Sr Project Manager - Wealth Management
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, governance frameworks, and business cases for Wealth Management initiatives
Domain
Financial Services / Wealth Management
Required skills
Project management, budget management, risk management, stakeholder coordination, strategic planning, resource allocation, scope analysis, issue resolution
Preferred skills
Wealth Management industry knowledge, analytical skills, consultative approach, adaptability
Technologies
Microsoft Excel, Word, PowerPoint, Visio
Responsibilities
Lead and execute projects from planning to closure, manage project budgets and resources, coordinate cross-functional teams (front-office, middle-office, IT, Risk, Legal), develop business cases and project plans, track milestones and risks, facilitate working group discussions, prepare meeting materials and communications
Seniority
Senior, hands-on IC