Sr Project Manager - Wealth Management

Description

The company provides wealth management, asset servicing, asset management and banking services to individuals, families, corporations and institutions around the world.

It has operated since 1889, has more than 135 years of financial experience and employs over 24,000 people, whom it calls partners.

This role sits in the Wealth Management business unit, where you will run several projects of different sizes and complexity at once and act as the main coordinator who keeps work moving to completion.

The project management function takes a unit project or program through to a successful result, which includes aligning resources, overseeing the budget where one applies, building project plans and tracking milestones, risks and dependencies. It also involves leading working group discussions.

The team works in a flexible, collaborative culture with a record of financial strength. Moving between roles inside the company is encouraged, and senior leaders are accessible.

Responsibilities

• Lead projects of varying scope, complexity and team makeup, covering planning, execution, governance and direction.
• Build working relationships across teams so that everyone can help the work succeed.
• Design and run programs with a strong focus on delivering projects without errors.
• Lead projects with sponsors, draft proposals, and build and manage detailed project plans, risk logs and issue logs, including capital budget submissions where applicable.
• Juggle several projects and competing priorities at the same time.
• Analyse and define scope for projects of different complexity.
• Write and maintain business cases and their supporting plans.
• Coordinate and deliver initiatives that can affect any part of the business, such as front office, middle office, operations, IT, risk, legal and compliance.
• Prepare for project meetings with a sharp eye for detail, including agendas, meeting notes, project communications and other administrative tasks.
• Track the budget and resource impact on projects, and manage and resolve issues in both areas.
• Act with suitable urgency and understand the risks each project carries.
• Work with key stakeholders to set success metrics and measure progress against them.

Requirements

• At least 5 years of proven project management experience.
• Strong analytical, consultative, judgement, written and oral communication skills.
• Strong interpersonal skills for collaboration, negotiation and team building.
• Ability to manage several projects in parallel and to adapt quickly when things change.
• Self-motivated, with strong time management, and able to work independently while delivering projects with stakeholders.
• Solid attention to detail and to project deadlines.
• Knowledge of the wealth management business.
• Proficiency in Microsoft Excel, Word, PowerPoint and Visio.
• In-depth functional or industry knowledge is strongly preferred.
• A college or university degree is preferred.
• Related industry knowledge is preferred.

Conditions

Base pay range is $114,700 to $194,900 USD, an estimate made in good faith.

You must be authorized to work in the U.S. now and in the future without employment-based visa sponsorship. The company will not sponsor U.S. work visas for this role, including H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa.

The company is committed to an inclusive workplace.

Benefits

• Retirement benefits, including a 401k and a pension.
• Health and welfare benefits: medical, dental, vision, spending accounts and disability cover.
• Paid time off, parental and caregiver leave, life and accident insurance, and other voluntary and well-being benefits.
• A discretionary bonus program that may include an equity component.