Senior Project Manager

Lincoln Investment•Fort Washington, PA

1d•Onsite

About The Position

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. The Senior Project Manager is responsible for managing projects by providing leadership and direction across one or more business units. Manage resources, schedules, financials and adhere to stage gate quality and control guidelines throughout the full project life cycle. This also includes management of issues, risks, project change requests, and communication to ensure successful and on-time project delivery. Execute process improvement initiatives as it relates to improving project delivery. The Senior Project Manager has the authority to run the project on a day-to-day basis, verifies that the project produces the required deliverables with the desired level of quality, within the specified constraints of time and cost and to achieve the potential benefits defined in the business case.

Requirements

Bachelor's Degree or equivalent experience
10+ years' experience as a business project manager, business analyst, project coordinator or related
Agile methodology experience delivering complex business solutions
Understand basic to advanced financial metrics
Demonstrated ability to be innovative and an aptitude to drive and accept change
Proven leadership skills and ability to make decisions
Excellent organizational and time management skills
Strong analytical and problem-solving skills
Strong interpersonal communication skills, presentation skills
Experience working both independently and in a team-oriented, collaborative environment
Ability to work in a fast-paced environment, juggle multiple priorities, and be adaptive to change
Ability to work as an effective team member, across diverse levels and skillsets
Strong Knowledge of: MS Project, Excel, Word and PowerPoint, Visio; Power BI a plus

Nice To Haves

PMP or PMI Certification a plus
M&A experience a plus

Responsibilities

Strong ability to prioritize tasks, set deadlines, and secure and assign staff to various deliverables so that each project/change can hit the ground running with the best use of our resources.
Manage a portfolio of initiatives
Analyzes financial data of the portfolio including distribution and allocation of resources as well as the identification, implementation, and oversight of budgets.
Performs risk/issue management and appropriate management of critical dependencies, escalating items as appropriate to leadership for timely resolution.
Ensures that all processes related to a project's completion are carried out in the most efficient and effective manner while simultaneously upholding Lincoln’s set of standards.
Seeks to improve new and pre-existing processes, continually reevaluate whether each project is meeting the applicable standards and engage in problem solving with stakeholders.
Provides guidance and support to other Project Managers on the team throughout the project/change lifecycle including ensuring accurate completion of documents, reviewing and aiding outlining the project/change's scope, budget resources and justification.
Strong ability to communicate effectively and appropriately on a business and/or technical level as required.
Research best practices within and outside the organization to establish benchmark data and use continuous process improvement disciplines to achieve results.
Develop and deliver progress reports, proposals, requirements documentation and presentations to various audiences, including project team, sponsors, Operating Committee and key stakeholders.
Reports on project success criteria results, metrics, and management activities.
Act as an internal quality control check for other PM’s projects.
Manages the relationship with all internal/external project stakeholders.
Ability to navigate the politics and challenges of business transformation programs.
Supports annual planning and other strategic planning efforts, as required.