Executive Director, Project Manager - Business Transformation Services
About The Position
As a member of Business Transformation Services (BTS), this individual will provide program management support for select strategic initiatives, regulatory change, or integration efforts. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. Key responsibilities will include but will not be limited to the following: Working with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project Create a governance structure for managing complex programs that involve multiple business, technology and control partners Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities Manage dependencies with legal, risk and compliance partners Provide transparency to stakeholders into progress towards project goals Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed Provide mechanisms to capture & monitor remediation of any potential risks. Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed Manage project managers and consultants to deliver against firm priorities
Requirements
- BS/BA degree required. Advanced degrees a plus.
- A minimum of 10 years of professional experience in project management, product management or technology
- Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting
- Occasional travel may be required
- Proven ability to manage delivery/execution of a wide range of tasks and initiatives
- Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders
- Ability to lead and influence cross-functional teams where there is no direct reporting chain
- Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
- Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
- Independent self-starter who can manage multiple activities to aggressive deadlines
- Eagerness to learn the business and understand detailed technical requirements
- Experience managing major organizational change programs, such as merger integrations or corporate restructure
- Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance.
- Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint
Nice To Haves
- Advanced degrees a plus.
Responsibilities
- Working with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project
- Create a governance structure for managing complex programs that involve multiple business, technology and control partners
- Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities
- Manage dependencies with legal, risk and compliance partners
- Provide transparency to stakeholders into progress towards project goals
- Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
- Provide mechanisms to capture & monitor remediation of any potential risks.
- Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control
- Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed
- Manage project managers and consultants to deliver against firm priorities
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
5,001-10,000 employees
