Project Manager - Client Experience

As the Project Manager for our Digital Client Portal you will help develop the strategy with a primary focus on creating a best-in-class client and prospect experience across both web and mobile devices. Working within an Agile framework, you will partner closely with stakeholders from Marketing, Technology, Wealth Management, Private Client Group, Operations, and other areas to define and document requirements, ensuring the platform aligns with both business objectives and user needs. You will track and review user feedback, create and prioritize business requirements, review product backlogs and user stories, and ensuring smooth communication and documentation between cross-functional teams. Your work will directly impact our client journey, customer satisfaction, brand reputation, and business growth.   What you are good at: Client-focused mindset: Strong passion for creating exceptional customer experiences, with experience designing digital solutions that meet client needs. Technical understanding: Ability to communicate effectively with technical teams, understanding web and mobile technologies to guide product development. Excellent communication: Strong written and verbal communication skills, capable of articulating complex ideas to both technical and non-technical stakeholders. Problem-solving skills: Ability to identify challenges and propose solutions quickly, balancing business goals with user experience.   Key Responsibilities: Support the digital client experience strategy: Assist to create and define the vision, roadmap, and business goals for the financial services client portal, ensuring it delivers value to clients and prospects. Collaborate with stakeholders: Work closely with Technology, UX, Marketing, Wealth Management, Private Client Group, Operations and other key stakeholders to understand their needs and translate them into clear, actionable requirements for the digital portal. Create an exceptional user experience: Focus on delivering a seamless, intuitive, and personalized experience for clients and prospects on both web and mobile platforms. Prioritize enhancements based on user feedback, data analysis, and business goals. Feedback and Escalation: Collect, track, document, and follow-up on feedback ensuring all concerns are addressed promptly, and escalated if needed. Agile delivery: Write and manage detailed user stories, define acceptance criteria, and work in an Agile development environment. Use JIRA or similar tools to track progress and manage the product backlog, ensuring features are delivered on time and within scope. Drive cross-functional collaboration: Facilitate communication between design, development, marketing, and customer service teams to ensure alignment on features and deliverables. Measure success: Define and track key performance indicators (KPIs) for the portal, utilizing data and user feedback to drive improvements. Regularly report on the success of initiatives to senior leadership. Foster innovation: Stay ahead of industry trends and client needs, bringing innovative ideas to enhance the client portal and differentiate the user experience. Train the trainers: Provide training to internal teams and trainers on new portal features, ensuring they have the knowledge and resources to effectively support end-users and communicate updates. Ensure compliance and security: Work closely with legal, compliance, and IT teams to ensure the portal meets industry standards and regulations, particularly in financial services.   Required Skills and Experience: Cross-functional collaboration: Proven ability to work effectively with stakeholders from different departments (Marketing, Wealth Management, Operations, IT, etc.) and understand their business needs. Analytical mindset: Experience using data to measure product success and inform decision-making. Experience: Minimum 5 years in a business owner, product owner, or similar role.  Experience working on digital platforms in financial services, banking, or wealth management preferred. Project Management proficiency: Hands-on experience working in Agile environments, writing requirements using waterfall and/or agile principles, and managing product backlogs in tools such as JIRA, Monday.com or Workfront. Knowledge of financial services: Experience working with wealth management, investment products, or financial planning tools preferred.   Why work for us?  Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture.  People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.