Description

You will manage the scope, schedule, cost, risk, and quality for wealth management project deliverables.

Responsibilities

• Manage multiple project streams and oversee the implementation of wealth management platforms, including customization, testing, and business validation.
• Lead stakeholder engagement by collaborating with executives, subject matter experts, and technology groups.
• Facilitate monthly steering committees, program operating groups, and weekly vendor meetings.
• Identify and mitigate project risks through effective governance and reporting processes.
• Create presentation materials for variance governance meetings and provide regular status reports to senior management.

Required Skills

• 8-10 years of project management experience, specifically in financial services or banking.
• PMP and Certified Scrum Master (CSM) certifications are required.
• Proven leadership of teams and stakeholders of up to 50 people.
• Experience delivering projects using PMBOK, PMF, PLC, SDLC, and Agile/Scrum methodologies.
• Deep understanding of financial markets, investment products, and regulatory requirements.
• Proficiency in Jira, Confluence, MS Project, Visio, Excel, PowerPoint, and MS Word.
• Strong background in both business and technology capacities.
• Ability to analyze and understand complex business rules and processes.

Preferred Skills

• Experience creating training materials and training end-users on new systems.
• Experience managing vendor contracts.
• Experience communicating with regulatory bodies and industry partners.

Key Skills

Education

Any Graduate