Back to Job Search

Senior Project Manager

Posted 18 days ago

Title:  Senior Project Manager

Location:  San Francisco

Type: Contract

Job Description:

Under the general direction of the PWM Program Director, the Senior Project Manager role will be focused on the rollout and continued build out of Salesforce including CRM and Client Lifecycle Management. The individual is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.

 

Line of Business-Specific Requirements:

  • Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein.
  • Salesforce experience is a plus including background supporting data-centric programs.
  • 6+ years as a project manager is essential for this role.
  • Candidates with less experience will not be considered.
  • Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success.
  • Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.

What you'll do as a Contract Senior Project Manager:

  • Will be required to drive 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.
  • Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement.
  • Monitors project and/or program execution and escalates project risks and issues early.
  • Facilitates adoption of business process changes and leads project team and stakeholders through effective change management.
  • Develops detailed training, communication and rollout plans and manages business process changes.
  • Leads integration of multiple upstream and downstream data interfaces.
  • Manages time bound regulatory compliance projects impacting critical business functions.
  • Supports management in data gathering for regulatory and third-party reviews.
  • Maintains a flexible work schedule.

Skill/Experience/Education/Mandatory Skills:

  • Bachelor’s degree (Masters preferred) in business management 10+ years of strong project management skills and relevant experience in a PMO environment
  • Senior management related leaderships skills
  • Experience executing enterprise-level projects and/or product management Superior communication skills
  • Experience with FX trading, complex system integrations and deploying commercial-off-the-shelf vendor hosted applications
  • Experience with Agile, Waterfall methodologies and related certifications
  • Proven leadership, relationship management, problem solving, and conflict resolution skills
  • Successful track record of senior project level experience, including large scale enterprise wide initiatives 8+ years working within a PPM Practice responsible for portfolio operations management and delivering all required processes and tools to be successful
  • Strong People leadership skills Articulate, persuasive communicator with ability to build trust and effectively work across all levels of the organization.
  • Able to influence change and gain buy-in, including with executives and challenging audiences.
  • Ability to influence without authority Results-oriented; knows how to evaluate effectiveness of execution on a wide range of initiatives/programs.
  • Skilled at defining, motivating, and driving change at executive level and across the broader community of stakeholders
  • Ability to think strategically and create new and better ways for the organization to be successful
  • Makes good and timely decisions that keeps the organization moving forward; combines analysis, wisdom, experience, and judgment in decision quality

Title:  Senior Project Manager

Location:  San Francisco

Type: Contract

Job Description:

Under the general direction of the PWM Program Director, the Senior Project Manager role will be focused on the rollout and continued build out of Salesforce including CRM and Client Lifecycle Management. The individual is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.

 

Line of Business-Specific Requirements:

  • Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein.
  • Salesforce experience is a plus including background supporting data-centric programs.
  • 6+ years as a project manager is essential for this role.
  • Candidates with less experience will not be considered.
  • Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success.
  • Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.

What you'll do as a Contract Senior Project Manager:

  • Will be required to drive 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.
  • Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement.
  • Monitors project and/or program execution and escalates project risks and issues early.
  • Facilitates adoption of business process changes and leads project team and stakeholders through effective change management.
  • Develops detailed training, communication and rollout plans and manages business process changes.
  • Leads integration of multiple upstream and downstream data interfaces.
  • Manages time bound regulatory compliance projects impacting critical business functions.
  • Supports management in data gathering for regulatory and third-party reviews.
  • Maintains a flexible work schedule.

Skill/Experience/Education/Mandatory Skills:

  • Bachelor’s degree (Masters preferred) in business management 10+ years of strong project management skills and relevant experience in a PMO environment
  • Senior management related leaderships skills
  • Experience executing enterprise-level projects and/or product management Superior communication skills
  • Experience with FX trading, complex system integrations and deploying commercial-off-the-shelf vendor hosted applications
  • Experience with Agile, Waterfall methodologies and related certifications
  • Proven leadership, relationship management, problem solving, and conflict resolution skills
  • Successful track record of senior project level experience, including large scale enterprise wide initiatives 8+ years working within a PPM Practice responsible for portfolio operations management and delivering all required processes and tools to be successful
  • Strong People leadership skills Articulate, persuasive communicator with ability to build trust and effectively work across all levels of the organization.
  • Able to influence change and gain buy-in, including with executives and challenging audiences.
  • Ability to influence without authority Results-oriented; knows how to evaluate effectiveness of execution on a wide range of initiatives/programs.
  • Skilled at defining, motivating, and driving change at executive level and across the broader community of stakeholders
  • Ability to think strategically and create new and better ways for the organization to be successful
  • Makes good and timely decisions that keeps the organization moving forward; combines analysis, wisdom, experience, and judgment in decision quality