Project Manager Financial System

1 month ago

boston, United States HireTalent - Diversity Staffing & Recruiting Firm Full time

As a Project Manager in our Compliance & Custody Change Management team, you will manage medium to large projects and/or segments of larger, more complex projects through the project development life cycle. Projects may cross divisions and impact various lines of business. The Project Manager will work closely with sponsors and Systems counterparts to define the project scope, develop the project plan, and manage the project budget. S/he is responsible for the execution of project tasks, mitigation of project risks, resolution of issues, and management of resources to successfully meet project goals and deliverables. S/he will lead a team of subject matter experts, analysts, and other participants to ensure successful project execution following best practices and standards. The Project Manager provides project updates and communicates effectively to project sponsors and stakeholders. S/he provides coaching and performance feedback for project team members.


  • Project Management leads the project team and various business units in defining scope, planning, budgeting, and controlling all project tasks, resources, and deliverables.
  • Apply strong project management standards and best practices to ensure the successful execution of projects on scope, on schedule, and budget
  • Ensure that all project members adhere to strong project execution methodology standards and best practices throughout the project lifecycle
  • Ensure that all participants understand the objectives of the project and work together toward a common goal.
  • Demonstrate independent thinking and creative solutions to overcome obstacles and issues during project execution
  • Review business cases, business requirements, functional specifications, and implementation plans.
  • Effectively communicate project expectations to project members and stakeholders in a timely and clear fashion.
  • Lead project team towards predetermined goals by tracking and resolving business issues throughout the life of the project.
  • Identify and manage business and analyst resources to successfully execute the project plan.
  • Ensure thorough testing of all system changes, including user acceptance testing, regression testing, client testing and parallel/pilot testing as required.
  • Prepare and present Change Oversight materials
  • Liaison with the project team, management. Systems and users to keep them informed of the project progress. Create project dashboards and reports.
  • Assist Program Manager in providing project and portfolio status reporting and analysis to senior leadership Client Experience
  • Demonstrate a comprehensive understanding of the project sponsor's division and product, operating platform, business strategy, vision and priorities by achieving project goals and delivering desired results.
  • Manage scope of project to minimize scope “creep.” Understand the changing business needs and how it impacts the overall project and recommend solutions.
  • Collaborate and negotiate project goals across the division leaders and systems
  • Deliver well thought out recommendations to Stakeholders, Steering Committees, Project Sponsors; implement action plan to achieve required results.
  • Provide an enhanced client experience by anticipating client needs related to the project by initiating and recommending actions that will lead to the successful completion of the project
  • Actively manage stakeholder expectations. Provide consistent updates, address, and resolve problems directly with stakeholders in order to manage their delivery expectations.
  • Oversee the creation of product announcements and modification of client demonstration materials as needed. Analysis
  • Lead business analysis to determine how changing business needs will affect the system or product; clearly articulate the business need and potential solutions with support of insightful analysis and documented evidence
  • Ensure best practices are being applied across all phases of the project
  • Ensure project meets ROI by tracking project costs and benefits
  • Assist in resolution of the critical issues that may derail a project, provide solutions
  • Participate in post project reviews and document lessons learned People Management
  • Coach and mentor Business Analysts who may or may not be direct reports; provide feedback for performance reviews and development plans BA/BS degree and/or equivalent work experience.
  • 8+ years of related work experience.
  • Financial Services Industry experience and knowledge of Custody operations are strongly preferred.
  • Takes ownership and follows through on tasks; drives decisions; results- oriented.
  • Flexible and able to handle multiple priorities.
  • Creative thinking, intellectual curiosity.
  • Problem-solving and sound judgment.
  • Demonstrated understanding of project management principles, tools, and techniques including business case development, ROI analysis, planning, and issues management.
  • Takes ownership and follows through on tasks; drives decisions; results-oriented Analytical and problem-solving skills.
  • Strong organizational and time management skills; ability to multi-task.
  • Strong attention to detail.
  • Excellent verbal and written communication and presentation skills with all audiences.
  • Negotiation and mediation skills.
  • Strong interpersonal skills.
  • Proven leadership skills Knowledge of the general regulatory environment and industry standards.
  • Direct knowledge of Client Investor Services products and disciplines is a plus.
  • Knowledge of Waterfall and Agile methodologies/delivery approach.

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