Project Manager

15 hours ago


Salt Lake City, United States HireKul Full time

The Wealth Management Business Transformation Team is responsible for the overseeing the MSAD to ETrade Conversion across Operations.

Top 3 must-have qualities are:

Data Analysis

Ability to build PowerPoint Decks

Attention to detail


Skills and Experience:

Work with all Operations workstream teams to ensure successful conversion of Legacy client’s accounts to ETrade

Participate in all MSAD to ETrade Conversion Dress Rehearsals and Go-Live Events

Collaborate with operations and technology teams to gather data for the budgeting process

Conduct analysis for ongoing program initiatives and operations process reviews

Compile PowerPoint decks for senior leadership meetings



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