Project Manager - Wealth Management in San Francisco, CA at Signature Consultants

Date Posted: 5/7/2020

Job Snapshot

Job Description

Project Manager - Wealth Management Summary:

Signature Consultants has an opportunity for a Project Manager in Wealth Management. Our client cares about their people. Founded in 1985, they offer extraordinary client service in private banking, private business banking and private wealth management. They believe that personal connections are everything and their success is driven by the relationships they form with their colleagues and clients. You will always feel empowered and valued here.

Under the general direction of the PWM Program Director, the Senior Project Manager role manages Corporate Projects realm of Private Wealth Management. The individual is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.

Line of Business-Specific Requirements: Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein. Background supporting data-centric programs, digital platform and/or Salesforce is desired. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered.

Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.


  • Will be required to drive developing business requirements, process flows, use cases, test plans and other workstream related activities and artifacts.
  • Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling.
  • Facilitates impact analyses of current/existing technologies.
  • May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
  • Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement.
  • Monitors project and/or program execution and escalates project risks and issues early.
  • Facilitates adoption of business process changes and leads project team and stakeholders through effective change management.
  • Develops detailed training, communication and rollout plans and manages business process changes.
  • Leads integration of multiple upstream and downstream data interfaces.
  • Manages time bound regulatory compliance projects impacting critical business functions.
  • Supports management in data gathering for regulatory and third party reviews.
  • Maintains a flexible work schedule.


  • Candidates without requisite 6+ years of proven success in financial services will not be accepted.
  • Four year degree or equivalent professional experience and/or qualifications.
  • MBA or relevant graduate degree preferred.
  • Must possess strong interpersonal and organizational skills.
  • Six or more years of project/program management experience and demonstrated success.
  • 6+ years of experience that demonstrates an in depth understanding of IT and Private Wealth Management or Financial Services systems and operations.
  • Requires advanced knowledge of project and program management principles along with formal certification.
  • Optimal candidates will have a proven track record for delivering on complex change initiatives within a challenging environment.
  • Middle/Back office experience covering trade processing, collateral, confirmations, settlements, cash, position and trade reconciliations.
  • Requires expertise in MS Office, MS Visio, and MS Project.
  • Must possess excellent verbal and written communication skills and an ability to build relationships at all levels of the enterprise including external vendors.
  • Demonstrated ability to exercise independent judgment and strategic thinking under a minimum of supervision

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

About Signature Consultants, LLC

Headquartered in Fort Lauderdale, Florida, Signature Consultants was established in 1997 with a singular focus: to provide clients and consultants with superior staffing solutions. For the ninth consecutive year, Signature was voted as one of the "Best Staffing Firms to Work For" and is now the 14th largest IT staffing firm in the United States (source: Staffing Industry Analysts). With 28 locations throughout North America, Signature annually deploys thousands of consultants to support, run, and manage their clients' technology needs. Signature offers IT staffing, consulting, managed solutions, and direct placement services. For more information on the company, please visit Signature Consultants is the parent company to Hunter Hollis and Madison Gunn.