Project Manager

Portfolio Operations, Business Process Change Management, Hyperion Dashboard, Project Planning, FX, Senior Project Manager, FX Trading, Hyperion, Business Process, Change Management, Business requirements, Dashboard, JIRA, Operational excellence, Wealth management, Vendor relationships
Contract W2, Contract Independent, Contract Corp-To-Corp, 12 Months
Depends on Experience
Travel not required

Job Description

Project Manager 
Work Location is San Francisco.   
Local Candidates preferred
-Mandatory Skills under the general direction of the PWM PMO VP Program Director, the Project Manager role manages the Corporate Projects realm of Private Wealth Management.
-The individual is extremely adaptable and could manage multiple highly complex projects.  
-The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.
Line of Business-Specific Requirements:
-Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein.
-Experience with Wealth Management Products and Platform and the underlying data is very desirable.
-10+ years as a Project Manager is essential for this role. Candidates with less experience will not be considered.  
-Project reporting, governance and transparency is also very essential and must be demonstrated through previous projects and success.
-Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.
-Requires experience in both waterfall and agile methodologies
What you’ll do as a Senior Project Manager:
-Collaborate with Product Owner (PO) and Tech Owners (TO) to identify, summarize and capture the Product Vision, Roadmap, and Backlogs
Define and manage the Product Roadmap in JIRA:
-Idea to Initiative to EPIC to User Story Partner with PO and TO on monthly progress update to present at Functional Lead meeting Plan, facilitate and summarize new Product Increment planning events (done each quarter) Help manage risks and dependencies crossing work streams Escalate and track impediments crossing work streams
-Provide input on resourcing to address critical bottlenecks Work with the Enterprise Portfolio Office (EPO) on program execution and operational excellence Understand and operate within Budgets, complete monthly
-Hyperion forecast Provide Dashboard reporting to PO for bi-monthly Business Product Updates meeting as required Will be required to drive developing business requirements, process flows, use cases, test plans and other work streams related activities and artifacts.
-Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling.
-May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
-Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement.
-Monitors project and/or program execution and escalates project risks and issues early.
-Facilitates adoption of business process changes and leads project team and stakeholders through effective Change Management Develops detailed training, communication and rollout plans and manages business process changes Leads integration of multiple upstream and downstream data interfaces
-Manages time bound regulatory compliance projects impacting critical business functions
You could be a great fit if you have:
-Bachelor’s degree (Masters preferred) in business management
-10+ years of strong project management skills and relevant experience in a PMO environment
-Senior management related leaderships skills
-Experience executing enterprise-level projects and/or product management
-Superior communication skills
-Experience with FX trading, complex system integrations and deploying commercial-off-the-shelf vendor hosted applications
-Experience with Agile, Waterfall methodologies and related certifications
-Proven leadership, relationship management, problem solving, and conflict resolution skills
-Successful track record of senior project level experience, including large scale enterprise wide initiatives
-8+ years working within a PPM Practice responsible for portfolio operations management and delivering all required processes and tools to be successful
-Strong People leadership skills
-Articulate, persuasive communicator with ability to build trust and effectively work across all levels of the organization.--Able to influence change and gain buy-in, including with executives and challenging audiences.
-Ability to influence without authority
-Results-oriented; knows how to evaluate effectiveness of execution on a wide range of initiatives/programs.
-Skilled at defining, motivating, and driving change at executive level and across the broader community of stakeholders
-Ability to think strategically and create new and better ways for the organization to be successful
-Makes good and timely decisions that keeps the organization moving forward; combines analysis, wisdom, experience, and judgment in decision quality
Dice Id : 10106409
Position Id : PM 4005
Originally Posted : 4 months ago
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