Associate Project Manager (Hybrid)

Role Summary

The Foundational Support Transformation Office team is accountable for execution and governance of the initiatives contained with the Foundational Support pillar which covers multiple key strategic areas of the COO Strategy.  As part of the Foundational Support Pillar team, this role will be accountable for all pillar level governance, status consolidations, templates, and act as a point of contact for other teams who require Foundational Support updates and progress reports.  This role is also accountable for successful execution of a small project of limited complexity or lead a workstream within a larger project. Effectively partners with project or workstream sponsors, stakeholders, and management to ensure the strategic goals and objectives of the project(s) are met and deliver the desired business value. Conducts analyses, reporting, and related activities in support of assigned projects, under general guidance of more experienced project managers. Conducts issue/risk tracking, creation of work breakdown structures, scheduling, effort estimation and tracking, and other project documentation preparation. Reports and escalates progress/issues as needed. Engages other colleagues/resources as necessary and assigns appropriate tasks to support achievement of project plan.

Responsibilities:

• Drive and manage the monthly reporting cycles around initiative status, progress, OKRs, risk and issues.

• Act as a single point of contact for all organizations to receive the latest Foundational Support governance slides.

• Drive the data collection, consolidation, and optimization for Management Committee Tollgates and Strategic Operating Committee reporting cycles.

• Participates in the project management activities for assigned projects, with general guidance from the assigned project manager. May independently manage all activities for a small project or serve as a workstream lead for a larger project.

• Builds and maintains project plans, and resource plans. Assists in developing statements of work, stakeholder management plans, guiding principles, and roles and responsibilities for assigned projects.

• Manages project team and vendors to ensure that business value and service expectations are developed and met. Effectively identifies and mitigates major risks across the project life cycle. Maintains regular contact with internal clients and coordinates and reports on project progress, risks, issues, and accomplishments.

• Works with all required functions and groups to effectively plan and execute the project. Facilitates all operational checkpoints. Disseminates and shares tools to enable individuals throughout the enterprise to serve as successful project managers. Applies company methodologies and standards to own work and assists more junior personnel in adapting these standards.

• Monitors and reports to more senior managers on project/program costs and benefits, including actual results and forecasts with comparisons to original or baseline plan; updates plans as necessary.

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 0+ years of total relevant work experience

Preferred:

• A strong interest in Change Management and Project Management

• Experience with PowerBI or a desire to learn

• Excellent communication and multitasking skills

• Experience with MS Office tools including SharePoint, Excel, and PowerPoint

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.