Wealth Management Project Manager (Max $73/hr W2)

Finance

Local Candidates Only - **This role will be hybrid, on-site 4x a week**

Department Overview:

The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out.

Job Overview

This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders.

As part of the PMES PMO team, this individual will work closely with key Business, Risk, Technology and Product management to provide program oversight, management reporting, and provide presentation and meeting support.

Assisting the PMO team will be key to in achieving senior leadership’s vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive.

Key Responsibilities

- Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents

- Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings

- Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention

- Performing data reconciliation, specifically for the budget process

- Serving as a liaison and provide additional support for the offshore Platform functions

- Release notes and summaries suitable for various levels of the organization

Experience

- Bachelor’s degree in finance, economics, or related field, or an equivalent combination of training and experience required

- Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry

- Partnering/working with stakeholders across different areas

Skills Required

- Work independently and with a team, possessing strong sense of accountability and relationship-building

- Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders

- Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences

- Strong attention to detail

- Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)

All your information will be kept confidential according to EEO guidelines.