Project Manager
Core
Lead complex operational initiatives to improve efficiencies in Wealth management, focusing on modernizing processes like funds movement and account opening.
Role type
Senior Business Innovation Consultant Lead (Operations)
Builds
Operational solutions for Wealth business
Domain
Wealth Management / Banking Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Complex problem solving, Data organization, Team leadership, Business process modernization, Wealth business knowledge, Systems integration
Preferred skills
Microsoft Office expertise, Data interpretation, Independent learning, Junior team mentoring
Technologies
Banking platforms, Trust accounting platforms, Digital solutions
Responsibilities
Execute complex solutions creating business efficiencies, Organize data and lead teams in decision making, Collaborate with risk, compliance, and technology teams, Provide front office training support, Analyze complex data to drive objective conclusions
Seniority
Senior, hands-on IC
