Commercial Project Manager coordinating pre - loss and post - loss assessments in the insurance industry. Managing inventory and reporting on damage while working with various stakeholders.
About the role
- Project Manager overseeing onboarding and deconversions, managing complex initiatives within financial services. Collaborate to drive successful outcomes and maintain quality deliverables.
Responsibilities
- Lead and manage multiple, complex initiatives simultaneously, ensuring on-time, within-scope, and on-budget delivery.
- Support development of program artifacts such as project plans, defining scope, goals, deliverables, timelines, RAID logs, RACI matrices, governance models, process flows, business requirements, and status reports.
- Coordinate and collaborate with internal teams, stakeholders, and external partners to prepare documentation and communications to drive change.
- Prepare business requirements, implementation plans, procedures, training materials, test plans, and oversee testing efforts.
- Engage with key business stakeholders within Transfer Agency and peripheral teams such as Compliance, Continuity, Client Management, Human Resources, and IT.
- Identify, manage, and resolve project risks, issues, and changes, escalating when appropriate but also ensuring obstacles are addressed.
- Maintain and communicate/present comprehensive project documentation including progress reports and status updates.
- Monitor project progress, track performance, and adjust plans to meet program deliverables.
- Ensure project deliverables meet quality standards and stakeholder expectations.
- Partner with Project Managers to prepare project status reports, lead status meetings, and evaluate project performance post-completion, providing actionable recommendations for future initiatives.
Requirements
- Must have at least 3 years of project management experience in the financial services industry
- Experience creating and managing project plans
- Ideal candidate will have project management experience within a mutual fund or retail alternatives operations environment
- Bachelor’s Degree or equivalent work experience
- Dynamic personality with strong project management, leadership, and interpersonal skills
- Strong problem solving, analytical, detail-oriented, multi-tasking and decision-making skills
- Intermediate computer skills (Advanced in Excel preferred)
- Strong communication and written skills
- Strong customer service skills
- Must be willing to work on site in one of our offices at least 6 days/month.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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