Project Manager

The Project Manager in Wealth Management plays a critical role in leading the planning, execution, and delivery of digital initiatives within the wealth management division. This position requires close collaboration with product owners, developers, technology teams, compliance, marketing, and senior management to ensure projects are delivered on time, within scope, and on budget. The ideal candidate will demonstrate strong organizational, communication, and leadership skills to successfully drive initiatives that align with the organization’s strategic goals.

Key Responsibilities

- Define project scope, goals, and deliverables for new initiatives in collaboration with squad members and stakeholders.
- Lead the Request for Proposal (RFP) process, including creating executive summaries and managing vendor finalization.
- Develop detailed user stories with timelines and dependencies to maintain and update the project backlog.
- Obtain necessary internal and external approvals to ensure project success.
- Collaborate closely with product owners to oversee initiative execution, ensuring timely and quality completion of tasks.
- Monitor project progress and performance, proactively identifying and mitigating risks or issues.
- Provide regular status reports, progress metrics, and risk assessments to senior product owners.
- Facilitate effective communication and collaboration among squad members, stakeholders, and other relevant parties.
- Ensure all deliverables meet quality standards and are properly handed over to stakeholders.
- Conduct post-launch evaluations to capture lessons learned and identify improvement opportunities.
- Document project outcomes and prepare detailed reports for senior management and stakeholders.
- Lead vendor selection processes for wealth management services, including FX and Crypto trading platforms and investment engagement tools.
- Work with internal teams to understand requirements and ensure vendors comply with business, regulatory, and security standards.
- Coordinate onboarding of new vendors, ensuring timely completion of contracts, agreements, and compliance documentation.
- Maintain strong relationships with existing vendors to support effective communication and collaboration aligned with business objectives.
- Serve as the primary contact for vendors, managing issues, escalations, and inquiries professionally and promptly.
- Conduct regular vendor performance reviews, assessing service levels and contractual obligations.
- Negotiate, draft, and review vendor contracts to ensure compliance with legal, regulatory, and company policies.
- Develop and monitor Service Level Agreements (SLAs) to guarantee vendor performance in delivery timelines, service quality, and regulatory adherence.
- Track vendor performance metrics and resolve service-related issues swiftly.

Required Qualifications

- Bachelor’s degree in finance, business administration, or a related field.
- At least 10 years of experience working in an agile environment within the financial services sector, preferably in wealth management.
- Experience with Crypto and FX trading platforms.
- Strong understanding of wealth management products, services, and industry regulations.
- Proficiency in agile project management tools such as Azure DevOps and JIRA.
- Excellent analytical and problem-solving skills.
- Exceptional organizational and time management capabilities.
- Strong communication and interpersonal skills, with the ability to build and maintain relationships across diverse stakeholder groups.
- Demonstrated leadership and team management skills, capable of motivating and managing cross-functional teams.
- Adaptability to manage changing project requirements and priorities effectively.

Preferred Qualifications

- Professional certification in agile project management is highly desirable.

This role offers the opportunity to lead complex digital initiatives within a dynamic wealth management environment, working alongside diverse teams and external partners to deliver impactful business outcomes.