Vacancy expired!
- Project Manager - Advanced
- Project Task Estimation
- Resource Scheduling
- Risk and Issue Management
- Waterfall and Agile methods
- Work breakdown and critical path method.
- Stakeholder Management
- Critical Thinking (anticipates problems and establishes methods to mitigate project/program risks).
- Benefits Management
- Budget/Financial Management including Business Case completion.
- Executive communications for senior management
- Business Casual
- Regulatory Transformation is a change management team, focusing on defining strategy, solutions and plans to manage large-scale regulatory initiatives impacting Global Private Bank business.
- The team frequently supports largescale, cross-LOB programs that often have regulatory and business driven components.
- As a result, focus is geared toward business process improvement, growth, expansion, and enhanced controls while satisfying current, new, and/or changing regulatory obligations.
- The team works cross-functionally with impacted groups, these often include but are not limited to: front office advisors, product specialists, legal, risk management, compliance, operations, technology, trade desks, marketing teams, and cross-functional senior leadership across AWM.
- Supports the translation of the client experience strategy into tangible solutions
- Defines detailed processes, organizational structure and relevant roles and responsibilities required to implement changes
- Manages the transition from current to future state and transition to BAU
- Establishes processes and controls to ensure compliance with regulations
- Responsibilities
- The team creates tangible value for clients and advisors through the implementation critical regulatory-driven business initiatives.
- These can span sales and service innovation, digital capabilities, changing regulatory needs, and controls-related enhancements.
- The team is expected to provide broad insights and thought leadership for these high visibility projects.
- Delivery of major regulatory change-driven initiatives in partnership with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology and other functions as needed
- Lead highly skilled teams through project lifecycles, leveraging approaches in process re-engineering, organizational design, program and change management
- Design and implementation of full operating models (e.g., organizational structures, governance, processes, controls, and technology tools)
- Identification of challenges, gaps and opportunities for improvement (and report findings in a simple, compelling way)
- Coordination with related in-flight programs
- Management and development of junior team members
- Members of the team possess strengths in project management, problem resolution, effective communication, product knowledge, and marketing.
- The position requires flexibility and the ability to quickly adapt within a dynamic environment.
- With the support from requisite stakeholders and subject matter experts, lead efforts to convert problem statements and regulatory changes into a actionable next steps according to a given strategic plan.
- Demonstrate understanding of client and advisor wealth management processes (front and back office)
- Feel comfortable owning end-to-end implementations including project inception, though assessment, planning, project management, execution and evaluation
- Partnering in documenting current state operating models and designing end-to-end target state operating models
- Successful Project Managers on this team are often competent in the following skills, among others:
- Analyzing and prioritizing alternative solutions to drive results
- Influencing a cross functional, diverse environment to change status quo
- Working autonomously and demonstrated self?motivation
- Create and deliver compelling presentations for senior leadership
- Forge relationships and build a network throughout the firm
- Maintains a positive attitude and acts as team player while delivering on high priority, sometimes time sensitive initiatives.
- MBA (or equivalent experience) strongly preferred.
- 6 plus years of experience in strategic consulting, management consulting, project management, process improvement or equivalent experience.
- Experience leading large scale project execution and management
- Financial services/business consultancy background, preferably in Wealth Management.
- Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations, and controls.
- Experience in or desire to learn new tools and technology (Signavio, Python, Alteryx, Tableau, AI/ML)
Vacancy expired!