Project Manager with wealth management and\or investment banking industry experience-Hybrid -One Day Onsite @ NYC
Title Project Manager with wealth management and\or investment banking industry experience
Location-Hybrid -One Day Onsite @ NYC
Duration 3+ yrs Contract
Job Description:
Overview:
We are seeking an experienced Senior Project Manager to lead and drive strategic Digital Transformation projects a within our Wealth Management division.
The ideal candidate has a strong background in wealth management and exceptional project management skills. In this role, you will oversee the full project lifecycle for key initiatives,
ensuring alignment with business objectives and regulatory requirements.
Key Responsibilities:
End-to-End Project Management: Coordinate all phases of the project lifecycle from initiation and requirements gathering through development, testing, and implementation.
Develop detailed project plans, timelines, and risk mitigation strategies. Monitor progress with regular status reporting and adjust plans as needed to achieve milestones.
Stakeholder Management: Engage and manage stakeholders at all levels (business leaders, IT teams, compliance, external vendors) to ensure project goals align with business objectives and regulatory requirements.
Facilitate clear communication among cross-functional teams and resolve issues or roadblocks proactively.
Implement Key Wealth Initiatives: Drive the implementation of key Wealth Management initiatives as outlined in the strategic roadmap.
This includes supporting major system upgrades and integrations (e.g., Practifi CRM platform rollout, Portfolio Management system cloud migration),
and process automation projects (leveraging tools like Power Platform for reporting and workflow automation).
Post-Implementation Support: Oversee smooth transition of projects into operational steady-state.
Conduct post-implementation reviews to capture lessons learned and measure project success against KPIs.
Provide ongoing project/program status updates to senior management and recommend continuous improvements for future initiatives.
Qualifications and Experience:
Education & Experience: Bachelor s degree in Finance, Business, Computer Science or related field. 7+ years of experience as a Business Analyst and/or Project Manager in Wealth Management or Investment Banking environments.
Proven track record of successfully delivering complex projects in a financial services context.
Project/Program Management Expertise: Deep knowledge of project management methodologies (Agile and Waterfall) and best practices.
Demonstrated ability to manage full project lifecycles and multiple projects or a program simultaneously. Exceptional organizational skills with attention to detail in planning and execution.
Domain Knowledge: Strong understanding of wealth management operations and investment banking processes, including areas like portfolio management, trading systems, client relationship management (CRM), and regulatory reporting.
Technical Skills: Proficiency in project management tools (e.g., MS Project, JIRA, Confluence) and collaboration software.
Ability to analyze data and metrics; familiarity with SQL for basic data queries and analysis is a plus. Experience with trading platforms or fintech systems and understanding of how they integrate into wealth management workflows is preferred.
Analytical & Problem-Solving: Sharp analytical mindset with the ability to solve problems and make decisions quickly. Capable of assessing project risks and challenges and devising mitigation plans. Adaptable and calm under pressure, especially when managing multiple priorities and deadlines.
Certifications: Project management certification such as PMP (Project Management Professional) or PRINCE2 is ideal but not required. Business analysis certifications (CBAP, etc.) or Agile certifications (CSM, PMI-ACP) are a plus.
Regards,
Sai Srikar
Email:
Title Project Manager with wealth management and\or investment banking industry experience
Location-Hybrid -One Day Onsite @ NYC
Duration 3+ yrs Contract
Job Description:
Overview:
We are seeking an experienced Senior Project Manager to lead and drive strategic Digital Transformation projects a within our Wealth Management division.
The ideal candidate has a strong background in wealth management and exceptional project management skills. In this role, you will oversee the full project lifecycle for key initiatives,
ensuring alignment with business objectives and regulatory requirements.
Key Responsibilities:
End-to-End Project Management: Coordinate all phases of the project lifecycle from initiation and requirements gathering through development, testing, and implementation.
Develop detailed project plans, timelines, and risk mitigation strategies. Monitor progress with regular status reporting and adjust plans as needed to achieve milestones.
Stakeholder Management: Engage and manage stakeholders at all levels (business leaders, IT teams, compliance, external vendors) to ensure project goals align with business objectives and regulatory requirements.
Facilitate clear communication among cross-functional teams and resolve issues or roadblocks proactively.
Implement Key Wealth Initiatives: Drive the implementation of key Wealth Management initiatives as outlined in the strategic roadmap.
This includes supporting major system upgrades and integrations (e.g., Practifi CRM platform rollout, Portfolio Management system cloud migration),
and process automation projects (leveraging tools like Power Platform for reporting and workflow automation).
Post-Implementation Support: Oversee smooth transition of projects into operational steady-state.
Conduct post-implementation reviews to capture lessons learned and measure project success against KPIs.
Provide ongoing project/program status updates to senior management and recommend continuous improvements for future initiatives.
Qualifications and Experience:
Education & Experience: Bachelor s degree in Finance, Business, Computer Science or related field. 7+ years of experience as a Business Analyst and/or Project Manager in Wealth Management or Investment Banking environments.
Proven track record of successfully delivering complex projects in a financial services context.
Project/Program Management Expertise: Deep knowledge of project management methodologies (Agile and Waterfall) and best practices.
Demonstrated ability to manage full project lifecycles and multiple projects or a program simultaneously. Exceptional organizational skills with attention to detail in planning and execution.
Domain Knowledge: Strong understanding of wealth management operations and investment banking processes, including areas like portfolio management, trading systems, client relationship management (CRM), and regulatory reporting.
Technical Skills: Proficiency in project management tools (e.g., MS Project, JIRA, Confluence) and collaboration software.
Ability to analyze data and metrics; familiarity with SQL for basic data queries and analysis is a plus. Experience with trading platforms or fintech systems and understanding of how they integrate into wealth management workflows is preferred.
Analytical & Problem-Solving: Sharp analytical mindset with the ability to solve problems and make decisions quickly. Capable of assessing project risks and challenges and devising mitigation plans. Adaptable and calm under pressure, especially when managing multiple priorities and deadlines.
Certifications: Project management certification such as PMP (Project Management Professional) or PRINCE2 is ideal but not required. Business analysis certifications (CBAP, etc.) or Agile certifications (CSM, PMI-ACP) are a plus.
Regards,
Sai Srikar
Email: