Project Manager Consultant – Investment Banking

4 weeks ago


Dallas, United States PrincePerelson and Associates Full time

Project Manager Consultant – Investment Banking

Dallas, TX (In-Office)

$73-95K/year DOE


We're seeking a motivated and detail-oriented Project Management Consultant to bring their creativity and technical expertise to our client’s Client Onboarding team within their Asset Management Division. The ideal candidate will have experience leading projects within a financial institution and be experienced in KYC policies and procedures.


What You’ll Be Doing:

  • Collaborate with management and key stakeholders to prioritize and execute strategic initiatives, driving scalability and strengthening the control framework.
  • Work closely with engineering teams to coordinate the end-to-end design, development, and launch of new products.
  • Deliver weekly project status updates to the Management Team, keeping leadership informed and aligned.
  • Mitigate and manage project risks throughout the lifecycle, ensuring prompt issue resolution with stakeholders.


What You Bring to The Role:

  • Bachelor's Degree with 5-10 years’ experience working as a project manager within financial services
  • Exceptional written and verbal communication skills, with the ability to simplify and convey complex technical concepts to diverse audiences.
  • Proven project management expertise, combined with strong interpersonal skills, enabling effective collaboration across all levels and functions.
  • Proactive problem solver with a strategic mindset, commercial acumen, and a strong work ethic.
  • Advanced technical proficiency in Microsoft Excel and PowerPoint, supporting data-driven decision-making and presentation.


Why You Want to Work Here:

  • Expand you skillset and expertise within a prestigious, global firm
  • Medical benefits
  • PTO
  • Monday to Friday Schedules
  • Collaborative and diverse working environment




PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.



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