Project Manager

• Support the project team by maintaining a clearly defined project plan.
• Organized updates on statuses for all project related tasks
• Managing follow ups and delegation of tasks throughout the project
• Support the integration of new advisors onto the Orion system.
• Analyze the conversion of history and reconcile outliers pertaining to the historical conversion
• Document required processes for ongoing system support and help facilitate user integration and acceptance testing.
• Ensure the existence of adequate internal controls and compliance with regulatory requirements
• Assist with improvement projects and maintain written procedures on all aspects of this position

Project Manager – Operations Analyst

Project Manager

Customer Project Manager

Project Coordinator

Senior Project Manager