Lead Front Office Systems

Purpose and Job Summary

This technology lead will be an experienced senior program manager, project manager and business analyst position that reports to the Enterprise Project Management Office of Strategic Operations.  The purpose of the role is to lead the Asset Management Platform for Strategic Operations.  This may include leading project managers and business analysts. The lead will coordinated and partner across other departments including data solutions, technical solutions and the various lines of business.  The candidate will be a strong problem solver working with business partners to understand opportunities to solve business, data and technical issues.  The candidate will ensure projects are delivered in such a way that cost, quality, schedule, & benefits realization are controlled and achieved.  The lead must have the desire to work in a highly cooperative environment and be an owner in meeting the needs of the business and shared service stakeholders’ satisfaction.

Essential Duties & Responsibilities

• Act as the primary EPMO program manager/project manager for the Asset Management Platform project, unifying systems and business processes across the Asset Management and Investor Solutions teams

• Be the primary Relationship Manager for all Asset Management technology and systems needs and ensure they are organized and prioritized

• Working as a liaison with the business and data solutions teams to ensure systems, data and reporting meet ORIX and investor requirements

• Act as team lead and/or individual contributor to ensure projects are delivered within budget and schedule commitments

• As team lead, if required, oversee other team resources, management of work and prioritization

• Working with all areas of the enterprise including application and database developers, business analysts, product leads, relationship managers

• Ensure proper project planning, status reporting, milestone management, scope management, resource forecasting, financial management, change management.  Ensure project dependencies are managed, prioritized, and effectively communicated

• Prioritizes projects, requests and planning work for effective risk and change management

• Acts as Subject Matter Expert for any questions or issues in the project and Asset Management

• Acts as a project leader, driving project progress, leading teamwork, and supporting the project team members to succeed in their roles and responsibilities

Education, Skills & Experience

Required

• Bachelor’s degree preferred with a concentration in Finance, Management or Business preferred

• Experience and knowledge of financial systems, database management

• Experience with agile and waterfall project methodologies and tool (ex. Azure DevOps, Service Now, JIRA)

• Strong problem-solving skills and proactive approach to learning the business, systems, and processes

• Identify, assess, and articulate near-term business needs, advise businesses on options, risks, and costs of technology solutions vs benefits

• Minimum of 10 years of experience in project management, program management, financial industry is preferred.

• Good relationship management skills. Strong and demonstrated ability to build lasting relationships with key stakeholders

• Excellent written/oral communication skills for reports and presentations

• Strong skills in creating and maintaining project plans, including risks, actions, issues, dependencies

• Proven and successful experience of project delivery

• Be able to track the deliverables and milestones closely, bring to the attention of the client and all stakeholders of the priorities. Manage scope, schedule, and budget

• Knowledge of profit accountability with an understanding of controlling project costs and budgets

• Knowledge of benefits and dependency mapping, risk management and resource planning

• Proficient IT skills in PMO tools, Word, Excel, PowerPoint, ADO, Smart Sheet, Service Now, etc.

• Ability to competently mediate disagreements and negotiate agreeable resolutions

Preferred

• Experience with financial services and asset management related systems (ex Allvue products, Everest, WSO) and data solutions (Power BI, SQL)

• Focus on our customer relationships and impact on our customer service

• Leadership qualifications and encouraging team empowerment and accountability

• Maintain effective relationship with third party suppliers

• Experience within a regulated environment

• Experience work with financia