Job Description
Looking for a Senior Project Manager that has business knowledge of the financial services industry (broker/dealer, wealth management, banking, mutual funds, insurance) and ideally, integration experience within that sector, i.e., integrating multiple firms onto common systems and processes. Specifically looking for background with RIA - Registered Investment Advisory background.
Candidate must be a strong driver and decision facilitator and be able to articulate problems and potential solutions effectively to both executive leaders and project team members. Ability to determine reasonable project deliverable dates and drive the organization and project resources toward those dates is also critical for success.
We only hire W-2 employees. No independent contractor (or corp to corp) relationships will be considered.
Responsibilities of Project Manager
- Set project timeline and drive all participants to meet their respective deadlines
- Monitor project deliverables for completeness and accuracy
- Identify, manage and escalate issues and risks
- Update relevant stakeholders or team members on the project progress
- Coach and support project team members with tasks assigned to them
- Manage multiple projects simultaneously
Qualifications
- Bachelor's Degree or equivalent experience
- 10+ years as a Project Manager in a multi-disciplinary environment
- Excellent facilitation, written, and organizational skills
- Results-driven person with a proven record of successful execution
- High level of expertise with Microsoft Office products
- Business background required:
- Strong business acumen in financial services industry, preferably broker dealer or wealth management
- Experience integrating multiple firms onto common systems and processes