Project Manager

Wellby Financial•Hercules, TX

About The Position

The Project Manager is responsible for enhancing our team member and member experiences by delivering essential, strategic projects intended to accomplish business goals and objectives. Project Managers at Wellby serve our clients to ensure we are meeting the needs they prioritize and to realize the outcomes they deem most valuable.

Requirements

Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
Knowledge of personal computer, utilizing Microsoft Office Suite.
Knowledge of project management tools and methodologies.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
Ability to thrive in a fast-paced team environment and manage time well.
Ability to communicate clearly and concisely, orally and in writing.
Ability to motivate others and to work in a large cross-functional team dynamic.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to lead and inspire dialogue including difficult conversations.
Bachelor’s degree in Project Management, Risk Management, Business Management, Compliance, or related field required ( One year of relevant experience may be substituted for one year of required education.)
Minimum three (3) to five (5) years of project management experience with strategic, complex projects.
Experience with project management tools and methodologies including scope, schedule, cost, quality, and risk management.

Nice To Haves

Preferred experience with project management at a financial institution.

Responsibilities

Initiating, planning, and overseeing moderately complex projects through the development of project plans, schedules, and resource assignments.
Working with multiple internal teams, vendors, and clients.
Actively participating in early discussions with clients and senior leadership to ensure a clear understanding of the client's desired goals and outcomes.
Reviewing and understanding contracts and vendor obligations to limit liabilities and risks.
Working with subject matter experts, project coordinators, and members of the project team to ensure project requirements are documented and understood.
Determining what resources, processes, and other materials will be necessary to complete projects in the desired timelines.
Developing plans for each phase of execution.
Ensuring projects adhere to established guardrails.
Working closely with cross-functional teams to achieve project deliverables, milestones, and goals within established timeframes and budgets.
Scheduling and facilitating project meetings to ensure collaboration across cross-functional teams.
Ensuring consistent visibility for project teams by monitoring and reporting on business objectives, project achievements, and key performance indicators.
Proactively identifying and removing obstacles and impediments.
Creating strategies for risk mitigation and contingency planning.
Ensuring stakeholder needs and expectations are managed towards the best solution.
Briefing key stakeholders on progress, including preparing communications suitable for executive audiences.
Communicating with and managing relationships with vendors and other partners.
Ensuring appropriate project documentation is maintained.
Participating in change management activities to improve the implementation experience and sustain changes.
Fostering a positive and engaging work environment for team members and partners.
Fostering a culture of continuous learning.
Performs other duties as assigned.