Project Manager​/Scrum Master - Ai & Data Transformation

Overview

We are seeking a Senior Project Manager / Scrum Master to lead strategic AI, Data, and Transformation initiatives within a Wealth Management Technology organization. This role combines hands-on Project Management and Scrum Master responsibilities, requiring strong experience delivering complex data programs, managing project financials, facilitating Agile ceremonies, and engaging with senior stakeholders.

• Lead end-to-end delivery of AI, Data, and Transformation initiatives.
• Manage project scope, schedules, budgets, forecasts, risks, issues, and dependencies.
• Facilitate Agile ceremonies including standups, sprint planning, retrospectives, and demos.
• Drive Data Ingestion, Data Integration, Data Migration, and Data Consumption work streams.
• Prepare executive-level presentations and status reporting for senior leadership.
• Collaborate with technology teams, business stakeholders, product teams, and vendors.
• Ensure successful delivery through Agile and hybrid project methodologies.

• 5+ years of Project or Program Management experience.
• 3+ years leading Data Ingestion, Data Integration, Data Migration, Data Platform, Data Warehouse, or Data Consumption initiatives.
• Experience delivering AI, Generative AI, Machine Learning, Data Transformation, or Analytics programs.
• Strong Scrum Master and Agile delivery experience.
• Experience managing project budgets and financials.
• Wealth Management, Brokerage, Capital Markets, Banking, or Financial Services experience.
• Strong stakeholder management and executive communication skills.
• Experience with Jira, Confluence, Microsoft Project, and PowerPoint.
• PMP or equivalent Project Management certification preferred.