• Collaborate with stakeholders to define project scope, objectives, and deliverables that support business goals within the investment banking and retirement sectors.
• Analyze and document complex business processes and system requirements, ensuring alignment with technological strategies.
• Serve as a liaison between business units, technology teams, and support teams to effectively deliver tech solutions.
• Lead the planning, execution, and successful completion of technology projects, managing resources, and schedules and Define and manage the work streams & task allocations through JIRA.
• Conduct market analysis to stay informed of industry trends and regulatory changes that impact the retirement and investment banking domains.
• Utilize knowledge of investment banking and retirement products like 401k, IRA, Rollovers, etc to translate business needs into technical specifications.
• Define project success criteria and disseminate them to involved parties throughout the project life cycle.
• Manage and update project plans, including integration, scope, time, quality, communications, and risk assessments.
• Facilitate communication and provide regular updates to senior management and key stakeholders on project status, risks, and issues.
• Oversee testing efforts, including creating test plans, test cases, and managing user acceptance testing (UAT).
• Strong understanding of financial products, markets, and the technology landscape within the investment banking and retirement space.
• Strong leadership abilities with experience managing cross-functional teams.
• Exceptional verbal and written communication skills and the ability to interact professionally with diverse groups.
• Experience with project management software and BA tools.

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