Job Summary

Job Title:

Sr Project Manager - Wealth Management Technology - Governance Lead


New York, NY

Travel Required: 


Employment Type: 

  • Full time

Job Category: 

  • Information Technologies (IT)

Pay Rate/Salary: 


Date Posted: 


Position ID: 

Job Description

Senior Project Manager to define, implement, and maintain controls for project management and governance processes across the Wealth Management Technology (WMT) organization.


  1. Process owner for WMT Software Development Lifecycle and Project Lifecycle Procedures
  2. Establish relationships with Development community to leverage practical knowledge and incorporate into procedures
  3. Create and maintain governance documentation
  4. Acquire and maintain a working knowledge of the firm's project management/software development lifecycle management policies and standards
  5. Work with T&D Risk organization to insure WMT procedure compliance with firm wide standards
  6. Establish and communicate required and best practices to WMT delivery organizations (in conjunction with shared services teams)
  7. Portfolio Owner of Mandatory Projects
  8. Chair mandatory certification process including Wealth Management Business Legal, Compliance, and Risk (Legal/Compliance/Risk) representatives, engaging Business and relevant Legal/Risk/Compliance coverage
  9. Own process of monitoring and tracking delivery of regulatory commitments
  10. Chair Senior PMO Forum: communicate tool and process changes to senior delivery org representatives; collaborate on project management decisions and best practices
  11. Represent WMT for PLC/SDLC processes for Internal Audit and Regulatory Audit exercises; interface with Audit teams and provide documentation as required
  12. Continuously refine and streamline project management processes
  13. Define controls to ensure quality data for project management tools
  14. Monitor, report, escalate project risk for regulatory project portfolio
  15. Develop and deliver training for governance related processes and tools
  16. Participate in the Tech and Data Strategic Roadmap Governance activities
  17. Define WMT requirements for enterprise tool enhancement requests
  18. Participate in annual budget project prioritization exercise
  19. Partner with COO Risk team to identify best practices and required enhancements to control processes.
  20. Become a trusted partner to the development organizations



  1. 5-7 years project management/SDLC process experience
  2. Demonstrate in-depth process and process compliance knowledge
  3. Highly articulate in both written and verbal communication
  4. Ability to work well independently in team environment
  5. Able to work with all levels of management
  6. Display propensity for detail and comprehensiveness of content
  7. Creative and collaborative in approach to solving process problems
  8. Attention to detail and highly organized
  9. Proficient in MS Office (esp. Excel and PowerPoint)
  10. PMP certification a plus
  11. Bachelors Degree REQUIRED!


** Relocation = No



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