Project Manager (AVP)

Project Manage the development of business requirements with Platforms and Technology as it relates JPN Management, Account Retention Tool, Advisor Legacy Program Point person for Field Leadership and Corporate Partners to develop and implement projects, specifically WM Analytics and Data, Technology, Platforms, and Finance Ownership and primary contact for department platforms development and execution Partner with Field Management and Advisors to strategize on business requirements to efficiently manage and service clients with their Team and Partners Responsible for training, education and support on departmental platforms, dashboards and systems. Analyze data to support these strategic initiatives and determine impact Collaborate with platform users to understand and anticipate their needs and translate them into product requirements Develop, implement and present key data and metrics to senior management Maintain cross departmental relationships to advance Firm wide strategies Perform regular or ad hoc metrics, reporting and trend analysis Field communication and training creation and execution Perform other duties and special projects as assigned Minimum of 5 year of Wealth Management or Industry experience Bachelor's degree required Strong organizational, project management and analytical skills Strong written and verbal communication skills Proficient in MS Office with emphasis on PowerPoint, Word and Excel Understanding of web technologies and departmental platforms Agile Product Owner experience a plus Knowledge of Dataiku a plus Self-motivated and able to work in a strong team and high activity environment Ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $70,000 and $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.