Project Specialist Wealth

About the role

Join our team as a Project Specialist dedicated to driving department-level initiatives focused on process improvement, automation, and firm-wide project contributions. This role is critical in ensuring our department's operations are efficient, innovative, and aligned with organizational goals, while fostering collaboration across multiple teams.

Responsibilities

• Lead and support department-specific projects aimed at improving processes, implementing automation solutions, enhancing operational efficiency, and contributing to business growth.
• Collaborate with cross-functional teams to define project scope, timelines, and deliverables.
• Develop and maintain project timelines, task trackers, and tools to monitor progress.
• Gather and document project requirements from stakeholders across teams.
• Track project progress and maintain accountability to timelines.
• Communicate status updates and manage stakeholder expectations.
• Identify opportunities for process optimization and automation within the department.
• Work with stakeholders to design, implement, and monitor solutions that streamline workflows and reduce manual effort.
• Create complex reports requiring large-scale data consolidation across multiple systems and provide recurring metrics.
• Conduct data reconciliation and accuracy checks for projects involving large datasets.
• Document process flows and ensure updates are communicated and adopted across teams.
• Facilitate communication between teams to resolve dependencies and ensure seamless project execution.
• Gather cross-functional feedback to support development of consistent, firm-wide reporting practices.

Qualifications

• 3+ years of experience in project management, process improvement, or automation initiatives.
• 3+ years of experience with Microsoft Excel (vlookups, pivot tables, charts), Word, PowerPoint, Adobe and Outlook.
• 1+ years of experience with a Client Relationship Management System/CRM (e.g. Salesforce).
• 1+ years of programming experience (e.g. VBA, Python).
• Strong analytical and problem-solving skills, with the ability to identify inefficiencies and propose solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across teams.
• Excellent organizational skills, including planning, coordination, and deadline-driven execution.
• Innovative thinker with a passion for automation and process optimization.

Additional qualifications

• Experience with automation tools or process mapping software is a plus.
• Familiarity with firm-wide project management methodologies preferred.
• Experience with SQL helpful.

Pay

Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
• Generous 401(k) company matching contribution.
• Career Development through Tuition Reimbursement and other internal upskilling and training resources.
• Valued Time Away benefits including vacation, sick and volunteer time.
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs.
• Career Mobility support from a dedicated recruitment team.
• Colleague Resource Groups to support networking and community engagement.