Senior AI Project Manager - Broker Dealer & Wealth Management

Overview

Seeking a Senior AI Project Manager to lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment. This role owns delivery end-to-end—from project definition through deployment—while ensuring alignment between business objectives, data teams, and regulatory requirements.

• 7+ years of project or program management experience, including AI/ML or data-driven initiatives
• Direct experience in Broker Dealer & Wealth Management environments (required)
• Proven delivery experience in financial services or highly regulated environments
• Hands‑on experience managing large, complex programs with minimal supervision

• Strong understanding of the AI/ML lifecycle
  : data pipelines, model training/testing, evaluation, deployment, and MLOps
• Working knowledge of data quality, governance, bias, privacy, and ethical AI considerations
• Familiarity with cloud platforms (AWS, Azure, or GCP) and AI/engineering tools (e.g., Jira, Git, Tensor Flow, PyTorch)

• Define and manage scope, schedule, cost, risk, resources, and quality
• Create and maintain detailed project plans
  , milestones, dependencies, and reporting
• Lead cross‑functional teams including data scientists, ML engineers, data engineers, and business stakeholders
• Own project governance:
  status reporting, risk/issue management, change control, and gate approvals
• Ensure consistent use of project management methodologies, tools, and documentation standards

• Translate business goals into technical requirements and technical outcomes into business value
• Act as the primary stakeholder liaison, ensuring alignment and clear communication at all levels
• Drive measurable outcomes, including ROI and value realization

• Strong proficiency in Agile, Scrum, or hybrid delivery models
• Advanced use of Jira, Confluence
  , and project/portfolio management tools
• Experience leveraging automation or AI‑assisted tools for planning, reporting, or risk management

• Strong analytical, problem‑solving, and decision‑making capabilities
• Excellent written and verbal communication skills
• Proven ability to lead teams, manage conflict, and mentor project resources
• High standards of ethics, accountability, and organizational discipline

Interested candidates may submit their resumes online or call at  for further information regarding the position.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.