Open Systems Technologies | Project Manager

1 week ago

tampa, United States Open Systems Technologies Full time

Project Manager

• Global change management program team

• Regulatory projects (regulations, timelines, matrices)

• Led project end to end

• Complie updates for management and governance forums

• Financial/banking required (wealth clients preferred)



• The Project Manager will be responsible for supporting the execution of critical programs and strategic initiatives within Wealth. The role will require working across the entire Private Bank and the wider Citi Franchise and will have extensive engagement with IT, Legal, Compliance, Product and Infrastructure partners as well as routine engagement with Senior stakeholders from the front line and business management functions.

• Key to success in the role is the ability to blend successful project management discipline with a good understanding of the subject matter to help shape the outcome. The role will involve interfacing with key senior stakeholders and internal clients across the organization and working to aggressive timelines and adhere to strict deadlines in order to ensure overall program success.


Key Responsibilities:

• Execute and manage a key project of work by defining the necessary implementation plans

• Establish the appropriate project governance and manage on an ongoing basis

• Manage project resources across all workstreams to ensure delivery is inline with agreed plan and any points at risk are identified early and resolved or escalated as required

• Oversee the definition of detailed analysis working with Front Office, Product, Control functions and Infrastructure teams to understand the changes necessary to deliver the program

• Proven track record of delivering small to medium complex projects through direct engagement with stakeholders from various backgrounds and levels of the organization

• Lead and manage regular project meetings and steering committees as / when required through identifying, managing and escalating issues, risks, and dependencies as appropriate, while working with the various teams to define necessary solutions

• Oversee the development and lead the robust change plans to include internal & external communication and training plans

• Ensure changes are transitioned to the relevant teams in a sustainable way with the necessary enhancements to the control framework

• Previous experience of operating in a highly regulated environment with strict audit requirements and strong project quality management adherence

• Act as an internal consultant, working closely with relevant partners, in order to quickly understand issues and help lead the definition and implementation of the solution


Experience/Skills:

• Experience in Private Banking / Wealth Management / Retail Banking

• Extensive change management experience leading large-scale projects end to end, preferably gained within a consulting background

• Demonstrated ability to manage senior stakeholders and maintain engagement throughout the entirety of the program

• Experience of organising and conducting workshops to develop requirements and solutions

• Experience of documenting and tracking deliverables and provide accurate status updates to various audiences

• Experience of defining and documenting Target Operating models covering processes, roles and responsibilities

• Experience in delivering and leading the implementation of processes at scale impacting the organization as a whole or large portfolios of customers

• Experience in delivering or exposure to transformation / re-engineering projects would be a plus


Competencies:

• Demonstrated ability to digest and understand implications of complexity on business models

• Structured project management approach; formal qualifications would be a plus

• Self-starter, able to operate with limited supervision

• Accustomed to dealing with rapidly shifting priorities and changes in scope

• Able to operate at the appropriate level, understanding the detailed concepts while also understanding the “big picture”

• Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge of Private Bank / Retail Bank

• Must be able work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements

• Excellent oral and written communication skills and ability to facilitate discussions

• Ability to learn/understand some technical implications of system design

• Willingness to challenge and improve existing processes

• Ability to work independently, multi-task, and take ownership of various parts of a project or initiative

• Strong problem-solving skills and an analytical mind-set

• Self-starter and a strong team player

• Demonstrable expertise in building and leveraging relationships

  • • Excellent presentation skills with the ability to present the key points to senior management via Microsoft Excel, Word, PowerPoint, Visio. Strong Power Point skills preferred

  • Open Systems Technologies | Project Manager

    2 weeks ago

    tampa, United States Open Systems Technologies Full time

    Project Manager• Global change management program team • Regulatory projects (regulations, timelines, matrices)• Led project end to end• Complie updates for management and governance forums• Financial/banking required (wealth clients preferred)• The Project Manager will be responsible for supporting the execution of critical programs and...

  • Open Systems Technologies | Data Quality Analyst

    3 days ago

    tampa, United States Open Systems Technologies Full time

    Key Responsibilities include:• Working with cross functional teams to develop, test, implement and maintain data quality rules covering the trade life cycle across Markets data.• Analyzing data quality exceptions to identify root cause and business impact for data quality issues raised.• Enhancing data quality process automation, governance, and...

  • Open Systems Technologies | Data Quality

    2 weeks ago

    tampa, United States Open Systems Technologies Full time

    The Data Quality and Governance organization within ISG is responsible for driving data architecture to deliver front to back design, identify gaps, and implement a robust governance framework across ICG. A key focus is on Data Quality including Completeness, Accuracy and Timeliness across data flows. The function is responsible for extensive partnering...

  • Open Systems Technologies | Data Quality

    2 weeks ago

    tampa, United States Open Systems Technologies Full time

    The Data Quality and Governance organization within ISG is responsible for driving data architecture to deliver front to back design, identify gaps, and implement a robust governance framework across ICG. A key focus is on Data Quality including Completeness, Accuracy and Timeliness across data flows. The function is responsible for extensive partnering...

  • Project Manager

    2 weeks ago

    Tampa, United States Open Systems Technologies Full time

    Project Manager• Global change management program team • Regulatory projects (regulations, timelines, matrices)• Led project end to end• Complie updates for management and governance forums• Financial/banking required (wealth clients preferred)• The Project Manager will be responsible for supporting the execution of critical programs and...

