
Strategic Program Lead
2 days ago
About Us
We are a leading provider of integrated platforms and technology solutions for financial services. Our company is dedicated to empowering better financial futures by working together with our customers and the industry.
This role offers a unique opportunity to lead the delivery of strategic programs, focusing on the decommissioning of a legacy product.
You will work collaboratively with cross-functional teams spanning product development, technology, legal, operations, marketing, finance, and clients to achieve project goals.
- Scope Management: Document project scope (In/Out) and deliverables ensuring alignment to project objectives.
- Roles & Responsibilities: Define and implement an appropriate project governance framework outlining the various roles and responsibilities of individuals involved in the project.
- Schedule Management: Create the baseline schedule, identify critical path and key milestones, and manage delivery to this plan.
- Dependency Management: Identify, maintain, and manage up and down stream dependencies of the project.
- Resource Management: Define resource requirements and manage resource availability and allocation.
- Financial Management: Monitor and manage project expenses.
- Issue & Risk Management: Ensure appropriate identification, mitigation, and timely reporting/escalation of project issues and risks.
- Monitoring and Reporting: Track project progress, monitor key performance indicators, and provide regular status reports to stakeholders and management.
- Project Closure: Complete project closure report to ensure smooth transition to relevant stakeholders and assist post-implementation review to capture lessons learned.
Required Skills and Qualifications:
To succeed in this role, you will need:
- Bachelor's degree in project management, business management, or a related area of study.
- PMI/PMP certification or similar from an accredited organization.
- 3+ years of experience as a Project Manager in the wealth management industry, preferably with wrap platform experience.
- Proven track record in a fast-paced environment, delivering projects on time, cost, and quality metrics.
- Proficiency in Microsoft Office suite, including Microsoft Project.
- Excellent meeting, workshop, and conference facilitation skills, with proven knowledge of how to foster attendee participation and collaboration in small and large groups.
- Strong analytical and problem-solving skills to manage shifting priorities, demands, and timelines.
- Ability to positively influence the thinking and decision-making of business leaders and stakeholders through persuasive presentation of critical arguments.
About Working at Our Company
We pride ourselves on being an inclusive employer where our people can bring their whole selves to work and feel 100% safe and supported to do so.
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