Sr. Project Manager - Private Wealth Management

Location: San Francisco, ca
Candidates for this role must have extensive experience working within an investments organization and display a deep understanding and appreciation for the complexities therein.  Experience with brokerage, investment portfolio management or retirement/ 401k providers is preferred. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered.
Candidates must have experience leading highly visible projects across several lines of business.  Experience navigating and communicating vertically (from executive-level to technical/detailed level) is critical.  Optimal candidates will have a proven track record for delivering on complex initiatives within a challenging environment.  This individual must possess a superior ability to peer around the corner for developing issues that jeopardize scope, timeline, risk, and/or budget within each project and between projects in the wealth management portfolio.
Project reporting, governance and transparency is also essential and must be demonstrated through previous
Serves as lead project manager on Corporate Projects and/or small-to-medium inter-related programs; defines, develops and manages all aspects of project planning including scope, budget, financial forecasting and scheduling and required project control point documents. Will be required to work as a business analyst on department projects; developing business requirements, process flows, use cases, test plans and other workstream related activities and artifacts.
  • Four year degree or equivalent professional experience and/or qualifications.
  • MBA or relevant graduate degree preferred.
  • Formal training in project or program management and/or certification required.
  • Must possess strong interpersonal and organizational skills including serving as a mentor.
  • Six or more years of project/program management experience and demonstrated success.
  • Five or more years of experience that demonstrates an understanding of IT and Private Wealth Management or Financial Services systems and operations.
  • Requires advanced knowledge of project and program management principles.
  • Recognized as a subject matter expert within his or her specified field of expertise.
  • Demonstrated ability to execute complex projects within budget and on time.
  • Requires expertise in MS Office, MS Visio, and MS Project.
  • Requires demonstrated knowledge in system integration and management.
  • Must possess excellent verbal and written communication skills and an ability to build relationships at all levels of the enterprise including external vendors.
  • Demonstrated ability to exercise independent judgment and strategic thinking under a minimum of supervision.
  • Must possess strong interpersonal and organizational skills.
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