Project Manager II

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW

The Project Manager II manages multiple approved projects concurrently as assigned, taking them through the full project lifecycle including scope, estimation, execution, implementation, and support. Provides project management and systems development processes across the Company. The ideal candidate will be flexible with applicable methodologies to best guide projects to completion in alignment with our strategic goals. Maintains the project plan and reports consolidated Risks, Actions, Issues and Decision (RAID) and weekly status reporting. Will manage multiple projects concurrently as assigned.

RESPONSIBILITIES & DUTIES

• Acts as primary Project Manager for assigned projects and coordinates involvement across the firm for all project team members; utilizes the Equity Trust Company (ETC) project management methodology for all projects.
• Creates project charters, detailed project plans, and schedules with estimated delivery date milestones using intuitive and flexible methodologies by working with project stakeholders to facilitate project success -or- drive business outcomes.
• Partners with technical staff to create estimates for project completion, determines scheduling needs based upon current project workload, and documents resources required for completion of objectives Provides weekly status reporting on project progress and designs mitigation strategies for any potential project risks, to keep management informed of ongoing activity and critical matters affecting project progress.
• Works with outside vendors when appropriate to coordinate involvement, while monitoring and evaluating performance against acceptable business criteria.
• Facilitates design meetings with user groups and technical staff to understand and document business needs, estimation of resource requirements, and development milestones.
• Assists to identify appropriate business units that will need to be involved in various aspects of the project plan.
• Creates post-mortems or project closure memos upon project completion and presents to stakeholders for review and assessment of the quality of solution.
• Manages change control policy that ensures all system changes are well documented and approved after requirements have been approved.
• Assists in oversight of project proposals by vetting idea submissions, obtaining authorization and executive sponsorship, and assists in demonstrating both business need and project feasibility.
• Demonstrates a spirit of teamwork, offering positive and constructive ideas, encouragement and support to other members of staff, while upholding ETC’s core values.
• Adheres to all Equity Trust Company (ETC) personnel policies and performs other duties as assigned.
• Responsible for reviewing and vetting idea submissions for desirability, viability, and feasibility.
• Assists in the buildout of Project Charters and Cards for Definition proposals.
• Evaluates effectiveness of project lifecycle, analyzing results achieved vs results expected
• Evaluates emerging processes and technologies in Project Management for use at ETC
• Perform other duties as assigned.

QUALIFICATIONS

• Bachelor’s Degree in Computer Systems, MIS, Business, or related field preferred
• Minimum 3-5 years of IT Project Management experience; financial services industry preferred
• Software development methodologies and Change management procedures preferred

PROFESSIONAL CERTIFICATIONS

• Project Management Professional (PMP) or similar preferred

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office
• Proficient with Microsoft Power Point and Excel
• Experience with Microsoft Project or other project planning tools

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Decision Quality
• Collaborates
• Plans & Aligns
• Instills Trust

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.