Project Manager, Private Wealth

About Blue Trust

For more than 45 years Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement over 460 team members and a nationwide network of 19 offices we offer comprehensive wealth management and trust services to more than 11000 clients in all 50 states.

Position Overview

The Project Manager Private Wealth is responsible for providing project plan support to the National Managing Director (NMD) and the Regional Managing Directors (RMDs). This support includes planning organizing directing and supporting project business deliverables to ensure the achievement of business results and the completion of quarterly rocks as defined in EOS. This position will entail in-depth exposure to highly confidential information requiring a high level of professional maturity and discretion.

Principal Accountabilities

1. Project Management

• Plans organizes evaluates and supports the NMD and RMDs in cross-functional projects from concept through final implementation.
• Assist with the design development and implementation of business perspective work plans to determine the required tasks and resources needed (process functional etc.) for project assignments.
• Creates engaging PowerPoint presentations to facilitate information sharing and strategy alignment between stakeholders.
• Collaborates closely with the NMD to support strategy creation and execution.
• Ensures the project stays aligned to enterprise strategy objectives timelines and specific project business case.
• Leads efforts to provide accurate and timely project status reports to leadership.
• Supports and actively participates in planning sessions with key stakeholders.
• Accountable for effective coordination of deliverables that may span over multiple departments.
• Tracks and manages project risk and change management components of assignments.
• Leads the assessment of inter-project dependencies and gauges the financial impact and risk to the project.
• Supports leadership decision-making process through the creation of project agreements scopes risk assessments and budgets.
• Assists with implementation and tracking of EOS (Entrepreneurial Operating System) initiatives.
• Maintains NMD and RMDs pages on internal intranet InTrust to ensure content is current.

2. Organizational responsibilities

• Approaches work interactions and relationships in a manner consistent with the Companys Core Values.
• Manages projects and interacts with others in a manner that is consistent with Companys Management Language leadership principles and values.
• Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base.
• Maintains the highest Compliance standards by adhering to the companys Human Resources guidelines Compliance policies and procedures professional designation standards and industrys regulatory standards to mitigate risk to the company.

3. Performs all other related duties as assigned or directed by management.

• Excellent computer skills strong proficiency in Microsoft Office and expert proficiency in PowerPoint and Excel.
• Ability to make independent judgments.
• Proven technical analytical and problem solving skills.
• Demonstrated project management skills and the ability to execute quality work according to schedules and deadlines.
• Capability to excel in a team environment and work independently.
• Strong communication skills both verbal and written.
• Strong organization skills and systems acumen.
• Keen attention to detail with a commitment to excellence in work product.
• Personal integrity and ability to discreetly handle highly confidential data.
• Adept at prioritization with ability to complete multiple time-sensitive tasks.

Education Experience & Skills

• A minimum of three to five (3-5) years prior experience in advisor services preferred
• A bachelors degree in Business preferred

Certifications Licenses and Registrations

• None Required Six Sigma preferred