product, Tech, and Business units, to ensure seamless information flow.
- ?Process Optimization: Identify opportunities to streamline project management workflows and improve the accuracy of reporting data.
?Compensation & Culture
?This is a contract-to-hire opportunity offering a competitive pay rate of up to
$50/hour, depending on experience. The organization prides itself on a culture of inclusion, stability, and professional growth, offering a flexible hybrid work model that balances remote productivity with meaningful in-person collaboration. You will be joining a team that values precision, transparency, and the collective mission of improving the financial well-being of their clients.
Then in LinkedIn recruiter, get 30-40 InMails out, and tell them to call you ASAP. Provide your number. You can phrase it like "we have a new opening, and we have until end of day to submit a few profiles. Would love to get your profile submitted as soon as possible if it makes sense and you're interested
See insight on how to run the search below. Start by plugging in the suggested companies, then title, then keyword. Re run the search without the company names after. You'll find people, and they will call.
For titles
- Project Manager
- ?Project Manager - PMO
- ?Digital Project Manager
- ?Project Manager - Governance & Reporting
- ?Implementation Project Manager
- ?Operations Project Manager
- Digital transformation project manager
??? Simple Keywords for Your Search
?Use these terms to filter out the "Agile Product" people and find the "Execution and Reporting" people:
- ?"Status Reporting" (Essential for this role)
- ?"Budget Tracking" or "Financials"
- ?"Project Governance"
- ?"Stakeholder Management"
- ?"Dashboards" (Excel, Power BI, or SharePoint)
- ?"Digital Transformation"
?? Companies to Target
?Look for "Heavy Governance" companies where Project Managers spend a lot of time on documentation and process:
- ?Banking/Finance: JPMorgan Chase, Capital One, Wells Fargo (high-process environments).
- ?Insurance: Liberty Mutual, Travelers, Geico (known for large internal digital programs).
- ?Healthcare/Pharma: Pfizer, UnitedHealth Group, CVS Health (highly regulated and reporting-heavy).
- ?Large Professional Services: Accenture or Cognizant (look for "Project Managers" on internal delivery teams).
Senior Project Manager (Digital & Client Experience) - Hybrid NYC
?Our client is a leading national financial services organization dedicated to helping those in the academic, medical, cultural, and governmental fields plan for a secure financial future. With a massive footprint in retirement services and an unwavering commitment to social responsibility, this technology-driven business is currently undergoing a significant digital transformation to enhance how millions of clients interact with their financial portfolios.
?As a Senior Project Manager within the Digital & Client Experience (D&CX) portfolio, you will play a critical role in the operational delivery of high-priority digital initiatives. Rather than managing a single product backlog, you will sit at the program level, providing the essential structure, data analysis, and reporting required to keep complex workstreams on track. This is an ideal role for a detail-oriented professional who thrives in large-scale enterprise environments and enjoys the "engine room" mechanics of project delivery, from budget forecasting to cross-team coordination.
?Requirements
- ?Enterprise Project Coordination: Proven experience supporting large-scale programs or portfolios within a complex corporate environment (Financial Services experience preferred).
- ?Data & Financial Literacy: Strong ability to collect and analyze project data, including cost-benefit analysis, budget tracking, and resource forecasting.
- ?Reporting Expertise: Advanced proficiency in creating executive-level progress reports, dashboards, and status updates using tools like Excel, PowerPoint, or specialized PMO software.
- ?Risk Management: Demonstrated track record of identifying project risks, tracking dependencies across multiple teams, and documenting mitigation plans.
- ?Communication: Exceptional verbal and written communication skills, with the ability to translate technical updates into business-friendly status reports.
?Responsibilities
- ?Portfolio Support: Monitor and track project timelines and deliverables across the D&CX portfolio to ensure alignment with broader business goals.
- ?Performance Tracking: Maintain accurate project documentation and prepare recurring status reports for leadership, highlighting key milestones and potential bottlenecks.
- ?Financial Oversight: Support the lead Project Manager in managing project budgets, tracking actual spend against forecasts, and analyzing variances.
- ?Stakeholder Coordination: Act as a central point of contact for diverse workstreams, including Product, Tech, and Business units, to ensure seamless information flow.
- ?Process Optimization: Identify opportunities to streamline project management workflows and improve the accuracy of reporting data.
?Compensation & Culture
?This is a contract-to-hire opportunity offering a competitive pay rate of up to
$50/hour, depending on experience. The organization prides itself on a culture of inclusion, stability, and professional growth, offering a flexible hybrid work model that balances remote productivity with meaningful in-person collaboration. You will be joining a team that values precision, transparency, and the collective mission of improving the financial well-being of their clients.
Then in LinkedIn recruiter, get 30-40 InMails out, and tell them to call you ASAP. Provide your number. You can phrase it like "we have a new opening, and we have until end of day to submit a few profiles. Would love to get your profile submitted as soon as possible if it makes sense and you're interested
See insight on how to run the search below. Start by plugging in the suggested companies, then title, then keyword. Re run the search without the company names after. You'll find people, and they will call.
For titles
- Project Manager
- ?Project Manager - PMO
- ?Digital Project Manager
- ?Project Manager - Governance & Reporting
- ?Implementation Project Manager
- ?Operations Project Manager
- Digital transformation project manager
??? Simple Keywords for Your Search
?Use these terms to filter out the "Agile Product" people and find the "Execution and Reporting" people:
- ?"Status Reporting" (Essential for this role)
- ?"Budget Tracking" or "Financials"
- ?"Project Governance"
- ?"Stakeholder Management"
- ?"Dashboards" (Excel, Power BI, or SharePoint)
- ?"Digital Transformation"
?? Companies to Target
?Look for "Heavy Governance" companies where Project Managers spend a lot of time on documentation and process:
- ?Banking/Finance: JPMorgan Chase, Capital One, Wells Fargo (high-process environments).
- ?Insurance: Liberty Mutual, Travelers, Geico (known for large internal digital programs).
- ?Healthcare/Pharma: Pfizer, UnitedHealth Group, CVS Health (highly regulated and reporting-heavy).
- ?Large Professional Services: Accenture or Cognizant (look for "Project Managers" on internal delivery teams).