Nashville, Tennessee, USA
1 day ago
Project Manager/Private Wealth Operations

We are seeking a Project Manager based in Nashville, TN to join Private Wealth Operations in Global Technology & Operations.

Role Description

In this role as a Project Manager, you will work directly with the head of Private Wealth Operations and have an opportunity to collaborate with a variety of teams across the firm to understand business needs and identify how technology can meet those needs through the design and implementation of efficient processes and tools. The PM will strategize on the approach, collaborate with the business head to ensure projects are remaining on track and milestones are clearly defined.

Applications and business or enterprise functions the role supports

This role will specifically support our strategic initiatives in the Private Wealth Operations team, which will help grow our global footprint.

Key job responsibilities include, but are not limited to

Conducting meetings, gathering critical information, and producing organized, detail-oriented meeting notes, documentation, and requirementsStructuring milestone deliveries and coordinating across teams to ensure deliverables are on trackCommunicating the results of your efforts in a clear and concise mannerEnsuring solutions meet business needs and requirementsMonitoring deliverables and ensuring timely completion of assigned tasks

Qualifications, Experience, Education

Bachelor's degree and at least 5 years project management experienceExperience working in an agile environment leveraging agile methodologies preferredUnderstanding of the financial services industry, including market knowledge across equities, fixed income, multi-asset, and/or alternative strategies is a plus

Skills

Excellent planning, organizational, and time management skillsStrong and concise communication skills (written, oral, and presentation)Ability to structure ambiguous business problems and partner with IT to recommend technology solutionsExceptional analytical and conceptual thinking skillsExcellent documentation skillsSkilled in building and managing relationships with key stakeholders and business partnersClient focused with a strong sense of ownership and follow-throughHighly motivated with the ability to work effectively independently and within a teamExtremely detail-oriented and deadline driven with proven ability to multi-task across projectsPropensity to learn new areas of the business, processes, and applications quicklyCompetency in Microsoft applications including Word, Excel, and Outlook 

Nashville, Tennessee
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