AWM- Wealth Management Operations - Project / Program Manager for Global Shares

Job Description

As a Project Manager within CMSO/Global Shares Operations Workstream, you will support the integration our Investment Solutions Trading, Transfers business, Middle Office teams and client onboarding by participating in projects and providing support for various initiatives. The candidate may be involved in multiple projects or initiatives, working across the whole project lifecycle, researching new projects, business process changes, or system modifications. Through strong partnership with Business, Operations and Technology counterparts the candidate will work on project deliverables that are aligned with business and technology strategies. You will prepare documentation detailing requirements and business priorities, documentation of test plan and test cases, release notes and user guides. This role will require an ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the management team. Responsibilities
• Coordinate with various areas of Operations, Middle Office, Finance, Technology, and Senior Management to build business requirements, procedures and processes
• Project analysis, including documenting business requirements, detailing issues and risks, and drafting business processes and data flows
• Data analysis, including data collection, synthesis, and translation of results into concrete actionable solutions
• Identify gaps between applicable requirements and current procedures/controls and participate in driving resolution of mitigating controls
• Work with business partners to design and implement enhancements to existing processes and/or business applications, introduce new processes and/or toolsets, and engage in process re-engineering
• With guidance, develop and implement solutions that strengthen business operating models, enhance the client experience, and improve efficiency and controls
• Define user acceptance test plans and test cases, coordinate and execute user acceptance testing and interpret, assess, and communicate results to enable signoff on deliverables
• Provide implementation support, inclusive of testing and process change management, and ensure those implementations meet requirements established by Oversight and Control partners
• Develop subject matter expertise on specific areas within the Investment Solutions Trading and Transfers Business
• Build strong partnerships with control partners, within the WM Business Management organization, and across Investment Solutions Trading and Transfers Business teams
• Work with minimal direction/independently, keeping management informed of progress and escalate issues
Qualifications
• Bachelors degree or equivalent work experience
• 5-10 years business analysis / project management experience and leading programs
• Detail oriented, strong oral and written communication skills
• Strong leadership, interpersonal and relationship management skills
• Highly motivated, results-oriented, client -focused
• Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
• Experience using Intelligent Automation tools such as Xceptor, Alteryx, Signavio for Process Modeling, etc.
• Ability to analyze and resolve project-related issues and follow through with set objectives
• Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize issues/workload
• Ability to come up to speed quickly on new subject matter
• High degree of initiative, self-direction, and ability to work independently
• Be a team player who shows commitment and dedication, and can maintain a positive attitude and high level of performance on high profile/time-sensitive initiatives
• Project activity and schedule may require weekend work from time-to-time.
• Specific project activity may include:
  • Documenting current and future state operating models
  • Documenting policies and procedures
  • Developing and delivering client and internal communications
  • Research and clarify business requirements so technology can deliver appropriate technical solutions.
  • Planning and coordinating UAT and regression testing for key applications
  • Metrics reporting and status tracking
  • Lead progress status meetings at the operational and project level.
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Keyskills :
project managementagileprogram managementmanagementdeliveryuser acceptance testingsubject matter expertisetest casesnew projectsmiddle officerelease notes