Project Manager (Shared Services)

Role Summary

Serves as the end-to-end project lead for large-scale, complex projects that are either standalone projects or part of a broader strategic program. Drives benefit achievement by leading project initiation, planning, and solution design and build and by measuring key performance indicators and solution adoption. Engages other colleagues/resources and assigns appropriate responsibilities to support achievement of project plan(s). Independently applies knowledge of advanced methodologies, selecting and applying project management tools to conduct analyses, reporting, and related activities for assigned projects. Responsible for project management activities, including contingency/dependency tracking, status reporting, issue/risk identification and tracking, scope management, estimation, and internal/external stakeholder management. Provides oversight to workstream/task leads within the project; resolves any escalated project risks, issues, and dependencies. Manages the overall scope and timing of the project, ensuring business value is delivered on time and within budget.

Responsibilities:

• Oversees end-to-end project management activities for large-scale, complex projects, with oversight for the full project life cycle. Manages the progress and contributions of workstream leads or subordinate project managers to ensure all activities deliver expected value within committed time frames and budget. Manages contingencies between multiple workstreams and monitors interdependencies and synergies where required.

• Builds and synthesizes highly detailed project plans, budgeting and forecasting models, or resource plans requiring significant stakeholder management skills and interpretation of diverse and varied information. Develops statements of work, stakeholder management plans, guiding principles, project goals, risks, resource allocation, and roles and responsibilities for assigned projects.

• Secures, leads, motivates, and inspires the internal and external resources required to effectively deliver the project. Establishes the program’s governance (e.g., sponsors, approvers, stakeholders). May participate in the evaluation, selection, and management of external resources or vendors. Provides transparency in project progress and effectively anticipates and mitigates major risks across the project life cycle. Proactively crafts feasible solutions to combat risks and issues. Manages the progress and contributions of workstream leads or subordinate project managers to ensure all activities deliver expected value within committed time frames and budget.

• Works with all required functions and groups to effectively plan and execute the project(s). Drives all project operational checkpoints. May coordinate resources across organizational boundaries. Develops tools and training methods to enable successful project management throughout the enterprise. Ensures project delivery is in conformance with company methodologies and standards; recommends improvements and changes as necessary.

• Evaluates project/program costs and benefits, including actual results and forecasts with comparisons to original or baseline plan; updates plans with accurate, up-to-date information in a timely manner. Reports financial information and status to required management. Monitors project results/performance for significant deviations, evaluates options, and makes recommendations for corrective actions; implements selected actions.

Preferred skills:

• Previous experience working with large scale projects with the ability to develop and maintain detailed project plans

• Demonstrated ability to conduct in-depth research across a broad spectrum of topics to support the construction of business cases

• Successful in working in dynamic work environments with changing deliverable demands across varying initiatives

• Strong written and verbal communication skills with the ability to work with all levels of the organization, including executive teams

• High proficiency in working with PowerPoint and Excel, with experience in developing high quality presentations and performing analytics

• Takes initiative to research and learn, leading to proposed recommendations

• Prior experience with program reporting, including status updates to key stakeholders and senior leaders

• Experience working with project management tools

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.

Regional Requirements:

Base salary range:

$91,500 - $156,500 USD

For the l