About The Position

As an IM COO Program Manager, you will be the primary face-off with the COO Investment Management Product, Platform and Services pillars and the IM CAO Strategic Program Management organization to deliver strategic initiatives and drive towards achieving IM Objective Key Results (OKRs). The Program Manager should be able to work with technology and business to define, document, and implement appropriate program governance and execution. You will understand and document requirements, including the products being used in IM organizations, to determine how they can be leveraged or eliminated, ensuring the target state solution supports IM business requirements. You will drive joint and internal governance with all stakeholders, including the development and maintenance of project plans, status reports, issue and action logs, and scope and requirements documents. Active issue management and facilitating decision-making are critical to the role. You will drive closure on all aspects of the program with support from functional teams and SMEs, including contracts and commercials, scope and solution, project sequencing and planning, development, testing, conversion, and post-conversion activities. You will manage subject matter experts and project managers supporting workstreams to deliver the end-to-end solution. You will lead and support governance meetings, setting agendas and documenting minutes to discuss progress and address issues to achieve milestones and objectives for the execution of plans. You will track resources, hours, and hiring for resources, rolling up globally with inputs from Global teams, and compile resource plans and program budgets. You will actively communicate the status of work with other team members to ensure everyone involved is fully informed. You will partner across technology teams such as Engineering, Storage, Security, Cloud, and Application teams to ensure on-time delivery. You will manage dependencies across technology teams and workstreams to ensure coordinated/successful delivery. You will identify project/delivery risks and mitigation strategies, and identify conflicts as they arise, engaging the appropriate parties to resolve them. You will define a Path to Green when projects are At Risk and/or Off Track, and successfully manage the Path to Green.

Requirements

  • Project management experience on large complex programs
  • Agile certifications; scrum master
  • Initiative and the ability to work independently or with a team
  • Creative problem solving skills
  • Strong sense of urgency when performing tasks and projects; ability to respond to shifting priorities
  • Leadership and strong communications/relationship-management skills
  • Business/Industry knowledge, information technology acumen
  • Experience establishing an organized and structured approach to change initiatives, with a strong awareness of business & technology risk
  • Ability to deliver professional documents - strong knowledge of “off the shelf” (PowerPoint, Excel, Word ).
  • Strong knowledge of MS Project, Jira and Clarity preferred.
  • Undergraduate degree – with demonstrated interest in Business, Finance or Computer Science
  • Excellent writing skills
  • PMP certification preferred
  • 6-8 years of Financial Services experience

Responsibilities

  • Be the primary face-off with the COO Investment Management Product, Platform and Services pillars and the IM CAO Strategic Program Management organization to deliver Strategic initiatives and drive to achieving IM Objective Key Results (OKRs).
  • Define, document and implement appropriate program governance and execution.
  • Understand/document requirements including the products being used in IM organizations to determine how they can be leveraged or eliminated.
  • Ensuring the target state solution supports IM business requirements.
  • Drive the joint and internal governance with all stakeholders.
  • Development and maintenance of project plans, status reports, issue and action logs and scope and requirements documents.
  • Ensuring active issue management and facilitating decision-making.
  • Drive closure on all aspects of the program with support from the functional teams and SME’s, including: contracts and commercials, scope and solution, project sequencing and planning, development, testing, conversion and post conversion activities.
  • Manage subject matter experts and project managers supporting workstreams to deliver the end-to-end solution.
  • Lead and support governance meetings - set meeting agendas and document meeting minutes for meetings to discuss progress and address issues to achieve milestones and objectives for the execution of the plans.
  • Track resources, hours and hiring for resources, and rolling up globally with inputs from Global teams.
  • Compile resource plans and program budgets.
  • Actively communicate the status of work with other team members to ensure that everyone involved is fully informed.
  • Partner across technology teams such as: (Engineering, Storage, Security, Cloud, and Application teams) to ensure on-time delivery.
  • Manage dependencies across technology teams and workstreams to insure coordinated/successful delivery.
  • Identify of project / delivery Risks and mitigation strategies.
  • Identify conflicts as they arise and engage the appropriate parties to resolve them.
  • Define Path to Green when projects are At Risk and/or Off Track, successful management of path to Green.

Benefits

  • our retirement savings plan (401K) with company match
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • access to our Employee Assistance Program
  • incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
  • eligibility for certain tax advantaged savings plans
  • inclusive development opportunities
  • flexible work-life support
  • paid volunteer days
  • vibrant employee networks
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