Job Information
US Tech Solutions Senior Project Manager in New York, New York
$73.45 per hour
New York, NY
Contract
This role will be hybrid, on-site 4x a week
Department Overview:
The Wealth Management Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out.
Job Overview
This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders.
As part of the WM Platforms PMO team, this individual will work closely with key Business, Risk, Technology and Product management to provide program oversight, management reporting, and provide presentation and meeting support.
Assisting the PMO team will be key to in achieving senior leadership’s vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive.
Key Responsibilities
Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention
Performing data reconciliation, specifically for the budget process
Serving as a liaison and provide additional support for the offshore Platform functions
Release notes and summaries suitable for various levels of the organization
Experience
Bachelor’s degree in finance, economics, or related field, or an equivalent combination of training and experience required
Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
Partnering/working with stakeholders across different areas
Skills Required
Work independently and with a team, possessing strong sense of accountability and relationship-building
Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
Strong attention to detail
Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.