Senior Technical Project Manager – Wealth Management

Senior Technical Project Manager – Wealth Management

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Location: New York, New Jersey US 

Type: Full-time

Department: Financial Markets

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Job Summary

The role involves deep financial analysis, strategic collaboration with various business units, and the creation of insightful reports to support executive decision-making. The ideal candidate will possess strong analytical capabilities, meticulous attention to detail, and the ability to translate complex financial data into actionable strategic insights. Experience in a major big firm or a highly regulated industry especially. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Ensure the successful planning, execution, and closure of projects and programs within the banking institution. This position is responsible for establishing and maintaining project management standards, processes, and tools, as well as providing comprehensive support, reporting, and oversight to project teams and senior management. The ideal candidate will combine strong organizational and analytical skills with a solid understanding of project lifecycle methodologies and the financial services industry.

Responsibilities

• Assist in solution selection and implementation, impacting key bank wealth functions.

• Proven ability to collaborate effectively with cross‑functional partners, including Legal, Risk, Compliance, Finance, Operations, and senior business leaders.

• Utilize technology, including AI-powered PMO tools, to enhance efficiency and track project progress.

• Manage projects and teams, including applying established methodologies, using change control templates and processes; managing time and recording activities using defined scheduling tools; monitoring budgets; coordinating resource acquisition and utilization; serving as a liaison with internal customers and external suppliers; and communicating regularly with project stakeholders.

• Maintain a close attention to detail, strong organization, sound risk judgment, and commitment to compliance and excellence.

• Independently manage multiple workstreams in complex, long-term projects affecting business processes and technology. 

• Conduct project risk assessments, identify key risk factors, and develop effective mitigation and contingency plans. 

• Oversee projects and teams by applying methodologies, monitoring budgets, coordinating resources, and communicating regularly with stakeholders.

• Create formalized reports and presentations, and present them to senior and executive level management (translate complex technical milestones into high-impact presentations for the Operating Committee)

Eligibility Requirements

• Minimum bachelor’s degree 

• Experience with Wealth Management Technology and upgrade projects/programs required.

• Minimum of 10+ years of experience managing highly complex technical projects involving large teams

• PMP certification preferred

• Minimum of 2 years technical program and/or portfolio manager experience 

• Strong hands-on experience with Aladdin platform or similar investment management systems (e.g., Charles River IMS, SimCorp Dimension, Eagle PACE).
• Solid understanding of investment lifecycle, portfolio management, risk analytics & trading 

• Written and verbal communication skills to engage senior stakeholders and external partners

In the US, the target base salary for this role is $130-$145K. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors

How to Apply

• Click "Apply Now" to submit your resume through our career site
• Be sure to include any relevant experience that aligns with the role.
• Qualified candidates will be contacted by a member of our recruitment team for next steps

About eClerx

eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.​
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.

For more information, visit www.eclerx.com  

You can also find us on:

https://www.linkedin.com/company/eclerx/ 

https://www.indeed.com/cmp/Eclerx/about

https://www.glassdoor.com/eClerx

eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here