Sr. Project Mgr.

This role sits within the Firm Program Management Office (FPMO) and leads large-scale, complex financial-services initiatives that directly impact end users and advance the firm’s strategic objectives. The Senior Project Manager oversees multiple high-priority projects in the Investment Advisory Platform (IAP) portfolio, collaborating with stakeholders across business, technology, and leadership teams to deliver innovative fee-based investment solutions for clients.

The IAP is a highly strategic area undergoing significant transformation, including:

• Supporting innovative investment advisory solutions and new product offerings
• Working across multiple client segments, including high-net-worth clients
• Influencing initiatives that directly impact both clients and branch teams
• Contributing to a major strategic growth area that represents approximately half of the firm’s long-term growth objectives
• Participating in transformational work that is reshaping how the firm delivers wealth management and investment advisory services

The role is heavily focused on the front-end phases of project delivery—scope definition, business requirements, stakeholder alignment, and strategic planning. The Senior Project Leader partners closely with business sponsors and Digital teams to shape solutions, establish priorities, and prepare initiatives for successful execution.

Responsibilities

Project Planning

• Define project scope, objectives, deliverables, milestones, and resource requirements
• Partner with business sponsors and stakeholders to identify business needs, gather requirements, and develop strategic recommendations
• Facilitate discussions that drive clarity and alignment on project objectives, priorities, and expected outcomes
• Coordinate internal and external stakeholders to support successful project delivery
• Apply project management and risk management best practices throughout the project lifecycle
• Partner closely with Digital teams to ensure business requirements and strategic objectives are clearly defined and ready for execution

Project Execution

• Lead multiple concurrent epics and strategic initiatives simultaneously
• Coordinate cross-functional teams to achieve project objectives and milestones
• Manage project dependencies across business and technology workstreams
• Facilitate project governance activities and support decision-making with senior leaders and stakeholders
• Build and maintain strong working relationships across multiple functional areas
• Drive stakeholder alignment and proactively address risks, roadblocks, and competing priorities
• Lead highly visible initiatives with significant business impact

Project Control and Risk Management

• Monitor project scope, schedule, budget, and quality objectives
• Identify, assess, manage, and escalate project risks and issues as appropriate
• Develop mitigation strategies and recommend corrective actions when required
• Track and communicate project status, progress, and performance metrics
• Provide data-driven insights and recommendations to support executive decision-making

Requirements

• Expertise in project lifecycle management, particularly during project initiation, planning, analysis, and stakeholder alignment phases
• Strong business acumen and the ability to translate strategic objectives into actionable project plans
• Demonstrated ability to define scope, gather and refine requirements, and facilitate strategic business discussions
• Experience managing multiple complex initiatives simultaneously in a fast-paced environment
• Strong executive communication, facilitation, and stakeholder management skills
• Ability to influence decision-making across multiple levels of leadership without direct authority
• Experience navigating ambiguity and independently prioritizing competing demands
• Proven ability to lead cross-functional teams and build strong relationships across business and technology organizations
• Strong problem-solving, negotiation, and conflict-resolution skills
• Experience using project management tools such as Clarity, Aha!, Jira, Microsoft Project, PowerPoint, and Excel

Qualifications

• Bachelor’s degree required; concentration in Accounting, Finance, Business, or a related field preferred
• 7+ years of project, program, or related leadership experience
• Experience leading multiple large-scale, complex initiatives simultaneously
• Experience delivering projects within the financial services industry required
• Brokerage, wealth management, or investment advisory experience strongly preferred
• Experience working with fee-based advisory products, investment platforms, or related financial services solutions preferred
• Experience partnering with senior leaders, sponsors, and executive stakeholders to support strategic decision-making
• Experience working in Agile, Product Management, or hybrid delivery environments
• PMP, SAFe, Product Management certification, and/or Series 7 license preferred

Benefits

• Medical, dental, vision, life, and disability insurance plans
• Employee Stock Purchase Program (ESPP)
• 401K program with company match after 12 months of tenure
• Health Savings Account (HSA) on the HDHP plan
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• Corporate discount savings program and other discounts
• On-demand training program
• Access to certification prep, technical and leadership courses, books, and seminars after 6+ months of tenure
• Certification discounts and association perks (e.g., CompTIA, IIBA)
• Dedicated customer service team and certified Career Coach