| Hiring for - Title: Project Manager/Wealth Management at Remote, Remote, USA |
| Email: [email protected] |
| Title: Project Manager/Wealth Management or Broker Dealer Required Location: Hybrid/Midtown NYC. 3 days a week onsite. Need locals. Interview Required: Video Duration: 12+ months Visa: Any except OPT/CPT Candidates must be LOCAL to the NEW YORK or NEW JERSEY area and COMMUTE into the office THREE TIMES A WEEK. *** 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. Job Description: 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. Thanks & Regards Anudeep jallu | Sr.Recruiter [email protected] This e-mail message is intended only for the named recipient(s) above and may contain nonpublic, confidential and/or proprietary information for disclosure to and use by the intended recipient only. This e-mail is confidential and may contain information that is privileged or exempt from disclosure under applicable law. If you have received this message in error please immediately notify the sender by return e-mail and delete this e-mail message from your computer. An error in transmission is not intended to waive confidentiality or privilege. -- Keywords: information technology Idaho Hiring for - Title: Project Manager/Wealth Management [email protected] |
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| Tue Sep 24 22:29:00 UTC 2024 |