Project Manager [AQ-11768]

About the role

The Business Accommodation Team (BAT) supports and resolves the unique and complex needs of affluent and high-net-worth clients to win and retain assets while managing firm risk. The Manager will report to the Director of the Complex Account Team and will be an individual contributor responsible for strategic initiatives that enhance the client experience, drive business growth, and improve scalability to advance the BAT operating model.

Responsibilities

• Support Negotiated Offers and NextGen BAT initiatives by driving execution of strategic efforts that enhance the client experience, improve scalability, and support business growth.
• Collaborate with product owners and business partners to develop pricing exception frameworks and supporting structures for specific products.
• Partner with business and technology teams to ensure end-to-end planning is comprehensive and aligned to the goals, timelines, and requirements of each initiative.
• Leverage AI and data-driven insights to identify opportunities, improve efficiency, and support pricing and BAT decision-making.
• Conduct analysis on program dependencies, pricing considerations, and business impacts to inform execution, prioritization, and recommendations.
• Support identification, monitoring, and escalation of risks or issues that may impact timely delivery or agreed scope.
• Provide effective communication and reporting to partners, stakeholders, and leadership through clear updates, analysis, and dashboards that articulate status and impact.

Requirements

• Bachelor’s degree or equivalent work-related experience.
• Strong organizational, project management, and problem-solving skills.
• Experience with Jira, GitHub, Confluence, Remedy Change Management, and Tech Governance.
• Software Development Lifecycle and business-led development knowledge.
• Business System Analysis and Software Documentation (a plus).
• Deep client-centric orientation to serving investors and branch network personnel.
• Strong knowledge of products and services.
• Demonstrated success working cross-functionally and building trusted partnerships.
• Superior written and verbal communication skills, including synthesizing data, developing business cases, and delivering compelling narratives.
• Ability to influence leadership, partners, and peers.