Wealth Project Manager
| Company | Integrity |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Expert or higher |
Requirements
- Bachelor’s degree in finance, business, or a related field (Master’s preferred)
- PMP or similar project management certification is a plus
- Proficiency in project management software and digital tools
- 10+ years of project management experience in the wealth management industry with a focus on digital solutions
- Understanding of Registered Investment Advisory, Broker Dealer, investment products, financial planning, and wealth management strategies, particularly in a digital context is a plus
- Excellent communication, interpersonal, and time management skills
- Ability to excel in a fast-paced, client-centric environment
Responsibilities
- Lead and manage the end-to-end project planning and execution of a major digital initiative within our Wealth Management portfolio
- Define project objectives, scope, requirements, critical path, and success criteria in alignment with key stakeholders
- Ensure seamless project execution throughout its life cycle, adhering to high standards of development, quality, dashboard reporting, and timely delivery
- Manage day-to-day project schedule, deliverables, and resources, coordinating with cross-functional teams including executive leadership, technology, legal, compliance, human resources, marketing, and business units
- Uphold project budgetary guidelines and timelines with keen attention to detail and an ability to adapt to changing circumstances
- Lead and facilitate effective project and stakeholder team working sessions to identify requirements, impacts and resource requirements
- Create and deliver professional concise project status reporting with internal and external stakeholders to provide executive dashboard project updates, manage expectations, and address concerns
- Lead project planning and milestone delivery within the project team, ensuring efficient collaboration and coordination
- Develop a change management plan across all stakeholder groups after assessing impacts and risks
- Apply Agile methodologies to optimize project management processes, fostering adaptability and continuous improvement
- Utilize tools such as Azure DevOps, Jira, and Confluence to manage project workflows, track progress, and document key information
- Collaborate with cross-functional teams to standardize digital processes, technologies, and methodologies
- Identify opportunities for process automation and efficiency enhancements
- Implement standardized digital solutions to enhance client services and operational effectiveness
- Identify potential risks associated with digital initiatives and develop mitigation strategies
- Ensure digital projects comply with regulatory requirements, industry standards, and internal policies
- Continuously collaborate with IT to assess cybersecurity and data privacy concerns
- Work closely with relationship managers and advisors to understand partner expectations for digital solutions
- Identify opportunities for personalization and customization in digital offerings to meet unique partner needs
- Develop and manage project budgets, closely monitoring expenditures and resource allocation
- Ensure that digital projects are delivered on time and within budget while optimizing resource utilization
Preferred Qualifications
- Master’s degree preferred
- Understanding of Registered Investment Advisory, Broker Dealer, investment products, financial planning, and wealth management strategies, particularly in a digital context is a plus