Program Manager -Wealth Management
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Key skills for this role
About the Role
Plan and execute project activities, manage resources, ensure quality, and communicate with stakeholders in wealth management programs.
Key Skills for This Role
Responsibilities
- Plan, execute, and monitor project activities to ensure successful delivery within scope, timeline, and budget.
- Develop detailed project plans, schedules, and milestones.
- Coordinate with internal teams, vendors, consultants, and stakeholders.
- Track project progress and provide regular status updates to management.
- Identify project risks, issues, and dependencies and implement mitigation plans.
- Manage resource allocation and ensure efficient utilization.
- Conduct meetings, prepare MOMs, and follow up on action items.
- Ensure quality standards, compliance, and project governance are maintained.
- Handle stakeholder communication and manage expectations throughout the project lifecycle.
- Support procurement, budgeting, and reporting where required.
Requirements
- 9 10 years of experience
- Experience in project management
- Knowledge of wealth management
Full Job Posting
Job Overview
- Plan, execute, and monitor project activities to ensure successful delivery within scope, timeline, and budget.
- Develop detailed project plans, schedules, and milestones.
- Coordinate with internal teams, vendors, consultants, and stakeholders.
- Track project progress and provide regular status updates to management.
- Identify project risks, issues, and dependencies and implement mitigation plans.
- Manage resource allocation and ensure efficient utilization.
- Conduct meetings, prepare MOMs (Minutes of Meeting), and follow up on action items.
- Ensure quality standards, compliance, and project governance are maintained.
- Handle stakeholder communication and manage expectations throughout the project lifecycle.
- Support procurement, budgeting, and reporting where required.
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