Project Manager/Platform Expert – Digital Wealth Management

Key Responsibilities

Planning and Initiation

• For new initiatives, define project scope, goals, and deliverables in collaboration with squad members and stakeholders.
• Create executive summary and lead the RFP process for vendor finalization
• Develop detailed user stories, including timelines, dependencies to ensure backlog are created and updated
• Identify and secure necessary approvals, both internal and external, to ensure project success.

Execution and Monitoring

• Work closely with Product owners in the execution of initiatives, ensuring all tasks are completed on time and to the required standard.
• Monitor progress and performance, identifying and addressing any issues or risks that may arise.
• Provide regular updates to Senior Product owner, including status reports, progress metrics, and risk assessments.
• Facilitate communication and collaboration among squad members, stakeholders, and other relevant parties.

Project Delivery and Closure

• Ensure all deliverables are completed to the required quality standards and handed over to relevant stakeholders.
• Conduct post-launch evaluations to identify lessons learned and areas for improvement.
• Document project outcomes and create detailed reports for senior management and stakeholders.

Third Party Platform Management

Vendor Selection & Onboarding:

• Lead the vendor selection process for wealth management-related services, including FX and Crypto trading platforms, investment engagement tools, etc.
• Collaborate with internal stakeholders to understand requirements and ensure the selected vendors meet business, regulatory, and security standards.
• Coordinate the onboarding of new vendors, ensuring that all contracts, agreements, and compliance documents are completed accurately and on time.

Vendor Relationship Management:

• Establish and maintain strong relationships with existing vendors, ensuring effective communication and collaboration to meet business objectives.
• Serve as the primary point of contact for vendors, addressing issues, escalations, and inquiries in a timely and professional manner.
• Conduct regular meetings with vendors to review performance, service levels, and contractual obligations.

Contract & SLA Management:

• Negotiate, draft, and review vendor contracts, ensuring compliance with all legal, regulatory, and company policies.
• Develop and monitor Service Level Agreements (SLAs) to ensure vendors meet performance expectations in areas such as delivery timelines, service quality, and regulatory compliance.
• Track vendor performance metrics and resolve any service-related issues promptly.

Required Skills and Qualifications

Education and Experience

• Bachelor's degree in finance, business administration, or a related field (required).
• Minimum of 10 years of experience in agile working environment within the financial services sector, preferably in wealth management.
• Experience in Crypto and FX Trading platforms
• Professional agile management certification is highly desirable.

Technical Skills

• Strong understanding of wealth management products, services, and industry regulations.
• Proficiency in agile management tools (e.g., Azure, JIRA).
• Excellent analytical and problem-solving skills.

Soft Skills

• Exceptional organizational and time management abilities.
• Strong communication and interpersonal skills, with the ability to build and maintain relationships with a diverse group of stakeholders.
• Leadership and team management skills, with the ability to motivate and manage cross-functional teams.
• Adaptability and flexibility in managing changing project requirements and priorities.

Key Competencies

Leadership

• Demonstrates strong leadership qualities, including the ability to inspire and motivate team members.
• Provides clear direction and guidance to project teams, ensuring alignment with organizational goals.

Strategic Thinking

• Exhibits a strategic mindset, with the ability to see the big picture and align project objectives with the organization's strategic priorities.
• Identifies opportunities for innovation and improvement within the project management process.

Stakeholder Management

• Builds and maintains strong relationships with key stakeholders, including clients, financial advisors, and senior management.
• Effectively manages stakeholder expectations and ensures their needs are addressed throughout the project lifecycle.

Performance Metrics

The success of the Project Manager in Wealth Management will be measured by the following key performance indicators (KPIs):

• On-time delivery of projects.
• Vendor Management (Existing and New)
• Adherence to project budgets.
• Quality of project deliverables.
• Stakeholder satisfaction and feedback.
• Effective management of project risks and issues.