Senior Project Manager

Infotek Consulting is searching for a Wealth Management SR PM - this role requires extensive Wealth management experience - it is primarily remote with occasional days in office

As a Project Manager you will be responsible for planning and managing the Wealth Program, supporting our business partner’s strategic objectives and goals.

What will you do?

• Coordinating stakeholder engagement to help develop and build buy-in to a new strategy.
• Developing a high level timeline/stages of strategy development, then breaking shorter term activities into detailed actions we can track.
• Shaping scope, process and measurement of iterative test and learn tactics through the sales team so we can demonstrate results and build support for further investment.

• Proven experience working within Wealth Management
• Expert knowledge of project management techniques, tools and methodologies.
• Exceptional interpersonal skills, with an emphasis on relationship management and team building.
• Can effectively and concisely communicate project and technical information to provide comprehensive, concise recommendations to management.
• Ability to influence and manage difficult situations through to resolution; escalating as required and utilizing critical judgement in knowing when to do so.
• Ability to hold project team members and other stakeholders accountable to ensure that projects can progress according to plan.
• Effectively analyze project expense trends and understands the impact on projected spend.
• Ability to create project plans and identify dependencies
• Excellent organizational skills.

• PMP Certification or equivalent, and in good standing with PMI.
• PMI-Agile Certified Practitioner or equivalent
• University degree, college diploma or appropriate experience in lieu of.
• Project management experience in the insurance industry or finance industry