Senior Project Manager - LRS

Fulcrum Consulting, an LRS company is seeking a Senior Financial Services Project Manager with our client in Minneapolis, MN.

Qualifications:

• 15 years Project Management experience; spanning medium to large projects programs with high level of value (benefit/cost), and very high level of complexity / uncertainty, and a track record of successful delivery
• An attitude for success, proactive approach to project management, outstanding verbal, and written communication skills with excellent attention to detail, and passion for innovation
• Experience planning and managing financials across multiple streams in data ingestion / consumption projects with a firm understanding of brokerage concepts and technologies
• 5 years of managing large, multi-year IT projects
• Proven ability to manage high visible programs/projects with third party vendors and significant technology components along with having a strong executive presence and advanced communication, presentation and facilitation skills
• Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies/day-2-day ceremonies; Agile experience fostering team improvements through standard Agile processes and ceremonies
• Experience in the Business Process Management (Workflow) space
• Project/Program Management certifications (e.g. PMP and/or PgMP)
• Data Migration design, development, or Architecture experience
• Previous experience working in Wealth Management

Responsibilities:

• Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity
• Effectively manage overall project deliverables for business process management (workflow) work streams on medium to large initiatives; Includes integration of vendor products and in-house applications; lead initiatives supporting new technologies and channels, new product implementation, new client and advisor systems, implementation of regulatory change and growth and business efficiency
• Develop and manage the detailed schedule, identify early warning indicators, provide direction for early resolution of risks, issues and clear escalation path for program committees
• Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making
• Collaborate with internal and external partners (e.g. Vendors, IT teams, Product)
• Build / present for Senior Director & VP level presentations
• Oversees the development of program/project plans, KPIs and metrics (including status reporting), prioritization calls & project communications
• Ensure the completion of risk assessments and the identification & execution of contingency plans
• Deliver initiatives using appropriate methods, including Agile and Iterative Waterfall
• Satisfy multiple stakeholders in a very complex and demanding business and technology environment; Deliver business results on high-profile and business-critical assignments

Fulcrum Consulting, an LRS company, is an equal opportunity employer. Applicants for employment will receive consideration without unlawful discrimination based on race, color, religion, creed, national origin, sex, age, disability, marital status, gender identity, domestic partner status, sexual orientation, genetic information, citizenship status or protected veteran status.