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PM for Wealth management Tech team at Remote, Remote, USA
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From:

shrasti singh,

vyzeinc

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Job Description -PM for Wealth management Tech team

3 Days onsite in a week

Video/PhoneThey like broker/dealer type of backgrounds. This manager wants recent buy side experience only! Please no investment banking, only wealth management: Works with the PMO Director, CIO, I.T. management, I.T. staff, and business leads to manage projects across the

enterprise I.T. project portfolio. Initial project will be focused on End to End Implementation of a new Loan Product. 

(nCino and AFS) Could also have experience with End to End Migration of a Loan Technology Stack: Meaning all components (Origination, Servicing, Database and Core). 

Should have experience working on highly governance types of organizations. Responsible for Budgets and Timeline Risks.

 Facilitates and participates in full life cycle delivery of projects and drives production and completion of deliverables and project management artifacts.

Delivers projects through execution of project management best practices, and monitoring and controls for key organizational initiatives as assigned by the CIO and Director of PMO.

Apply Project Office policies and procedures to govern projects. Support and administrate the use of SharePoint and Jira for governing project processes.

Responsible for scoping and implementing projects and programs, including the development and implementation of the project roadmaps and long-range strategic and tactical project goals, in conjunction with the CIO and Director of PMO. Capture and maintain a project dashboard for the portfolio of work being managed. Utilize appropriate tools for maintain project/work requests in SharePoint and/or Jira.

Lead team of stakeholders on selected projects that require cross-functional engagement with key staff across the organization, and with external stakeholders, as appropriate; Drives the project team to complete project deliverables: scoping, business requirements, functional requirements, technical specifications, technology and business products (software/hardware/business change) , QA/UAT plans and test results, sign-offs, and post-delivery actions.

Coordinate with Signature I.T. team to ensure technical specifications meet the business and functional requirements. Coordinate with I.T. on governance and architecture. Build and maintain strong working relationships with Information Technology.

Responsible for developing, maintaining, tracking, and communicating project management collateral:Project Plan (detailed and milestone level), Risks and Issues tracking, Actions log, Status Reports, Tracking Spreadsheets, Dashboard Reports, etc.; Escalate issues and risks as appropriate through internal controls and risk management protocols.

Oversee training planning and execution; Assist business in determining training audience and scope.

Develop and facilitate business and functional requirements for new/replacement platforms inclusive of acceptance testing parameters; Develop and maintain a requirements/functional tracker to identify all scope items; verify enhancements/upgrades/defects/new functions are implemented accordingly.

Coordinate with implementation teams to ensure smooth project completion; Maintain project files/collateral and documentation on required.

Develop prototypes or system sketches for demonstrating or illustrating future system performance.

Project management experience in implementing/enhancing a broad range of commercial banking I.T. solutions, including, but not limited to: enterprise I.T. systems (servers, email, security, desktop, network, etc.), payments platforms (wires, ACH, SWIFT), core banking systems, credit workflow, lending workflow, deposits, etc.

Systems implementation experience in SDLC utilizing both waterfall and Agile/Scrum methodologies.

Excellent communication skills across a wide range of technology and business constituents and levels.

Expertise with SharePoint, Jira, MS-Project, MS-Office for project collaboration, delivery, planning, and documentation.

Ability to establish confidence and influence project teams.

Recognition of project gaps, risks, and issues early and ability to establish quick resolutions.

Keywords: quality analyst microsoft
PM for Wealth management Tech team
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Mon Sep 23 20:13:00 UTC 2024

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