Provide program management support for select strategic initiatives, regulatory change, or integration efforts
Coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting
Working with all functional disciplines impacted by the project to ensure ‘end to end’ planning is comprehensive and results in a project plan that will achieve stated goals of project
Create a governance structure for managing complex programs that involve multiple business, technology and control partners
Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities
Manage dependencies with legal, risk and compliance partners
Provide transparency to stakeholders into progress towards project goals
Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
Provide mechanisms to capture & monitor remediation of any potential risks
Monitor project costs and resource allocations to ensure investment is used in the best interests of Firm
Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control
Manage project managers and consultants to deliver against firm priorities
Requirements
BS/BA degree required
Advanced degrees a plus
A minimum of 10 years of professional experience in project management, product management or technology
Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting
Occasional travel may be required
Proven ability to manage delivery/execution of a wide range of tasks and initiatives
Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
Ability to lead and influence cross-functional teams where there is no direct reporting chain
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
Independent self-starter who can manage multiple activities to aggressive deadlines
Eagerness to learn the business and understand detailed technical requirements
Experience managing major organizational change programs, such as merger integrations or corporate restructure
Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint
Benefits
opportunity to work alongside the best and the brightest
supported and empowered environment
attractive and comprehensive employee benefits and perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
strong written communicationstrong verbal communicationpresentation skillsindependent self-starterability to manage multiple activitiesability to influence teamseagerness to learninterpersonal skillsorganizational skillstailoring messages