About the role

Program manager supporting strategic initiatives for client-facing service centers. Collaborating with cross-functional teams to enhance operational models in wealth management context.

Responsibilities

This role will have responsibilities across business integration EWS with a focus on program management, analysis and implementation/execution.
The individual will provide program management support for select strategic initiatives, specifically focusing on the optimization and target operating model build out of client-facing service centers.
This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope and management reporting.
The individual will collaborate with partners in the business, technology and risk/control functions.
Key responsibilities will include but will not be limited to the following:
Conduct detailed business analysis to identify best practices, improve processing, mitigate risk, define current state and future state opportunities.
Define business requirements and convey business needs to our business and technology stakeholders.
Provide mechanisms to capture and monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project.
Create management reporting and updates regarding status of integration projects and efforts.
Provide transparency to stakeholders into progress towards project goals.
Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control.

BS/BA degree required. Advanced degrees a plus.
A minimum of 5-7 years of professional experience with process improvement, business analysis, product management and/or project management
Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting.
Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders.
Ability to lead and influence cross-functional teams where there is no direct reporting chain.
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately.
Independent self-starter who can manage multiple activities to aggressive deadlines.
Eagerness to learn the business and understand detailed requirements.
Experience working with cross functional teams, including Operations, Technology, Legal, Risk and Compliance.
Highly skilled in Microsoft Excel, PowerPoint, Word, Project, Visio and SharePoint.
Experience in Operations and knowledge of call centers/IVR/telephony a plus.

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability