Project Manager

The Project Manager in Wealth Management plays a critical role in overseeing the planning, execution, and successful 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 completed on time, within scope, and on budget. The ideal candidate will demonstrate strong organizational, communication, and leadership skills to 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.
- Secure necessary internal and external approvals to ensure project success.
- Work closely with product owners to execute initiatives, ensuring timely and quality completion of tasks.
- Monitor project progress and performance, proactively identifying and addressing risks or issues.
- Provide regular status updates, progress metrics, and risk assessments to senior product owners.
- Facilitate effective communication and collaboration among squad members, stakeholders, and 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 areas for improvement.
- 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.
- Collaborate with internal teams to ensure vendor solutions meet business, regulatory, and security requirements.
- Coordinate vendor onboarding, ensuring all contracts, agreements, and compliance documentation are completed accurately and promptly.
- Maintain strong relationships with existing vendors to ensure effective communication and alignment with business objectives.
- Serve as the primary contact for vendors, managing issues, escalations, and inquiries professionally and promptly.
- Conduct regular vendor meetings to review performance, 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 ensure vendor performance meets expectations in delivery, quality, and compliance.
- Track vendor performance metrics and resolve service-related issues efficiently.

Required Qualifications

- Bachelor’s degree in finance, business administration, or a related field.
- Minimum of 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 management tools such as Azure and JIRA.
- Excellent analytical and problem-solving skills.
- Exceptional organizational and time management abilities.
- Strong communication and interpersonal skills, capable of building and maintaining relationships with diverse stakeholders.
- Demonstrated leadership and team management skills, with the ability to motivate and manage cross-functional teams.
- Adaptability and flexibility in managing changing project requirements and priorities.

Preferred Qualifications

- Professional agile management certification is highly desirable.

This role offers the opportunity to lead impactful digital initiatives in a dynamic wealth management environment, working with cutting-edge trading platforms and a diverse range of stakeholders. The successful candidate will be instrumental in driving innovation and operational excellence within the division.