Description

Key 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, and 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:

Education: 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

Education

Bachelor's degree