Wealth Management Platforms Program Manager, AVP
About The Position
Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget > Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership > Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy > Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy > Assist in the development of the target operating, service, and support models > Support Engagement & Adoption strategy, and provide support for pilot and business launch > Maintain strong partnerships with teams across the business and technology teams to drive successful execution > Provide transparency to stakeholders into progress towards goals, including leading governance
Requirements
- Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately
- Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance
- Strong presentation skills, including ability to create PowerPoint presentations for various levels of management
- Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall)
- Ability to organize and prioritize work
- Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making
- Strong organizational skills with a high attention to detail
- Independent self-starter who can manage multiple activities to aggressive deadlines
- Strong time management skills and ability to drive projects to completion within budget
- Eagerness to learn the business and understand technical requirements
- Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams
- BS/BA degree required
- Minimum of 5 years of professional experience in project management, product management or technology
- Experience in the financial services industry, Wealth Management, or consulting
Nice To Haves
- Agile training a plus, but not required
Responsibilities
- Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget
- Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership
- Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy
- Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy
- Assist in the development of the target operating, service, and support models
- Support Engagement & Adoption strategy, and provide support for pilot and business launch
- Maintain strong partnerships with teams across the business and technology teams to drive successful execution
- Provide transparency to stakeholders into progress towards goals, including leading governance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
