The Senior Project Manager (PM) plays a critical role in driving complex, high-impact initiatives within our client’s enterprise PMO (Value Delivery Office). This individual will support large-scale transformation efforts across a dynamic, fast-paced financial services organization, working closely with business leaders, product teams, and technology stakeholders. The role is focused heavily on systems integration, data migration, and enterprise change initiatives, often tied to acquisitions and new business partnerships. This is a highly visible position requiring strong executive presence, the ability to operate independently, and experience leading cross-functional programs with organization-wide impact. The PM will help drive alignment, manage competing priorities, and ensure successful delivery of critical initiatives that support continued growth and modernization.
Key Responsibilities
- Project Management and Coordination
- Lead and manage end to end project execution across multiple complex, fast-paced initiatives
- Drive large scale enterprise programs, including system migrations and business transformations
- Serve as primary point of contact for project goals, timelines, and deliverables across stakeholders
- Develop and manage detailed project plans, ensuring clarity across multiple workstreams
- Drive process improvements, operational efficiency, and scalability initiatives
- Surface key metrics and insights to support decision making and executive reporting
- Adapt project management best practices to evolving project needs and organizational priorities
- Migrating new client data across enterprise environment – cross-functional team focused
- Transitioning platforms and systems migrations
- Supporting outsourced partner relationships
- Lead cross functional teams across product, technology, and business units
- Promote alignment, accountability, and collaboration across diverse stakeholder groups
- Provide mentorship and guidance to team members and partner PMs as needed
- Foster a results driven, resilient, and adaptable team environment
- Lead teams through periods of change, including system transitions and modernization efforts
- Maintain strong communication across executive stakeholders, business sponsors, and technical leaders
- Provide transparent updates on project status, risks, and dependencies
- Navigate complex and politically sensitive environments with professionalism and neutrality
- Lead large cross functional meetings and drive productive discussions and decision making
- Ensure alignment across stakeholder groups with competing priorities
- Drive organizational readiness for system implementations and business transformations
- Support adoption of new processes, technologies, and platforms
- Manage resistance and ensure smooth transitions from legacy systems to modern solutions
- Promote forward thinking and transformation focused mindset across teams
- Support ROI driven initiatives tied to business outcomes and operational improvements
Core Requirements
- Senior level Project Manager with strong executive presence
- Experience operating within enterprise PMO environments supporting large scale initiatives
- Strong communication and stakeholder management skills
- Proven experience leading:
- IT systems migrations
- Data migration initiatives
- Large, cross functional transformation programs
Qualifications
- Bachelor’s degree or equivalent experience
- 6 or more years of project management experience within financial services
- Industry Experience: Financial services required but preference is Retirement, wealth, or recordkeeping platforms
- Strong experience with enterprise scale programs and complex stakeholder environments
- Exposure to AI initiatives or openness to learning
- Focus on enterprise wide initiatives, transformation programs, and strategic growth efforts
- Proficiency with project management tools and Microsoft suite
- Strong analytical, organizational, and problem solving skills
- Excellent communication and leadership abilities
- Ability to manage multiple high complexity projects simultaneously
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