Project Manager - Wealth Management

Job Description

We are seeking a highly skilled and experienced Project Manager to lead critical initiatives within our Wealth Management division, specifically focusing on digital sales, customer engagement, and enhancing our customer mobile app wealth journeys. The ideal candidate will possess a strong project management foundation, deep exposure to wealth domains, and a proven ability to deliver complex digital projects. This role requires exceptional stakeholder management skills and a solid understanding of investment products. Key Responsibilities: Project Leadership & Delivery: Lead end-to-end project lifecycle for digital wealth initiatives, from initiation and planning to execution, monitoring, control, and closure. Develop and manage comprehensive project plans, including scope, schedule, budget, resources, and risk management. Drive the successful delivery of projects focused on digital sales, customer engagement, and wealth journeys on the customer mobile application. Ensure projects are delivered on time, within budget, and to the required quality standards. Wealth Domain Expertise: Leverage strong understanding of the wealth management industry, including client lifecycle, advisory processes, and regulatory requirements. Apply knowledge of digital sales and engagement strategies within a wealth context. Contribute to the design and optimization of intuitive and engaging wealth journeys on mobile platforms. Investment Product Acumen: Possess a good understanding of at least one or more investment product categories such as Equities, Fixed Income, Funds (Mutual Funds, ETFs), Alternatives (Private Equity, Hedge Funds), or Structured Products. Translate product knowledge into effective digital solutions and customer experiences. Stakeholder Management: Proactively engage and manage senior stakeholders, including business leaders, product owners, technology teams, legal, compliance, and external vendors. Communicate project status, risks, and issues clearly and concisely to all levels of the organization. Build strong, collaborative relationships to ensure alignment and secure necessary support for project success. Risk & Issue Management: Identify, assess, and mitigate project risks and issues in a timely and effective manner. Develop contingency plans and escalate critical issues to senior management when necessary. Continuous Improvement: Champion best practices in project management methodologies (e.g., Agile, Waterfall, Hybrid) and drive continuous process improvement. Foster a culture of accountability, collaboration, and high performance within project teams. Qualifications: Bachelor's degree in Business Administration, Finance, Technology, or a related field. PMP, PRINCE2, or equivalent project management certification is highly desirable. Minimum of 7+ years of progressive experience in project management, with a significant portion dedicated to digital transformation within financial services. Demonstrated experience in leading complex projects related to wealth management, digital sales, customer engagement platforms, or mobile application development. Solid understanding of wealth domains, including client onboarding, portfolio management, financial planning, and advisory services. Proven exposure to and understanding of any of the following investment products: Equities, Fixed Income, Funds, Alternatives, or Structured Products. Exceptional senior stakeholder management skills, with a track record of successfully influencing and collaborating with diverse groups. Strong analytical, problem-solving, and decision-making abilities. Excellent communication (written and verbal), presentation, and interpersonal skills. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.