Platform Expert/Project Manager Digital Wealth Management

The Project Manager in Wealth Management is responsible for overseeing the planning, execution, and delivery of various digital initiatives within the wealth management division of an organization. You will work closely with Product owners, developers, technology, compliance, marketing, and senior management to ensure initiatives are completed on time, within scope, and on budget. Your excellent organizational, communication, and leadership skills are essential to drive the success of initiatives supporting the business's strategic objectives. Education and Experience A Bachelor's degree in finance, business administration, or a related field is required. You should have a minimum of 10 years of experience in an agile working environment within the financial services sector, preferably in wealth management. Experience in Crypto and FX Trading platforms is preferred, and a professional agile management certification is highly desirable. Technical Skills You should have a strong understanding of wealth management products, services, and industry regulations. Proficiency in agile management tools such as Azure and JIRA is expected. Excellent analytical and problem-solving skills are crucial for this role. Soft Skills Your exceptional organizational and time management abilities will be key to success. Strong communication and interpersonal skills are necessary for building and maintaining relationships with a diverse group of stakeholders. Leadership and team management skills are important for motivating and managing cross-functional teams. Adaptability and flexibility are required to manage changing project requirements and priorities effectively. Key Competencies Leadership: You should demonstrate strong leadership qualities by inspiring and motivating team members and providing clear direction and guidance to project teams aligned with organizational goals. Strategic Thinking: Exhibiting a strategic mindset, you should align project objectives with the organization's strategic priorities, identify opportunities for innovation, and improvement within the project management process. Stakeholder Management: Building and maintaining strong relationships with key stakeholders, including clients, financial advisors, and senior management, is essential. You need to effectively manage stakeholder expectations and address their needs throughout the project lifecycle. Performance Metrics Your success as a Project Manager in Wealth Management will be measured by key performance indicators (KPIs) including on-time delivery of projects, vendor management (existing and new), adherence to project budgets, quality of project deliverables, and stakeholder satisfaction and feedback.,