CareerPlan

Sr Project Manager - Wealth Management

Chicago, IL, USFull-time$115k–$195k2026-11-07 → 2026-11-09
No visa sponsorship

Core

Managing multiple concurrent projects of varying complexity within the Wealth Management business unit, aligning resources, overseeing budgets, and ensuring successful project outcomes.

Role type

Senior Project Manager

Builds

Project plans, risk logs, issue logs, business cases, and capital budget proposals for the Wealth Management BU.

Domain

Wealth Management / Financial Services

Required skills

Project leadership, planning, execution, governance, risk management, budget management, stakeholder coordination, strategic program development, analytical skills, time management, Microsoft Office proficiency (Excel, Word, PowerPoint, Visio)

Preferred skills

In-depth functional/industry knowledge of Wealth Management, ability to operate independently while partnering with stakeholders

Responsibilities

Lead a variety of projects providing solid project leadership, planning, execution, governance and direction; Manage multiple projects and competing priorities simultaneously; Develop and maintain business cases and related plans; Demonstrate effective project leadership ability, including working with project sponsors, drafting proposals, creating and managing detailed project plans, risk logs, issue logs and submitting for capital budgets; Conduct analysis and develops scope related to projects of varying complexity; Display an appropriate sense of urgency and understanding of inherent project risk; Partner with key stakeholders to define key success metrics and measure progress against such metrics.

Seniority

Senior, hands-on IC