| Urgent hiring -Senior Project Manager-Local & Hybrid to MIDTOWN NY at Remote, Remote, USA |
| Email: [email protected] |
| From: Sradha Suman Nayak, Adventa tech [email protected] Reply to: [email protected] Title: Senior Project Manager Location: Local & Hybrid to MIDTOWN NY Duration: 12 months Visa: USC/GC Only ( LinkedIn required It Has to be from At least from 2021-22 ) Moi: Skype We need: A senior Project Manager with experience leading Wealth Management and/or Broker dealer projects (Not investment Banking) in a Banking or Financial services environment. Candidates need to be on the Buy side of transactions and have an excellent understanding of Wealth Management. ***THIS IS SOMEONE OUT OF Merril Lynch or Fidelity NOT OUT OF INVESTMENT BANKING. **Candidates must have Long Projects/Good Tenure, Excellent communication skills and a State issued ID (Not Bills) showing they are Local. PLEASE ONLY SEND ME CANDIDATES WITH RECENT WEALTH MANAGENT OR BROKER DEALER EXPERIENCE OUTLINED ON THEIR RESUME *** PLEASE Only send me candidates in the NY/NJ area Open to hybrid. *** Please make sure that each submittal includes: Drivers license or State ID Link to the candidates LinkedIn account. Below submittal Format *** Candidate Must Haves on a resume and for submittal: 1 . How many years working with: Project Manager 2. How many years working with: Wealth Management 3. How many years working with: Broker Dealer 4. How many years working with: 5. How many years working with: *** Please provide all the below Submittal Format details with each submittal. It is required for the client Management system. Full Name: Rate: Location: Availability to Interview: One Days notice Availability to Start: Email Address: Phone Number: Visa Status: Education - College/Year of graduation: Link to LinkedIn Certifications (Please list) Please send candidates who meet or exceed the Below experience: We are seeking an experienced Project Manager with a strong background in Wealth Management and/or Broker-Dealer operations. This individual will lead and manage strategic initiatives and projects, ensuring they are completed on time, within scope, and aligned with the firms business objectives. The successful candidate will collaborate with cross-functional teams, stakeholders, and senior management to drive projects forward and deliver solutions that enhance our wealth management and brokerage services. Key Responsibilities: Lead the planning, execution, and closing of wealth management or broker-dealer projects, from inception to completion. Define project scope, objectives, and deliverables in alignment with business goals. Develop detailed project plans, timelines, and budgets, and track progress against them. Facilitate communication and coordination between project teams, business stakeholders, and senior leadership. Manage project risks, issues, and changes, ensuring they are mitigated or escalated appropriately. Oversee the delivery of system integrations, process improvements, and new products or services within the wealth management and broker-dealer space. Ensure compliance with industry regulations (FINRA, SEC, etc.) throughout project lifecycle. Conduct regular project status meetings, providing updates and managing stakeholder expectations. Work with external vendors, partners, and internal teams to achieve project objectives. Ensure project documentation is complete, including requirements, designs, test plans, and project close-out reports. Qualifications: Bachelors degree in Business, Finance, Information Technology, or a related field. 10+ years of project management experience in wealth management, broker-dealer, or financial services. Strong knowledge of wealth management processes, investment products, trading platforms, and brokerage operations. PMP, CAPM, or Agile certifications are a plus. Excellent leadership and communication skills, with the ability to manage diverse teams and influence stakeholders. Proven ability to manage multiple projects concurrently and deliver results in a fast-paced environment. Familiarity with regulatory requirements and compliance in financial services (FINRA, SEC). Experience with project management tools such as JIRA, Microsoft Project, or Asana. Strong analytical and problem-solving skills. Preferred Skills: Experience with digital transformation initiatives in wealth management or broker-dealer operations. Understanding of emerging trends in fintech, robo-advisory, and client portal enhancements. Familiarity with cloud-based wealth management platforms or broker-dealer systems. Keywords: information technology green card Idaho New Jersey New York Urgent hiring -Senior Project Manager-Local & Hybrid to MIDTOWN NY [email protected] |
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| Mon Sep 23 20:19:00 UTC 2024 |