Position: Project Manager
Location: San Francisco, CA 94111
Term: 6 Months
Day-to-Day Responsibilities:
- 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.
Is this a good fit? (Requirements):
- 6+ years of proven success in financial services.
- Four year degree or equivalent professional experience and/or qualifications.
- MBA or relevant graduate degree preferred.
- Must possess strong interpersonal and organizational skills.
- Six or more years of project/program management experience and demonstrated success.
- 6+ years of experience that demonstrates an in depth understanding of IT and Private Wealth Management or Financial Services systems and operations.
- Requires advanced knowledge of project and program management principles along with formal certification.
- Optimal candidates will have a proven track record for delivering on complex change initiatives within a challenging environment.
- Middle/Back office experience covering trade processing, collateral, confirmations, settlements, cash, position and trade reconciliations.
- Requires expertise in MS Office, MS Visio, and MS Project.
- 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 be able to review and analyze data reports and manuals; must be computer proficient.
- Must be able to communicate effectively via telephone and in person.
About our client:
Founded in 1985, our client and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Join a team that continues to make significant investments in its digital solutions, including upgrading our consumer-facing technology.