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Capital Markets Project Manager

  • Location: Charlotte, 28202
  • Salary: 60.19
  • Job Type:Contract

Posted about 1 year ago

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package!

Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Position: Lead Project Manager
Location: CHARLOTTE, North Carolina, 28202
Term: 12 months

Day-to-Day Responsibilities:

  • Lead planning, design, and execution of strategic and transformational initiatives that cross multiple Markets Lines of Business including Rates, FX, Commodities, Credit, ABF, Municipals, Equities, etc.
  • Interact with senior leaders and executive management. Has full management responsibility over a set of project deliverables
  • Serve as a trusted advisor to the business leads and COO's in how to best plan and execute holistic change portfolio.
  • Lead the design, build-out, and implementation of key solutions, processes and capabilities for CIB lines of business. Efforts would include large-scale business, technology, and control strategic change initiatives that cross multiple LOB's (i.e. LIBOR Transition, etc.)
  • Create an implementation strategy for business initiatives based on input from business, product development, technology and partner teams, including cost/benefits
  • Develop overall book of work (BoW) and support ongoing intake and prioritization process for new initiatives with senior management
  • Develop and maintain multi-year roadmap of strategic capabilities and product build out considering business strategy and regulatory environment
  • Drive the strategic planning process to identify initiatives and secure appropriate funding
  • Lead senior stakeholder forums to provide overall health of the portfolio and issues requiring escalation or decisioning
  • Produce consolidated reporting and financial tracking for all items within the portfolio
  • Partner with cross-functional teams (Business, Technology, Operations, Risk, etc.) on planning, execution, management and resourcing for LOB specific, cross CIB or Enterprise initiatives
  • Actively manage resource requirements. Establish budgets, track budget burn rate vs forecast and manage project funding processes across entire portfolio
  • Develop, implement and oversee governance routines for portfolio coordination, management reporting and business readiness across all efforts.
  • Ensure that change management (communication & training) and user experience (adoption) is a focus of every project undertaken
  • Work with impacted areas to understand complex problems. Focus on bringing issues and risks to resolution; identifying solutions and developing clear options and recommendations that drive decision making
  • Use problem solving skills to develop custom approaches and solutions (process improvement, change management, product management, projects, etc.) that are tailored to the problem
  • Provide subject matter expertise on applicable product, processes and applications and identify extensions of Corporate & Investment Banking capabilities to other areas
  • Possess detailed understanding of internal policies/procedures, leading process and change methodologies, regulation, support infrastructure complemented by a general capital markets skillset
  • Lead complex initiatives managing all activities in a project life-cycle such as initiation, planning, executing, controlling, and closing associated with projects that are long-term, line of business wide and medium to high risk, scope and complexity with broad impact.
  • Act as key participant in project plans and budgets for change management.
  • Review and initiate complex multi-business and enterprise support operations, organizational systems knowledge and navigation to anticipate change impacts.
  • Ensure full understanding of project impacts that translate into comprehensive engagement strategies.
  • Make decisions in end to end project management, demonstrating ownership of the entire process from beginning to end while developing and implementing program and project level processes, procedures and performance metrics.
  • Demonstrate understanding of policy, methodology and artifact creation that influence and lead change management to meet deliverables and drive new initiatives.
  • Collaborate and consult with executive leadership, stakeholders, project leads, executive leadership, sponsors and business partners to clarify and define project requirements.
  • Manage a team.

Is this a good fit? (Requirements):

  • 7+ years of Capital Markets experience
  • High level of knowledge of trading
  • High level of knowledge of sales
  • 7+ years experience of project management
  • 7+ years of experience of “C” level communication
  • Role requires knowledge of institutional broker/dealer trading practices across a vast array of products including, but not limited to, foreign exchange, fixed income, equities, and derivatives
  • Must have the ability to understand a broad set of capital markets businesses, market dynamics, and issues impacting a complex set of business activities and personnel
  • Proven ability to manage and coordinate multiple initiatives simultaneously, effectively resolving issues and conflicts as they arise
  • Ability to lead large, complex, cross functional area initiatives and delivery teams in a matrix management environment
  • Experience, knowledge and understanding of strategic planning and execution
  • Ability to lead projects/initiatives with high risk and complexity
  • Ability to communicate effectively with business partners and project managers
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment with multiple stakeholder groups
  • Ability to manage multiple or large technology infrastructure functions with a focus on driving complex projects requiring participation of cross-functional groups
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Demonstrated experience leading the definition and delivery of large scale complex and strategic initiatives from inception to implementation
  • Highly organized and disciplined leadership capabilities
  • Multi-disciplined skill set transcending finance, accounting, technology, and business expertise
  • Demonstrated understanding and use of change management, process improvement, product development and project delivery methodologies
  • Demonstrated understanding and use of a System Development Lifecycle (SDLC) methodology and Agile methodology
  • Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources
  • Working knowledge of client platform and relationships across the firm
  • Ability to effectively present to the target audience (technology, business, vendors, etc.).
  • Strong analytical and data management skills
  • Strong financial management, quality management, presentation and organization skills
  • Proven ability to foster a cooperative working environment across multiple work groups with contrasting goals
  • Ability to implement new standards quickly and efficiently with minimal impact to project deliveries
  • 5+ years of Project Management and Methodologies, Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.


Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re a top 15 U.S. IT staffing firm and why our consultants rate us well above the industry average. People come to us for a job, and stay with us because of our top-notch consultant care.

For hourly W2 contract roles, MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options. Please see for more information. For direct hire placement with our clients, benefits will be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.

MATRIX is an Equal Opportunity Employer, including disability/vets. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance.