Financial Services Project Management Specialist

2 weeks ago

Sydney, New South Wales, Australia Ambition Full time

Ambition is seeking an experienced Financial Services Project Management Specialist to join our team.

This role spans client onboarding, operational model alignment, financial management, and collaboration across internal and external stakeholders.

The Project Manager will oversee the delivery of workstream tasks, validating deliverables, tracking milestones, and managing risks. They will coordinate teams to ensure successful project outcomes.

Key Responsibilities:

  • Lead project planning, management, and delivery.
  • Manage project resources, including workstream leads.
  • Facilitate client meetings on requirements, solutioning, testing, and implementation planning.
  • Oversee project risks, issues, dependencies, and quality, acting as an escalation point.
  • Implement a formal scope change process for all project requirements.
  • Monitor and measure progress to ensure on-time, on-budget delivery.
  • Ensure all stakeholders are informed of project updates, changes, and risks.
  • Provide technical oversight with a focus on financial services, funds management, and operational efficiency.
  • Conduct quality reviews to ensure deliverables meet business needs and comply with standards.

Competencies:

  • Communication: Clear and concise verbal and written communication, with active listening and responsiveness to verbal and non-verbal cues.
  • Leadership: Inspires and guides teams with clarity, direction, and a focus on team loyalty.
  • Relationship Building: Develops and maintains strong, collaborative relationships based on values.
  • Budget & Cost Management: Expertise in budget allocation, cost monitoring, and corrective actions.
  • Strategic Focus: Thinks critically and considers all factors to find optimal solutions.
  • Resilience: Works effectively in challenging or ambiguous situations, maintaining focus on goals.

Qualifications & Experience:

The ideal candidate should have 8 years of experience in project management, with strong financial services knowledge, particularly in client onboarding and business change projects. They must demonstrate leadership, project management expertise, and the ability to motivate teams and manage complex projects.

Salary Range: $80,000 - $110,000 per year, depending on qualifications and experience. We offer a competitive benefits package, including health insurance, retirement savings plan, and paid time off.

  • Strategic Financial Outcomes Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    About Insignia FinancialWe are a leading financial wellbeing organisation in Australia, dedicated to helping people feel good about their money. Our team is passionate about creating positive impact in people's lives, and we're always looking for talented professionals to join us.Salary$120,000 - $150,000 per annum, depending on experience.Job...

  • Financial Risk Management Leader

    3 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we value individuality and promote a culture where every voice matters.We offer a permanent full-time opportunity in VIC/NSW with hybrid working arrangements.About the RoleThis position reports to the Head of Enterprise Portfolio Risk & EPMO and is responsible for coordinating risk management associated with the delivery of our...

  • Dedicated IT Support Specialist for Financial Services

    4 weeks ago

    Sydney, New South Wales, Australia Millennium Management Full time

    About the RoleWe are seeking an experienced IT Support Specialist to join our team at Millennium Management. As a key member of our technical support group, you will be responsible for delivering high-quality support services to our end-users.About the JobProvide timely and effective support to resolve technical issues and improve system performance.Travel...

  • Financial Services Accountant

    4 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Company OverviewPepper Financial Services Group is a leading provider of financial solutions, offering a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.About the RoleWe are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely...

  • Financial Markets Specialist

    1 month ago

    Sydney, New South Wales, Australia IMC Financial Markets Full time

    At IMC Financial Markets, we are always looking for talented professionals to join our team as Financial Markets Specialists. Our dynamic and fast-paced environment offers the perfect opportunity for those who are passionate about financial markets and want to make a real impact.We offer a competitive salary of $120,000 - $180,000 per year, depending on...

  • Financial Services Accountant

    3 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Pepper Financial Services Group is an integral part of the financial landscape, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.We are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely accounting related to the Pepper...

  • Head of Financial Risk Management Specialist

    4 weeks ago

    Sydney, New South Wales, Australia AMP Services Full time

    About the RoleWe are seeking a highly skilled and experienced Head of Financial Risk Management Specialist to join our team at AMP Services. This is a pivotal role that requires strong analytical skills, excellent communication abilities, and a deep understanding of financial concepts.

  • Financial Sustainability Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Mallee Catchment Management Authority (CMA) Full time

    About the RoleWe are seeking an experienced Financial Sustainability Specialist to join our Corporate Services team based in Mildura, VIC.Key ResponsibilitiesProcess accounts payable invoices and contract claims, ensuring accuracy and timeliness.Reconcile supplier statements, resolve discrepancies, and maintain accurate records.Generate and process Accounts...

  • Senior Financial Services Project Manager

    4 weeks ago

    Sydney, New South Wales, Australia Ambition Full time

    About AmbitionAmbition is a dynamic and forward-thinking organization, dedicated to delivering exceptional results in the financial services industry. Our team of experts works tirelessly to ensure seamless client onboarding and transition, with a focus on operational model alignment, financial management, and collaboration across both internal and external...

  • Data Insights Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Tal Services Limited Full time

    At Tal Services Limited, we're on a mission to drive business growth through data-driven insights.We're seeking a highly skilled Data Insights Specialist to join our team in the Financial Services sector. This is an exciting opportunity for an analytical professional to leverage their expertise in data analysis, visualisation, and storytelling to inform...

  • Executive Director, Strategic Planning and Financial Management

    3 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Job DescriptionWe are seeking a highly skilled Executive Director to lead our strategic planning and financial management efforts. As a key member of our leadership team, you will play a critical role in driving business growth and profitability.About the RoleThis is a permanent full-time position based in Sydney with hybrid working arrangements. The...

  • Financial Services Specialist

    2 months ago

    Sydney, New South Wales, Australia Perigon Group Full time

    Perigon Group is seeking an experienced Financial Services Specialist to join their team for a 6-month temporary role.This exciting opportunity will provide a chance to work with a large financial institution, gaining exposure to one of the most impressive financial institutions worldwide.Key responsibilities include:Ensuring timely matching, confirmation,...

  • Senior Project Manager for Financial Services

    4 days ago

    Sydney, New South Wales, Australia EFinancialCareers Ltd. Full time

    Job Title: Senior Project Manager for Financial ServicesA high-profile program in the financial services sector requires a skilled Program Director to oversee its implementation. The selected candidate will be responsible for managing initiatives related to technology, including the rollout of a new platform and large-scale migration to the Cloud.About the...

  • Financial Services Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney Investment Banking Contract or Temporary OpportunityOur global financial services firm is seeking a skilled Financial Services Specialist to join their Sydney office on an initial 9-month contract.The successful candidate will oversee the Unit Pricing and Unit Registry function for all clients, with responsibility for the hard Close / month end...

  • Financial Project Manager

    1 month ago

    Sydney, New South Wales, Australia Nova Systems Full time

    About the role:We are seeking a skilled Project Accountant to join our team at Nova Systems. As a Project Accountant, you will play a crucial role in ensuring the financial accuracy and compliance of our projects. Your expertise in accounting principles and practices, including revenue recognition, will be essential in overseeing the financial aspects of...

  • Financial Services Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Interactive Brokers Full time

    Job Overview:We are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team at Interactive Brokers.Salary:$60,000 - $80,000 per annum, depending on experience.Key Responsibilities:Provide exceptional customer service to clients, responding to inquiries and concerns in a timely and professional manner.Research and resolve...

  • Strategic Business Development Manager, Superannuation and Financial Services

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Company OverviewInsignia Financial is a leading financial wellbeing organisation dedicated to helping Australians feel confident about their money. We're passionate about creating positive impact in people's lives through our innovative products and services.

  • Financial Services Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Job SummaryWe are seeking a skilled Financial Services Specialist to join our team at Charterhouse.This is a challenging role that requires excellent relationship management and business partnering skills, with a focus on delivering high-quality financial services to our clients.The successful candidate will have strong analytical and problem-solving skills,...

  • Financial Sustainability Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Mallee Catchment Management Authority (CMA) Full time

    About Mallee Catchment Management AuthorityMallee Catchment Management Authority (CMA) is a leading organization in environmental management, committed to preserving biodiversity and protecting waterways.We are seeking an experienced Financial Sustainability Specialist to join our team based in Mildura VIC. As a key member of our Corporate Services Unit, you...

  • Financial Project Manager

    4 weeks ago

    Sydney, New South Wales, Australia Nova Group Full time

    Key Responsibilities:Collaborate with project managers to review and develop project budgets based on contractual documentsSupport mobilisation activities with a focus on governance and reportingMonitor project revenue and expenditures against budgets and profitabilityAbout the Role:We are seeking an experienced Financial Project Manager to join our team. In...