*Hi All,* *Please check and let me know*
*Kindly mail me at [email protected] <[email protected]>* *Title: * *Project Manager* with *experience working within an investments/wealth management organization* *Location: *San Francisco, CA. *Duration: *12 months *Mode of Interview: * In person if local (preferred) or phone/skyp/webex. *JD: * *Experience with discretionary portfolio management and/or brokerage providers is essential.* Under the general direction of the Private Wealth Manager (PWM) Program Director, the Project Manager role manages Corporate Projects and/or small-to-medium Department Projects within the realm of Private Wealth Management. This role is to manage the New Account Opening program which leverages Appian as its primary technology platform but also encompasses business work streams and impacts. The individual specializes in account opening, is extremely adaptable and has the ability to manage multiple highly complex work streams. The role requires a high level of collaboration to define scope, requirements, project governance, design, testing, timeline, and budget. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. The position may lead/and or direct the work of others. *Line of Business-Specific Requirements*: Candidates for this role must have extensive experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities of account opening across a number of registration types. Experience with discretionary portfolio management and/or brokerage providers is essential. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered. Candidates must have experience leading highly visible projects across several lines of business. Experience navigating and communicating vertically (from executive-level to technical/detailed level) is critical. Optimal candidates will have a proven track record for delivering on complex initiatives within a challenging environment. This individual must possess a superior ability to peer around the corner for developing issues that jeopardize scope, timeline, risk, and/or budget within each project and between projects in the wealth management portfolio. Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Proven success in running projects across different SDLC types is essential – agile (scrum, Kanban) and waterfall included. *Any proven experience with offshore development/QA teams should be highlighted*. Areas of proven understanding and competency include: - Account Opening - Process flow definition and optimization - Process tracking and metrics monitoring - Business Process development - Client paperwork improvement/streamlining - Custodian integration - Account funding - Account Types - Investment management process - Account Opening & Maintenance - Portfolio Management & Trading - Operations & Settlement - Compliance - Regulatory - Complexities and nuances of major investment vehicles - Stocks & bonds - Mutual funds & ETFs - Separate accounts - Alternative investments, real assets, commodities & - Investments-specific tools, tasks and functions - Business process management - Proposal generation - Portfolio construction & product selection - Portfolio analysis & optimization - Trading - Aggregated reporting - Corporate Actions - Asset Classification management & Security Master File management Thanks Nikhil Prasad [email protected] 201-620-9700*130 Apetan Consulting LLC -- You received this message because you are subscribed to the Google Groups "project managment" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. Visit this group at https://groups.google.com/group/project-managment. For more options, visit https://groups.google.com/d/optout.
