Project Manager – Banking Wealth Management

Location: San Francisco, CA
Job Title:  Project Manager – Banking Wealth Management
Location: San Francisco, CA
Job Type: Long Term Contract
Project Summary:
The Project Manager will build upon digital platform to expand a Private Wealth Management client experience and feature functionality. Discretionary portfolio management and/or brokerage providers is essential. Proven agile experience is essential for this position.
  • 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.
  • Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling.
  • Facilitates impact analyses of current/existing technologies.
  • May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
  • Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success.
  • 5 years investment/wealth management experience.
  • Serves as lead project manager on Corporate Projects and/or small-to-medium-to-large.
  • Hearing must be sufficient to understand a conversation at a normal volume. including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.
Must Haves:
Candidates for this role must have experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities associated with building/delivering digital Client Portal functionality. Proven experience with delivering Client Portal projects is essential.
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