Lead Project Manager - Wealth Management

Commerce Bank•Kansas City, MO

3d•Onsite

About The Position

The main purpose of this job is to lead and execute complex projects and strategic initiatives for Commerce Trust Company. This role is responsible for developing and managing project plans, coordinating cross-functional resources, guiding stakeholders through project execution, and ensuring successful delivery of business objectives. The Lead Project Manager serves as a key partner to business and leadership teams, providing project leadership, managing risks and dependencies, and driving projects to successful outcomes while supporting continuous improvement of project management practices.

Requirements

Strong general banking knowledge, preferably in the wealth management field
Strong knowledge of Agile project methodologies and processes
Ability to lead complex, cross-functional projects involving multiple stakeholders, competing priorities, and interdependent workstreams
Demonstrated skill in developing and maintaining effective working relationships with business leaders, project sponsors, team members, and external partners
Strong analytical, problem-solving, and decision-making skills with the ability to evaluate alternatives and recommend appropriate solutions
Ability to align resources with critical path activities to ensure timely completion of project tasks
Ability to work independently and with executive presence
Ability to flex methodology styles to meet the need of a particular project
Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Bachelor’s Degree in Finance, Accounting, or Information Systems or equivalent combination of education and experience required
7+ years project management experience required

Nice To Haves

2+ years wealth management experience preferred
2+ years Information Technology processes experience preferred
PMP Project Management certification preferred
Certified Scrum Master or equivalent Agile certification preferred

Responsibilities

Work with Senior Management or the various Business Lines to understand the unique project needs and value.
Lead the effort to define the scope of the project, and initial timelines and budget.
Gain acceptance of the project with key stakeholders and establish project progress feedback mechanisms.
Lead cross-functional project teams to deliver the agreed upon scope of the projects. This includes overseeing resource planning, capacity constraints, and dependency management for the projects.
Build and maintain strong relationships with project sponsors and stakeholders by providing regular updates, facilitating decision-making, and proactively addressing risks, issues, and dependencies.
Build and maintain strong relationships with vendors and third-party entities to coordinate vendor deliverables, timelines, risks, and issue resolution.
Ensure that the project deliverables are on time, within budget and meet the acceptable level of quality while effectively managing project scope, risks, assumptions, and change requests.
Work with the department manager to develop and implement PMO best practices, including Project Portfolio Management, Project Methodology improvements and project auditing
Serve as a trusted advisor to senior leaders and business stakeholders, providing strategic recommendations, influencing decision-making, and aligning project objectives with organizational priorities and long-term business goals.
Drive continuous improvement across project delivery practices by analyzing project performance metrics, identifying process enhancement opportunities, and championing change initiatives that improve efficiency, governance, and overall project success.
Provide informal leadership and guidance on complex or highly visible initiatives, serving as a resource to project teams and helping to resolve escalated project challenges.
Mentor project team members and strengthen PMO delivery practices
Perform other duties as assigned