Technical Project Manager

We are looking for an experienced Technical Project Manager with strong Wealth Management domain knowledge and AI/GenAI project experience to lead complex technology transformation initiatives. The candidate will work closely with business, technology, data, and AI teams to deliver scalable solutions across the wealth management ecosystem.

Lead end-to-end delivery of Wealth Management technology and AI/GenAI projects.

Understand business processes including portfolio management, investment advisory, client onboarding, financial planning, and reporting.

Identify and drive AI/GenAI use cases such as advisor copilots, client-service automation, investment insights, document intelligence, and knowledge assistants.

Translate business requirements into technical project plans, deliverables, and milestones.

Manage project scope, timelines, budgets, resources, dependencies, risks, and issues.

Coordinate with AI/ML, Data, Engineering, Architecture, Cloud, and Product teams.

Drive Agile delivery including sprint planning, backlog management, status reporting, and governance.

Manage integrations involving APIs, data platforms, cloud applications, and third-party systems.

Ensure AI initiatives address data privacy, security, regulatory, compliance, and responsible AI requirements.

Provide regular updates to senior stakeholders and effectively manage expectations across business and technology teams.

8+ years of experience in technical project/program management, preferably within financial services.

Strong experience in Wealth Management / Private Banking / Investment Management.

Good understanding of cloud, APIs, data platforms, application integration, and modern technology architecture.

Strong experience with Agile/Scrum methodologies and tools such as JIRA and Confluence.

Excellent stakeholder management and communication skills.

Experience managing cross-functional and geographically distributed teams.

Strong understanding of AI governance, data security, and financial-services compliance is preferred.

Experience delivering GenAI/LLM-based solutions in financial services.

Experience with AI use-case assessment, POCs, implementation, and production rollout.

PMP, Scrum Master, SAFe, or similar certification is a plus.

Exposure to AWS, Azure, or GCP and modern data/AI platforms is desirable.