Provide project management support for initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness
Collaborate with partners in the business, technology, and risk and control functions
Provide support, and work with project teams, to build out a project’s governance, reporting and tracking, from initiation, to execution, and to scale
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
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, and stakeholders
Support key program leads and resources in executing key deliverables
Independently identify opportunities to drive project/ programs forward
Requirements
BS/BA degree required
A minimum of 2-4 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 independently
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
Skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint
Benefits
some of the most attractive and comprehensive employee benefits and perks in the industry
Applicant Tracking System Keywords
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