Managing Principal - Wealth & Asset Management

Wealth Project Manager / Senior Business Analyst Pipeline

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As a Business Analyst / Project Manager, you will support clients in optimizing investment operations, improving client experiences, and aligning technology with business goals. You’ll gather and analyze requirements, map current and future state processes, and support the implementation of strategic initiatives.

Responsibilities

• Plan, manage and facilitate the successful execution of program timelines and milestones
• Collaborate with internal and external contributors to build a client specific co-delivery plan while adhering to implementation processes
• Actively track all activities and their status; accountable for critical project deadlines and tasks
• Proactively engage with customers to un...