Senior Technical Project Manager – Wealth Management

Senior Technical Project Manager – Wealth Management

Location:

New York, New Jersey, US

Type:
Full-time

Department:
Financial Markets

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 is especially valuable. 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.

• Assist in solution selection and implementation, impacting key bank wealth functions.
• 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, applying established methodologies, change‑control templates and processes, scheduling tools, budgets, resource acquisition and utilization, and stakeholder communication.
• Maintain a close attention to detail, strong organization, sound risk judgment, and commitment to compliance and excellence.
• Independently manage multiple work streams 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, translating complex technical milestones into high‑impact presentations for senior and executive level management.

• 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, Sim Corp Dimension, Eagle PACE).
• Solid understanding of investment lifecycle, portfolio management, risk analytics, and 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.

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.