Project Manager

Agility Partners; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Agility Partners in Charlotte, NC is seeking a Senior Project Manager to lead large-scale transformation initiatives across business and technology lines within asset management. The role requires guiding investment platform implementations, operating model changes, and cross-functional programs with senior leadership.

The candidate should bring 10+ years of PM experience in asset/financial services, deep knowledge of the investment lifecycle, and proven ability to drive complex programs with

Qualifications

• 10+ years of Project Management experience.
• Asset Management/Investment Management/Wealth Management or Financial Services background.
• Strong understanding of the investment lifecycle and operations.
• Experience leading large-scale business and technology transformation projects.
• Executive-level communication and stakeholder management skills.
• Governance, risk, issue, and dependency management experience.
• Experience with Agile, Waterfall, or Hybrid methods.

Responsibilities

• Lead enterprise-wide transformation and implementation initiatives.
• Manage project plans, timelines, risks, dependencies, and governance activities.
• Partner with business leaders, technology teams, operations, data teams, and vendors.
• Facilitate executive updates, steering committees, and stakeholder meetings.
• Support testing, operational readiness, cutover planning, and go-live activities.
• Drive alignment across multiple business functions and maintain project momentum.

Skills

Asset management

Investment lifecycle

Enterprise project mgt

Executive stakeholder mgmt

Business & technology transformation

Data & operational change

Job description

A leading global asset management firm is seeking a Senior Project Manager to support a large-scale strategic transformation initiative. This role will lead complex business and technology projects, including investment platform implementations, operating model changes, and cross-functional transformation efforts.

The ideal candidate has experience within Asset Management or Investment Management, understands the investment lifecycle, and can effectively drive initiatives involving business, operations, technology, and data teams.

Key Responsibilities

• Lead enterprise-wide transformation and implementation initiatives
• Manage project plans, timelines, risks, dependencies, and governance activities
• Partner with business leaders, technology teams, operations, data teams, and vendors
• Facilitate executive updates, steering committees, and stakeholder meetings
• Support testing, operational readiness, cutover planning, and go-live activities
• Drive alignment across multiple business functions and maintain project momentum

Required Qualifications

• 10+ years of Project Management experience
• Asset Management, Investment Management, Wealth Management, or Financial Services background
• Strong understanding of the investment lifecycle and investment operations
• Experience leading large-scale business and technology transformation projects
• Executive-level communication and stakeholder management skills
• Strong governance, risk, issue, and dependency management experience
• Experience with Agile, Waterfall, or Hybrid methodologies

Highly Desired

• BlackRock Aladdin implementation, migration, integration, or enhancement experience
• Investment platform and portfolio management workflow experience
• Data migration, testing, operational readiness, and transformation project experience
• PMP, Agile, PRINCE2, Scrum, or SAFe certifications

Top Skills

• Asset Management / Investment Lifecycle
• Complex Enterprise Project Management
• Executive Stakeholder Management
• Business & Technology Transformation
• Data & Operational Change Management

Ideal Candidate

• Brings structure and clarity to complex initiatives
• Comfortable navigating stakeholder pushback and organizational change
• Strong communicator with executive presence
• Resilient, proactive, and delivery-focused
• Experienced leading large-scale transformation programs within asset management environments

Preferred Location: Charlotte, NC (other locations may be considered)