  • Project Manager

    4 weeks ago

    tampa, United States Open Systems Technologies Full time

    Location: Tampa, FLVP KYC Operations- Project management focusedThe Global KYC Policy team, within Client's Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML Senior compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving...

  • Project Manager

    1 month ago

    tampa, United States Open Systems Technologies Full time

    Location: Tampa, FLVP KYC Operations- Project management focusedThe Global KYC Policy team, within Client's Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML Senior compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving...

  • Project Manager

    1 month ago

    Tampa, United States Open Systems Technologies Full time

    Location: Tampa, FLVP KYC Operations- Project management focusedThe Global KYC Policy team, within Client's Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML Senior compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving...

  • Open Systems Technologies | Risk and Controls Analyst

    2 weeks ago

    tampa, United States Open Systems Technologies Full time

    We need specific Compliance Testing/IA testing in either BAU or Consent Order. This Individual Contributor could function as the Lead/ Tester (with Client’s resource oversight) to engage with stakeholders directly to develop testing strategy and perform testing. Experience in MCA (Self-assessment of risk and control environment), conducting/leading...

  • Open Systems Technologies | Risk and Controls Analyst

    2 weeks ago

    tampa, United States Open Systems Technologies Full time

    We need specific Compliance Testing/IA testing in either BAU or Consent Order. This Individual Contributor could function as the Lead/ Tester (with Client’s resource oversight) to engage with stakeholders directly to develop testing strategy and perform testing. Experience in MCA (Self-assessment of risk and control environment), conducting/leading...

  • Open Systems Technologies | Metrics Support Analyst | tampa, fl

    2 weeks ago

    tampa, United States Open Systems Technologies Full time

    Key Responsibilities:Become a Subject Matter Expert with various data sets associated with regulatory remediation plans.Support analysis of data primarily in Excel and PowerPoint to develop various reporting views to communicate progress, achievements, issues, narrative, and provide key insight to execution and business partners.Own the day-to-day...

  • Information Technology Project Manager

    6 days ago

    Tampa, Florida, United States Allagi Technologies Inc Full time

    **Job Overview:**Allagi Technologies Inc is a leading provider of Information Technology solutions. We are currently seeking an experienced Information Technology Project Manager to join our team.Estimated Salary:$120,000 - $180,000 per yearAbout the Role:We are looking for a highly skilled IT professional with expertise in managing complex projects from...

  • Project Manager

    4 weeks ago

    Tampa, FL, United States Open Systems Technologies Full time

    Location: Tampa, FLVP KYC Operations- Project management focusedThe Global KYC Policy team, within Client's Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML Senior compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving...

  • Risk and Controls Strategist

    5 days ago

    Tampa, Florida, United States Open Systems Technologies Full time

    Company OverviewAt Open Systems Technologies, we are a leading provider of innovative solutions for the financial industry. Our team is dedicated to excellence in risk management and control.Job Description:We are seeking a highly skilled Risk and Controls Strategist to join our team. The successful candidate will play a critical role in developing and...

  • Financial Transaction Specialist

    6 days ago

    Tampa, Florida, United States Open Systems Technologies Full time

    Company Overview:Open Systems Technologies is a cutting-edge financial institution dedicated to providing innovative solutions in the realm of securities and derivatives. Our team is comprised of experts who share a passion for delivering exceptional results and driving business growth.Salary:The estimated annual salary for this role is $90,000 - $120,000,...

  • Anti-Money Laundering Officer

    3 weeks ago

    tampa, United States Open Systems Technologies Full time

    Role: VP-KYC Policy Strategic Change / AML Compliance OfficerThe Global KYC Policy team, within Client’s Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving forward...

  • Anti-Money Laundering Officer

    1 month ago

    tampa, United States Open Systems Technologies Full time

    Role: VP-KYC Policy Strategic Change / AML Compliance OfficerThe Global KYC Policy team, within Client’s Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving forward...

  • Anti-Money Laundering Officer

    1 month ago

    Tampa, United States Open Systems Technologies Full time

    Role: VP-KYC Policy Strategic Change / AML Compliance OfficerThe Global KYC Policy team, within Client’s Independent Compliance Risk Management (ICRM) function, is seeking dynamic and experienced AML compliance officer to drive Know Your Customer Policy- Strategic Change initiatives. The role will play a pivotal part in assessing and driving forward...

  • Information Technology Project Manager

    2 weeks ago

    Tampa, United States Milestone Technologies, Inc. Full time

    Project ManagerLocation: NEEDS to sit in Central FL; should be driving distance to Tampa for occasional visitsDuration: 6+ monthsTarget Start: January 6th 2025Pay: $60 - $65/hour - W2 (ONLY)Seeking a detail-oriented Project Manager to oversee detailed project management activities for a print services cloud migration. Ideal candidates will have experience in...

  • Information Technology Project Manager

    2 weeks ago

    Tampa, United States Milestone Technologies, Inc. Full time

    Project Manager/Manufacturing Industry Required - Cloud MigrationLocation: NEEDS to sit in Central FL; should be driving distance to Tampa for occasional visits (2 x per month)Duration: 6+ monthsPay: $60 - $65/hour - W2 (ONLY)Seeking a detail-oriented Project Manager to oversee detailed project management activities for a print services cloud migration....