Infotek Consulting Services Inc.
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. What will you need to succeed? • 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. Assets: • 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
Source ⇲
