Job Description

Project Manager (Wealth Management Initiatives)
Tampa, FL (2 days onsite - Hybrid)
8+ Months
Web Cam Interview
$65/Hr on W2
Job Description:
Project Manager role
The Project Manager will be responsible for supporting the execution of critical programs and strategic initiatives within Wealth.
The role will require working across the entire Private Bank and the wider Client's Franchise and will have extensive engagement with IT, Legal, Compliance, Product and Infrastructure partners as well as routine engagement with Senior stakeholders from the front line and business management functions.
Key to success in the role is the ability to blend successful project management discipline with a good understanding of the subject matter to help shape the outcome.
The role will involve interfacing with key senior stakeholders and internal clients across the organization and working to aggressive timelines and adhere to strict deadlines in order to ensure overall program success.
Key Responsibilities:
Execute and manage a key project of work by defining the necessary implementation plans
Establish the appropriate project governance and manage on an ongoing basis
Manage project resources across all workstreams to ensure delivery is inline with agreed plan and any points at risk are identified early and resolved or escalated as required
Oversee the definition of detailed analysis working with Front Office, Product, Control functions and Infrastructure teams to understand the changes necessary to deliver the program
Proven track record of delivering small to medium complex projects through direct engagement with stakeholders from various backgrounds and levels of the organization
Lead and manage regular project meetings and steering committees as / when required through identifying, managing and escalating issues, risks, and dependencies as appropriate, while working with the various teams to define necessary solutions
Oversee the development and lead the robust change plans to include internal & external communication and training plans
Ensure changes are transitioned to the relevant teams in a sustainable way with the necessary enhancements to the control framework
Previous experience of operating in a highly regulated environment with strict audit requirements and strong project quality management adherence
Act as an internal consultant, working closely with relevant partners, in order to quickly understand issues and help lead the definition and implementation of the solution.
Experience/Skills:
Experience in Private Banking / Wealth Management / Retail Banking
Extensive change management experience leading large-scale projects end to end, preferably gained within a consulting background
Demonstrated ability to manage senior stakeholders and maintain engagement throughout the entirety of the program
Experience of organising and conducting workshops to develop requirements and solutions
Experience of documenting and tracking deliverables and provide accurate status updates to various audiences
Experience of defining and documenting Target Operating models covering processes, roles and responsibilities
Experience in delivering and leading the implementation of processes at scale impacting the organization as a whole or large portfolios of customers
Experience in delivering or exposure to transformation / re-engineering projects would be a plus
Competencies:
Demonstrated ability to digest and understand implications of complexity on business models
Structured project management approach; formal qualifications would be a plus
Self-starter, able to operate with limited supervision
Accustomed to dealing with rapidly shifting priorities and changes in scope
Able to operate at the appropriate level, understanding the detailed concepts while also understanding the "big picture"
Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge of Private Bank / Retail Bank
Must be able work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
Excellent oral and written communication skills and ability to facilitate discussions
Ability to learn/understand some technical implications of system design
Willingness to challenge and improve existing processes
Ability to work independently, multi-task, and take ownership of various parts of a project or initiative
Strong problem-solving skills and an analytical mind-set
Self-starter and a strong team player
Demonstrable expertise in building and leveraging relationships
Excellent presentation skills with the ability to present the key points to senior management via Microsoft Excel, Word, PowerPoint, Visio.
Strong Power Point skills preferred.

Job Tags

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