VP, Project Manager (Wealth Management Ops), CBWMO, Group COO
Core
Lead strategic transformation and operational excellence for Wealth Management Ops, driving projects from discovery to deployment while optimizing resources and automating processes.
Role type
Senior IC project manager (Wealth Management Operations)
Builds
System enhancements, process redesigns, data migrations, RPA, and AI deployments for Wealth Management
Domain
Banking / Wealth Management / Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Technical project management, Agile methodologies, stakeholder management, process optimization, change management, UAT execution, data analysis, team leadership
Preferred skills
Certified ScrumMaster (CSM), PMI-Agile Certified Practitioner (PMI-ACP), JIRA/Confluence proficiency
Technologies
JIRA, Confluence, RPA, AI tools
Responsibilities
Partner with regional stakeholders to co-create annual project Book of Work; Collaborate with cross-functional teams to establish timelines and optimize capacity; Manage tech-dependent and process improvement initiatives; Develop and execute UAT test cases; Lead post-project support and issue tracking; Analyze data for business reporting and thematic reviews; Document processes and conduct change management training
Seniority
Senior, hands-on IC
