Senior Project Manager

Summary

The Senior Project Manager will be responsible for the successful management and execution of strategic projects that are of moderate to high risk and complexity.  Projects typically involve multiple workstreams, each with cross-functional teams; include efforts by external partners and vendors; and can be enterprise in scale.  Projects may consist of analysis work to build business cases, or implementation work which might involve changes to people, processes, or technology. The Senior Project Manager will work closely with sales, investments, operations, technology, marketing, legal, and other partners to document desired outcomes and key results, identify activities required to achieve these outcomes, plan the resources, sequence activities, and manage execution against the agreed upon plan.

Responsibilities

• Develop project concepts.  Collaborate with internal business customers to decompose business aspirations into executable bodies of work.  Explain that vision through effective storytelling.  Build business cases by partnering with all stakeholders.  Secure buy-in from executive management.

• Incept projects.  Create project charters, work breakdowns, and highly detailed project plans, integrated with dependent efforts elsewhere within the company.  Create effective project governance structures.  Define measurable success criteria.  Hold kickoff sessions.  If necessary, participate in RFPs and help facilitate the contracting process with external parties.

• Get hands dirty as a trusted advisor.  Perform business analysis.  Become proficient with the domain.  Consult with subject matter experts and help develop solutions.  Present solutions and drive consensus.  Manage internal and external stakeholders.

• Proactively monitor project progress and health.  Manage schedule, scope, and cost against the plan.  Continuously assess resource needs, constraints, dependencies, risks, and issues.  Support, inspire, and coach workstream and task leads.  Provide faultless transparency through regular and proactive status reporting.

• Ensure successful delivery of business value.  Manage adoption through effective communication and awareness of change resistance.  Assess progress towards outcomes and key results.

Education and Experience

• Bachelor’s degree or the equivalent combination of education and relevant experience AND 5+ years of relevant work experience as a project or program manager, managing projects in excess of $5M.

• 5 years’ experience managing teams of project professionals and large matrixed teams at all levels of the organization.

• Preferred:

  • Experience in the global financial industry including the Americas, Europe, and Asia.

  • Experience leading large scale digital implementations.

  • PMP certification.

  • Change management certification (e.g., ProSci).

Professional skills

• Fluency with both waterfall and agile project management, and deep knowledge of the Project Management Book of Knowledge.

• Fluency with project management tools such as Microsoft Project.

• Fluency with collaboration tools such as SharePoint, Confluence, and Miro.

• Fluency with task management tools such Jira and Rally.

• Fluency with Microsoft Office suite (Word, PowerPoint, Visio, etc.).

• Experience with business process improvement approaches (e.g., Lean Six Sigma).

Soft Skills

• Insatiable intellectual curiosity.

• Superlative verbal, written, and visualization communication skills.

• Excellent attention to detail.

• Excellent interpersonal skills; empathetic emotional intelligence, and a human-centric approach to change management.

• Expert ability to work independently and manage one’s time.

• Expert leadership and influencing skills necessary to provide support and constructive performance feedback.

• Consultative mindset, focused on delivering value through creative problem solving.

• Ability to work well with diverse teams (differing backgrounds, business and technical areas, experience, geography, and culture).

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