Senior Project Manager

Note: Candidate must have experience with financial or banking services previously

The Senior Project Manager will work within the Firm Program Management Office (FPMO), leading large-scale, complex financial services initiatives that directly impact end users and contribute to the firm's strategic objectives. This role is responsible for overseeing multiple high-priority projects within the Investment Advisory Platform (IAP) portfolio, partnering with stakeholders across business, technology, and leadership teams to drive successful outcomes and deliver innovative fee-based investment solutions for clients.

The Investment Advisory Platform (IAP), is a highly strategic area undergoing significant transformation. Highlights include:

• Supporting innovative investment advisory solutions and new product offerings.
• Working across multiple client segments, including high-net-worth clients.
• Influencing initiatives that directly impact both clients and branch teams.
• Contributing to a major strategic growth area that represents approximately half of the firm's long-term growth objectives.
• Participating in transformational work that is reshaping how the firm delivers wealth management and investment advisory services.

This role is heavily focused on the front-end phases of project delivery, including scope definition, business requirements, stakeholder alignment, and strategic planning. The Senior Project Leader will partner closely with business sponsors and Digital teams to shape solutions, establish priorities, and prepare initiatives for successful execution. Success in this role requires the ability to navigate ambiguity, influence stakeholders across multiple levels of leadership, and drive strategic decisions that impact business performance, client outcomes, and portfolio objectives.

Projects are managed using Agile and Product Management practices and require close collaboration with portfolio owners, client segment leaders, Digital Solution Train Engineers, business stakeholders, and external vendors. Initiatives often span multiple business areas, divisions, and third-party partners, requiring exceptional leadership, coordination, and risk management skills.

Key Responsibilities

Project Planning

• Define project scope, objectives, deliverables, milestones, and resource requirements.
• Partner with business sponsors and stakeholders to identify business needs, gather requirements, and develop strategic recommendations.
• Facilitate discussions that drive clarity and alignment on project objectives, priorities, and expected outcomes.
• Coordinate internal and external stakeholders to support successful project delivery.
• Apply project management and risk management best practices throughout the project lifecycle.
• Partner closely with Digital teams to ensure business requirements and strategic objectives are clearly defined and ready for execution.

Project Execution

• Lead multiple concurrent epics and strategic initiatives simultaneously.
• Coordinate cross-functional teams to achieve project objectives and milestones.
• Manage project dependencies across business and technology workstreams.
• Facilitate project governance activities and support decision-making with senior leaders and stakeholders.
• Build and maintain strong working relationships across multiple functional areas.
• Drive stakeholder alignment and proactively address risks, roadblocks, and competing priorities.
• Lead highly visible initiatives with significant business impact.

Project Control and Risk Management

• Monitor project scope, schedule, budget, and quality objectives.
• Identify, assess, manage, and escalate project risks and issues as appropriate.
• Develop mitigation strategies and recommend corrective actions when required.
• Track and communicate project status, progress, and performance metrics.
• Provide data-driven insights and recommendations to support executive decision-making.

Required Skills

• Expertise in project lifecycle management, particularly during project initiation, planning, analysis, and stakeholder alignment phases.
• Strong business acumen and the ability to translate strategic objectives into actionable project plans.
• Demonstrated ability to define scope, gather and refine requirements, and facilitate strategic business discussions.
• Experience managing multiple complex initiatives simultaneously in a fast-paced environment.
• Strong executive communication, facilitation, and stakeholder management skills.
• Ability to influence decision-making across multiple levels of leadership without direct authority.
• Experience navigating ambiguity and independently prioritising competing demands.
• Proven ability to lead cross-functional teams and build strong relationships across business and technology organisations.
• Strong problem-solving, negotiation, and conflict-resolution skills.
• Experience using project management tools such as Clarity, Aha!, Jira, Microsoft Project, PowerPoint, and Excel.

Qualifications

• Bachelor's degree required; concentration in Accounting, Finance, Business, or a related field preferred.
• 7+ years of project, program, or related leadership experience.
• Experience leading multiple large-scale, complex initiatives simultaneously.
• Experience delivering projects within the financial services industry required.
• Brokerage, wealth management, or investment advisory experience strongly preferred.
• Experience working with fee-based advisory products, investment platforms, or related financial services solutions preferred.
• Experience partnering with senior leaders, sponsors, and executive stakeholders to support strategic decision-making.
• Experience working in Agile, Product Management, or hybrid delivery environments.
• PMP, SAFe, Product Management certification, and/or Series 7 license preferred.