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Senior Project Manager

2 weeks ago

Atlanta, GA, United States Arden Trust Company Full time

Arden Trust Company provides industry?leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology, and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the familys wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

SUMMARY

The Senior Project Manager leads the planning and execution of the project throughout its lifecycle. Responsibilities include coordination and completion of projects within schedule, budget, and scope. Manage all project aspects, set deadlines, assign responsibilities, monitor, and summarize progress.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Drive the strategic and operational planning for projects
  • Coordinate resources for project execution
  • Define project scope and objectives, involve stakeholders, and ensure technical feasibility
  • Ensure resource availability and allocation
  • Develop a detailed project plan to monitor and track progress
  • Manage changes to scope, schedule, and costs using appropriate verification tools
  • Create and maintain comprehensive project documentation
  • Track performance to analyze the successful completion of short? and long?term goals
  • Meet budgetary objectives and adjust constraints based on financial analysis
  • Establish forecasting and measurement to ensure adoption, efficiency, and financial objectives are met
  • Ensure projects are delivered on time, within scope, and within budget
KNOWLEDGE, SKILLS, AND/OR ABILITIES
  • Proven experience in project management
  • Excellent client?facing and internal communication skills
  • Strong written and verbal communication skills
  • Excellent organizational skills, attention to detail, and multitasking ability
  • Proficient with Microsoft Office
  • Proven ability to drive and deliver results
SUPERVISORY RESPONSIBILITIES
  • Lead and manage the Onboarding Team (temporary or permanent depending on progress and appetite)
EDUCATION AND/OR EXPERIENCE
  • Bachelors degree in business, management or related field required
  • 15+ years of experience in project management
CERTIFICATES, LICENSES, REGISTRATION

None

PHYSICAL DEMAND
  • Ability to sit at a computer for long periods in a well?lit office environment
  • Ability to lift up to 20 lbs
  • Position located in Atlanta, GA office
  • Must work in the office during scheduled hours
INTERNAL APPLICANT POLICY

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. They must also have a minimum of 1 year of service in the current role unless approved by EVP.

BENEFITS

Full health, vision, dental. 401(k) plans and a host of voluntary plans such as car insurance, legal services and more (applicable to full?time permanent employees).

DISCLOSURE
  • You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for potential employment.
  • Kestra Financial is committed to equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

KESTRA VALUES

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We live our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Seniority Level

Mid?Senior level

Employment Type

Full?time

Job Function

Project Management and Information Technology

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