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 the initiative.
Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy.
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. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
Ensure effective communication and reporting to functional teams, manager, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline.
Support key program leads and resources in executing key deliverables.
Independently identify opportunities to drive project/ programs forward.
Maintain strong partnerships with business and technology teams to drive successful project execution.
Requirements
BS/BA degree required. Advanced degrees a plus.
A minimum of 3-5 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
Ability to quickly turn around high-quality work in a fast-paced environment.
Ability to drive delivery/execution of a wide range of tasks and initiatives.
Ability to work independently, proactively and possess a strong sense of accountability / ownership.
Ability to lead and influence cross-functional teams to meet delivery timelines.
Ability to highlight key risks and issues that may impact the project / program health, and manage the risk to closure.
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 synthesize large amounts of data and information 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 requirements.
Organizational skills and ability to organize information in a meaningful way.
Experience managing one or various workstreams.
High attention to detail; follows through to ensure accuracy of materials.
Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA.
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Comprehensive employee benefits and perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
communicationleadershiporganizational skillsindependenceproactivityaccountabilitypresentation skillsattention to detailability to influenceself-starter