Wealth Project Manager / Senior Business Analyst Pipeline

This position involves supporting clients in optimizing investment operations and improving client experiences. It focuses on requirements gathering, process mapping, strategic initiatives implementation, and project execution. The role requires collaboration across teams and a customer-centric approach.

Requirements

• Plan, manage and facilitate the successful execution of program timelines and milestones
• Collaborate with internal and external contributors to build a client specific co-delivery plan while adhering to implantation processes
• Actively track all activities and their status; accountable for critical project deadlines and tasks
• Proactively engage with customers to understand project requirements, manage expectations, provide project updates and ensure overall customer satisfaction
• Prepare work schedule and timelines with the customer and the extended team
• Assist in defining KPIs, use cases, and user stories for system enhancements or new solution rollouts
• Analyze and map current vs. future state processes related to investment management, client onboarding, portfolio accounting, regulatory reporting, etc.