DescriptionThe Vice President ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative spanning multiple lines of business and functions aims to revolutionize our managed accounts operating model and deliver a cutting-edge intuitive technology platform.
As the VP PMO you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams proactively identify and mitigate risks and maintain unwavering focus on delivering business value. You will be instrumental in establishing a robust PMO function that provides transparency governance and strategic direction to this high-profile program.
This role presents an unparalleled opportunity to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale complex transformations. If you thrive in fast-paced dynamic environments and are passionate about shaping the future of wealth management this is the role for you.
Key Responsibilities:
- Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program
- Partner with the Program Lead to develop and execute the overall program strategy roadmap and delivery plan
- Drive rigorous program governance including risk and issue management change control and executive reporting
- Proactively monitor and manage cross-functional dependencies ensuring seamless integration across workstreams
- Lead the development and implementation of a robust change management framework to drive adoption and business readiness
- Serve as a trusted advisor to senior stakeholders providing strategic insights and recommendations to drive program success
- Foster a culture of continuous improvement innovation and agility within the program team
- Mentor and guide junior team members nurturing the next generation of leaders
Required Qualifications:
- Minimum 5 years of experience in financial services with deep expertise in wealth management or investment management
- 6 years of proven success leading complex cross-functional programs or PMOs preferably in a technology or operations transformation context
- Deep knowledge of program management best practices including Agile methodologies risk management and change management
- Strong technical acumen with experience in software development life cycle (SDLC) systems integration and data management
- Proficiency in project management tools (e.g. JIRA MS Project) and collaboration platforms (e.g. Confluence SharePoint)
- Exceptional strategic thinking and problem-solving skills with the ability to navigate ambiguity and drive decision-making
- Highly influential communicator with the ability to engage and align stakeholders at all levels
- Proven ability to lead and motivate high-performing teams in a matrixed environment
- Strong business acumen and understanding of wealth management products operations and technology
- Bachelors degree in a technical field (e.g. Computer Science Engineering) or equivalent experience; advanced degree (e.g. MBA PMP) strongly preferred
Preferred Qualifications:
- Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g. Tableau PowerBI)
- Expertise in cloud technologies (e.g. AWS Azure) microservices architecture and API management
- Certified Scrum Master (CSM) SAFe Agilist (SA) or similar Agile certification
- Prior experience leading PMOs for large-scale enterprise-wide transformation programs in financial services
Demonstrated ability to innovate and drive process optimization
Required Experience:
Exec
DescriptionThe Vice President ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative spanning multiple lines of business and functions aims to revolutionize our managed accounts operating mo...
DescriptionThe Vice President ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative spanning multiple lines of business and functions aims to revolutionize our managed accounts operating model and deliver a cutting-edge intuitive technology platform.
As the VP PMO you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams proactively identify and mitigate risks and maintain unwavering focus on delivering business value. You will be instrumental in establishing a robust PMO function that provides transparency governance and strategic direction to this high-profile program.
This role presents an unparalleled opportunity to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale complex transformations. If you thrive in fast-paced dynamic environments and are passionate about shaping the future of wealth management this is the role for you.
Key Responsibilities:
- Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program
- Partner with the Program Lead to develop and execute the overall program strategy roadmap and delivery plan
- Drive rigorous program governance including risk and issue management change control and executive reporting
- Proactively monitor and manage cross-functional dependencies ensuring seamless integration across workstreams
- Lead the development and implementation of a robust change management framework to drive adoption and business readiness
- Serve as a trusted advisor to senior stakeholders providing strategic insights and recommendations to drive program success
- Foster a culture of continuous improvement innovation and agility within the program team
- Mentor and guide junior team members nurturing the next generation of leaders
Required Qualifications:
- Minimum 5 years of experience in financial services with deep expertise in wealth management or investment management
- 6 years of proven success leading complex cross-functional programs or PMOs preferably in a technology or operations transformation context
- Deep knowledge of program management best practices including Agile methodologies risk management and change management
- Strong technical acumen with experience in software development life cycle (SDLC) systems integration and data management
- Proficiency in project management tools (e.g. JIRA MS Project) and collaboration platforms (e.g. Confluence SharePoint)
- Exceptional strategic thinking and problem-solving skills with the ability to navigate ambiguity and drive decision-making
- Highly influential communicator with the ability to engage and align stakeholders at all levels
- Proven ability to lead and motivate high-performing teams in a matrixed environment
- Strong business acumen and understanding of wealth management products operations and technology
- Bachelors degree in a technical field (e.g. Computer Science Engineering) or equivalent experience; advanced degree (e.g. MBA PMP) strongly preferred
Preferred Qualifications:
- Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g. Tableau PowerBI)
- Expertise in cloud technologies (e.g. AWS Azure) microservices architecture and API management
- Certified Scrum Master (CSM) SAFe Agilist (SA) or similar Agile certification
- Prior experience leading PMOs for large-scale enterprise-wide transformation programs in financial services
Demonstrated ability to innovate and drive process optimization
Required Experience:
Exec
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