Project Manager, Private Wealth

Job Type

Full-time

About the role

The Project Manager, Private Wealth is responsible for providing project plan support to the National Managing Director (NMD) and the Regional Managing Directors (RMD’s). This support includes planning, organizing, directing, and supporting project business deliverables to ensure the achievement of business results and the completion of quarterly rocks as defined in EOS®. This position will entail in-depth exposure to highly confidential information requiring a high level of professional maturity and discretion.

Principal Accountabilities

• Project Management

  • Plans, organizes, evaluates, and supports the NMD and RMD’s in cross-functional projects from concept through final implementation.
  • Aid in the design, development, and implementation of business perspective work plans to determine the required tasks and resources needed (process, functional, etc.) for project assignments.
  • Create engaging PowerPoint presentations to facilitate information sharing and strategy alignment between stakeholders.
  • Collaborate closely with the NMD to support strategy creation and execution.
  • Ensure the project stays aligned to enterprise strategy, objectives, timelines, and specific project business case.
  • Lead efforts to provide accurate and timely project status reports to leadership.
  • Support and actively participate in planning sessions with key stakeholders.
  • Accountable for effective coordination of deliverables that may span over multiple departments.
  • Track and manage project risk and change management components of assignments.
  • Lead the assessment of inter-project dependencies and gauge the financial impact and risk to the project.
  • Support leadership decision-making process through the creation of project agreements, scopes, risk assessments, and budgets.
  • Assist with implementation and tracking of EOS® (Entrepreneurial Operating System) initiatives.
  • Maintain NMD and RMD’s pages on internal intranet, InTrust, to ensure content is current.

• Organizational responsibilities

  • Approach work, interactions, and relationships in a manner consistent with the Company’s Core Values.
  • Manage projects and interact with others in a manner that is consistent with Company’s Management Language, leadership principles and values.
  • Understand and support the counsel and biblical basis upon which Blue Trust serves its client base.
  • Maintain the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

• Performing all other related duties as assigned or directed by management.

Requirements

• Excellent computer skills, strong proficiency in Microsoft Office, and expert proficiency in PowerPoint and Excel.

• Ability to make independent judgments.

• Proven technical, analytical, and problem-solving skills.

• Demonstrated project management skills and the ability to execute quality work according to schedules and deadlines.

• Capability to excel in a team environment and work independently.

• Strong communication skills, both verbal and written.

• Strong organization skills and systems acumen.

• Keen attention to detail, with a commitment to excellence in work product.

• Personal integrity and ability to discreetly handle highly confidential data.

• Adept at prioritization with ability to complete multiple time-sensitive tasks.

Education, Experience & Skills

• A minimum of three to five (3-5) years prior experience in advisor services preferred

• A bachelor’s degree in Business preferred

• None Required, Six Sigma preferred