Sr. Project Manager (Financial Services)

Wealth Management, Client Reporting
Contract Independent, Contract W2, 6 Months
$70 - $90
Travel not required

Job Description


  • Inform project stakeholders of key issues that may impact project completion.
  • Work with director of technology and project managers to optimize resource utilization.
  • Develop relationships with assigned project team members and stakeholders across business area(s).
  • Define tasks, identify project resources, and assign individual responsibilities.
  • Develop comprehensive sprint plans with stakeholder approval of scope and timeline.
  • Drive closeout of project issues.
  • Report on progress of projects and possible project risks to stakeholders, as appropriate.


  • 7+ years’ of project experience using client reporting, billing and trading systems within the wealth management industry required.
  • 7+ years of experience as a project manager/business analyst and/or manager of technology projects required.
  • Bachelor’s Degree in Computer Science, Information Systems, or a related field of study required.
  • Demonstrated project management experience leading technology projects.
  • Experience working directly with senior investment professionals and technology vendors.
  • Experience with Excel required.
  • Understanding of wealth management operations.
  • Ability to document functional requirements based on summary of interviews with business owners.
  • Delivers clear, effective communication with senior professionals.
  • Detail oriented and able to prioritize tasks.
  • Organized – ability to multi-task.
  • Excellent problem solving and analytical skills.
  • Works cooperatively with others to accomplish objectives.
  • Demonstrates initiative and persistence – is self-motivated.
  • Ability to influence outcomes without formal authority
Dice Id : 10109498
Position Id : 5921886
Originally Posted : 2 years ago
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