Description

Job Description:

Responsibilities:

  • Project Planning and Management: Define and manage project scope, schedule, cost, risk, resources, and quality for wealth management project deliverables.
  • Manage various project streams, as part of overall program delivery.
  • Stakeholder Management: Collaborate with cross-functional teams, including various executives, subject matter experts, and business, operations, and technology groups, to ensure successful project deliverables and overall delivery.
  • Communication: Create presentation material for variance governance meetings, and lead/facilitate monthly steering committee, program operating group, and weekly vendor meetings.
  • Provide regular project updates and status reports to stakeholders and senior management.
  • Risk Management: Identify and mitigate project risks, ensuring effective governance and reporting processes.
  • Solution Implementation: Lead the implementation of wealth management platforms, overseeing customization, testing, and business validation.

Qualifications:

  • Bachelor's degree in IT or business. PMP and CSM certifications are required.

Experience:

  • Minimum 8-10 years of experience in project management, preferably in the financial services or banking sector.

Skills:

  • Project Management: Strong knowledge of project management methodologies and tools, such as Agile development, Jira, and Confluence.
  • Communication: Excellent verbal, written, and presentation skills.
  • Analytical: Strong analytical thinking and problem-solving skills, with the ability to understand complex business rules and processes.
  • Leadership: Ability to lead and motivate teams, with strong organizational, prioritization, and negotiation skills.

Must Have Skills:

  • PMP, Certified Scrum Master, or other relevant certifications.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Extensive experience in both business and technology capacities.
  • Proven effective project leadership leading teams and stakeholders as large as 50.
  • Proficiency in Microsoft Word, Excel, Visio, PowerPoint, MS Project, Jira, and Confluence.
  • Proven experience delivering projects using various methodologies and contexts, including Project Management Body of Knowledge (PMBOK), Project Management Framework (PMF), Project Life Cycle (PLC), System Development Lifecycle (SDLC), Agile / SCRUM.

Good to Have Skills:

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

Key Skills
Education

Any Graduate

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