Job Description

This is a hybrid opportunity requiring a commute to our Boston or Chicago office 2x a week

Summary

Our client is looking for an experienced, detail-oriented and proactive Project Manager to join the Enterprise Project Management Office (PMO) team in a Product Implementation role. In this position, you will focus on planning and executing the launch of various investment vehicles to enhance our client’s lineup of product offerings while interacting with business stakeholders including Investments, Operations, Product, Distribution, Finance, Legal & Compliance, Marketing and Information Technology. You will oversee product development, process improvement workflows and leverage solutions which support the organizational goals and objectives. The Project Manager must be extremely organized, proactive, collaborative, an innovative thinker and problem solver. The ideal candidate will have demonstrated success in translating business requirements into technical deliverables.

Key Responsibilities and Related Knowledge, Skills & Abilities

Project Estimation

• Facilitate scope definition, high-level planning and estimation of projects with cross-functional teams
• Document key assumptions and dependencies
• Develop and present high-level project plan with cost benefit analysis for key stakeholders
• Where required, work with SMEs to quantify cost factors to deliver project deliverables including resources, project oversight, objective risk and related contingency

Project Planning Development

• Develop detailed project plans with multiple milestones and phases which align resources, costs, and schedules to maximize performance, minimize cost overruns and ensure on-time delivery
• Create a project plan and schedule to include:
• Key Deliverables
• Key Milestones
• Project Related Tasks
• Communication Plan
• Develop a project plan and schedule with cross discipline/functional leads input
• Ensure necessary steps and dependencies to deliver projects and components are documented and included in the plan
• Assist in the definition of the project scope and validate the project can be completed on time and within budget
• Manage project management tool

Project Delivery

• Lead and drive enterprise & business division projects and business initiatives through a full delivery life-cycle ensuring project is delivered on-time and on-budget
• Lead and drive the planning and execution of product initiatives, including ETF, mutual fund, and CIT launches, fund mergers, fund liquidations and manager changes
• Demonstrate an understanding of the business environment and overall project scope
• Manage project scope, matrixed/team resource assignments, budget, scheduling and change requests
• Validate project assumptions and review project plans with project stakeholders
• Experience leading cross-functional teams to deliver projects with multiple dependencies and constraints to include business divisions, Information Technology, PMO and 3rd parties if applicable
• Support and coach team members on identifying, documenting and refining requirements; including development and execution of test cases and scripts
• Ensure proper documentation of all business and technical requirements as it relates to the scope of project
• Engage and communicate across technical and business teams to manage risks, dependencies, issues, release readiness and quality standards
• Provide regular project updates to PMO leader and project sponsor about the project deliverables, major milestones, schedule and financial/budget/variance reports and outstanding issues
• Monitor adherence to project schedule and milestone commitments
• Escalate key issues and risks to ensure timely resolution and mitigation to the PMO leader and project sponsor
• Control potential expansion and change of project scope, record causes of change and facilitate change requests to ensure impacts to schedule or budget are approved and communicated in a timely manner
• Collect and leverage metrics to drive performance, efficiency and forecast improvements
• Provide PMO and stakeholders post implementation analysis, lessons learned and final cost benefit analysis
• Lead the official handoff from the project team to the business operations and ensure the project is closed

Key Behavioral Expectations

Drives for Results

• Executes deliverables in line with the organizational vision and strategy
• Strives to achieve the goals set forth by your manager
• Demonstrates strong business results focus and shared vision for the company’s goals

Communication & Engagement

• Engages stakeholders through effective communication
• Expresses recommendations with clarity and confidence
• Actively listens and checks for understanding
• Respects expression of diverse ideas and different ways of thinking

Agility & Adaptability

• Navigates organizational culture effectively
• Readily adapts style and communication based on the circumstances and stakeholder needs
• Welcomes new solutions and takes on stretch assignments for own development
• Acknowledges small mistakes and actively course corrects
• Extracts lessons learned from the past and applies to new situations

Minimum Qualifications

• 5-7 years of relevant work experience in project management
• Experience in asset management/financial services and ETFs preferred
• Exceptional verbal and written communication including an ability to communicate effectively at an executive level
• Ability to work collaboratively across distributed workforce
• Possesses significant practical experience in the basics of project management (project planning, resource planning, issue management, risk management, change management, communication planning)
• Excellent organizational skills and capable of setting priorities and a demonstrated ability to deliver projects on time, on budget and within scope
• Proven accomplishment as a driver of multiple projects running concurrently
• Exhibit good judgment skills on when to seek guidance and when to escalate risks and issues
• Experience with Waterfall and Agile project management (Scrum methodology preferred)
• PMI Portfolio Management Professional and/or PMP Project Management Professional certification preferred
• Experience with Celoxis and other project management tools is a plus

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