PRIMARY RESPONSIBILITIES • Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams. • Translate product roadmaps into executable project plans, milestones, dependencies, and resourcing forecasts. • Meet business objectives by successfully designing, implementing, and guiding programs to completion. • Drive quarterly PI Planning by cross-functional collaboration to establish the specific deliverables committed by the team in the upcoming quarter while noting critical risk and dependencies. • Documenting all aspects of work and presenting progress to leadership and stakeholders. • Proven ability to manage complex technology projects that include dependencies owned by senior leaders across the firm. • Build and maintain strong relationships with senior stakeholders and share progress reports. • Develop a program plan, including goals, scope, schedule, and resources. • Align program objectives with the company's strategic goals and ensure consistency with organizational priorities. • Establish project tasks and milestones. • Assign responsibilities to team members. • Monitor the progress of projects and make updates when necessary. • Collaborate with vendors, contractors, and external partners to ensure they meet program objectives and deliverables. • Identify and mitigate risks and issues impacting program delivery and ensure projects meet deadlines and budgets. • Troubleshoot and resolve issues that arise during projects. • Identify areas for improvement in project management practices • Engage with program/process owners, stakeholders and business partners as necessary to communicate project objectives, strategy, tactics, and ongoing progress. Drive alignment and build trust with stakeholders. • Facilitate and enhance the communication and process between IT and the business to establish software engineering priorities, work direction, and best practices; includes working with key stakeholders in the business, business analysts, and developers. • Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships. • Effective balance member, business, and technical goals with available resources (this is really about resource allocation JOB REQUIREMENTS • Bachelor’s degree in related field required, or combination of equivalent work/education experience. • A minimum of 10+ years of experience leading complex development and integration projects, strategy, Business Analysis or System analysis, preferably in the finance/asset management industry • Excellent communication - both verbal and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts. • Calm under pressure with competing priorities and hard deadlines • Highly proactive problem-solver with strong escalation judgment • Clear, confident communicator with both senior technical and business stakeholders • Advanced experience working with Scaled Agile software development processes • Demonstrated success leading and directing others to achieve measurable results. • Ability to empathically understand and articulate user needs • Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives • Comfort working with modern web architectures, APIs & microservices, Cloud-based infrastructure such as Azure and AWS, content management systems such as Sitecore and Adobe AEM • Data & reporting platforms • Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Teams, Miro/Lucid, Excel, SQL and Visio • Understanding of analysis and artifact goals throughout the solution lifecycle • Ability to learn quickly and work in a changing environment and under tight deadlines • Ability to independently manage personal timelines and meet tight deadlines • Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams HIGHLY DESIRED • Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively or in addition, any external client-facing B2B digital platform. • Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems • Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience
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Job Type
Full-time
Career Level
Mid Level