Job#: 3047086 Job Description: The Senior Project Manager will work within the Firm Program Management Office (FPMO), leading large-scale, complex financial services initiatives that directly impact end users and contribute to the firm's strategic objectives. This role is responsible for overseeing multiple high-priority projects within the Investment Advisory Platform (IAP) portfolio, partnering with stakeholders across business, technology, and leadership teams to drive successful outcomes and deliver innovative fee-based investment solutions for clients.
The Investment Advisory Platform (IAP), is a highly strategic area undergoing significant transformation. Highlights include:
Supporting innovative investment advisory solutions and new product offerings.
Working across multiple client segments, including high-net-worth clients.
Influencing initiatives that directly impact both clients and branch teams.
Contributing to a major strategic growth area that represents approximately half of the firm's long-term growth objectives.
Participating in transformational work that is reshaping how the firm delivers wealth management and investment advisory services.
This role is heavily focused on the front-end phases of project delivery, including scope definition, business requirements, stakeholder alignment, and strategic planning. The Senior Project Leader will partner closely with business sponsors and Digital teams to shape solutions, establish priorities, and prepare initiatives for successful execution. Success in this role requires the ability to navigate ambiguity, influence stakeholders across multiple levels of leadership, and drive strategic decisions that impact business performance, client outcomes, and portfolio objectives.
Projects are managed using Agile and Product Management practices and require close collaboration with portfolio owners, client segment leaders, Digital Solution Train Engineers, business stakeholders, and external vendors. Initiatives often span multiple business areas, divisions, and third-party partners, requiring exceptional leadership, coordination, and risk management skills.
Key ResponsibilitiesProject Planning- Define project scope, objectives, deliverables, milestones, and resource requirements.
- Partner with business sponsors and stakeholders to identify business needs, gather requirements, and develop strategic recommendations.
- Facilitate discussions that drive clarity and alignment on project objectives, priorities, and expected outcomes.
- Coordinate internal and external stakeholders to support successful project delivery.
- Apply project management and risk management best practices throughout the project lifecycle.
- Partner closely with Digital teams to ensure business requirements and strategic objectives are clearly defined and ready for execution.
Project Execution- Lead multiple concurrent epics and strategic initiatives simultaneously.
- Coordinate cross-functional teams to achieve project objectives and milestones.
- Manage project dependencies across business and technology workstreams.
- Facilitate project governance activities and support decision-making with senior leaders and stakeholders.
- Build and maintain strong working relationships across multiple functional areas.
- Drive stakeholder alignment and proactively address risks, roadblocks, and competing priorities.
- Lead highly visible initiatives with significant business impact.
Project Control and Risk Management- Monitor project scope, schedule, budget, and quality objectives.
- Identify, assess, manage, and escalate project risks and issues as appropriate.
- Develop mitigation strategies and recommend corrective actions when required.
- Track and communicate project status, progress, and performance metrics.
- Provide data-driven insights and recommendations to support executive decision-making.
Required Skills- Expertise in project lifecycle management, particularly during project initiation, planning, analysis, and stakeholder alignment phases.
- Strong business acumen and the ability to translate strategic objectives into actionable project plans.
- Demonstrated ability to define scope, gather and refine requirements, and facilitate strategic business discussions.
- Experience managing multiple complex initiatives simultaneously in a fast-paced environment.
- Strong executive communication, facilitation, and stakeholder management skills.
- Ability to influence decision-making across multiple levels of leadership without direct authority.
- Experience navigating ambiguity and independently prioritizing competing demands.
- Proven ability to lead cross-functional teams and build strong relationships across business and technology organizations.
- Strong problem-solving, negotiation, and conflict-resolution skills.
- Experience using project management tools such as Clarity, Aha!, Jira, Microsoft Project, PowerPoint, and Excel.
Qualifications- Bachelor's degree required; concentration in Accounting, Finance, Business, or a related field preferred.
- 7+ years of project, program, or related leadership experience.
- Experience leading multiple large-scale, complex initiatives simultaneously.
- Experience delivering projects within the financial services industry required.
- Brokerage, wealth management, or investment advisory experience strongly preferred.
- Experience working with fee-based advisory products, investment platforms, or related financial services solutions preferred.
- Experience partnering with senior leaders, sponsors, and executive stakeholders to support strategic decision-making.
- Experience working in Agile, Product Management, or hybrid delivery environments.
- PMP, SAFe, Product Management certification, and/or Series 7 license preferred.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
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