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Manager, Client Services
3 weeks ago
Project Manager to help the client reach Wealth strategic goals by collaborating with stakeholders and leading an RFP process for a desired solution.
Work on the Project team to help ultimately select a comprehensive tech solution to enable the client to build a solid foundation with scalable technology. This will include supporting the client through the RFP process.
10+ years of experience in IT project and program management
Project Delivery experience in Wealth / Asset Management
Experience implementing investment management platforms and/or portfolio management systems is considered a differentiator
Deep understanding of (PIM) Private Investment Management, Dealer, Asset Management, Order Management is highly sought after
Collaborate with Technology, Business, and 3rd party stakeholders to confirm the problems to be solved, expected outcomes and project deliverables
Identify and confirm project approach and engage appropriate stakeholders to develop detailed resource estimates and effective plans to manage the initiative
Assign deliverables, tasks and activities and continuously monitor and control all associated resources, schedules and plans
Report on status, risk management, budget/cost, success criteria and reporting as required
Anticipate and effectively manage risks and issues throughout the lifecycle of the initiative
Ensure optimal communications within and across teams and with all project stakeholders
Liaise with project stakeholders on an ongoing basis and ensure a strong and positive stakeholder relationship
Reports key metrics to senior stakeholders
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