RIA Custody Project Manager

A large financial services client is looking for a Project Manager to join the RIA Custody organization. They will be assisting in the role out of a web and mobile application for registered investment advisors and their clients. They will be very involved with the currently client base and understanding their needs for the application.



Responsibilities:

- Work with Product, Design, and Engineering teams to develop, implement and deliver complex and strategic cross divisional initiatives

- Leverage Agile methodologies and governance tools to provide transparency to senior stakeholders on project scope, timelines, and delivery risks

- Identify and manage project risks from inception to completion while proposing solutions and mitigants

- Facilitate communication on key project matters (incl. reporting and escalations) across teams, including Sales, Operations, Engineering, Legal, Compliance and Product.

- Provide oversight over the project book of work, ensuring cross project dependencies, risks, are aligned and proactively managed

- Facilitate the performance of quality assurance testing, migration plans and post implementation reviews alongside Product.

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- Bachelor's Degree

- Minimum 4+ years' relevant experience, preferably in a business analysis / project / program management function

- Strong analytical and business analysis experience, including process analysis

- Project management skills including project scope definition; project issues, challenges, risks definition; status reporting; User Acceptance Test execution

- A proven track record of scoping and driving delivery of projects. Has delivered results in a cross functional team setting, on time and to budget

- Familiarity with non-Scrum flavors of Agile (Kanban, Lean, etc.)

- Excellent communication and interpersonal skills, written and oral; confident in interaction with senior stakeholders

- Strategic thinker able to identify cross functional issues, provide innovative solutions, and communicate the implications of solutions across existing processes, systems and teams

- RIA Experience

- Knowledge of products and processes related to the financial services industry would be an advantage, as is related experience in technology strategy or in a client service or business function and / or management consulting

- Demonstrate understanding of Financial Services & Operations processes and procedures

- Hands-on Agile program leadership experience

- Experience developing products using customer and design-centric practices

- Experience on tools like JIRA and JIRA Portfolio or similar applications

- Knowledge of OKR frameworks and roadmaps, as well as other governance and project planning tooling

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.