What are the responsibilities and job description for the Project Manager position at MAI Wealth Management, Inc.?

Job Description

GENERAL JOB DESCRIPTION

The Project Manager / Scrum Master will use their strong project management skills, along with Agile principles and methodologies to successfully provide effective solutions across the firm. In this role, the individual will work with cross-functional teams and serve as a liaison to business and technical stakeholders.

MAJOR DUTIES AND RESPONSIBILITIES

Analyze project management and task order management needs and tailor industry best practices to suit the environment; apply a wide range of traditional and agile principles to provide responsive and effective project management solutions
Work with stakeholders to define clear project objectives and requirements, agree on priorities, communicate progress updates and demonstrations, and provide responsive change management in frequent planning / re-planning meetings
Document requirements in business cases, project charters, and project plans; update these documents to record progress and changes
Work with cross-functional teams with diverse technical skillsets to support successful project completion; adjust project plans based on realities of team velocity and dynamic business / user needs
Track progress and report on status and metrics at the task / work package and project level
Support the continued development of a project management dashboard for providing timely progress information to project teams.
Serves as liaison to business and technical stakeholders to ensure success of the project
Prepare system-level communications that maintain high standards for quality, consistency, and suitability for intended audiences.
Champion Agile methodologies throughout the development process. Act as scrum master to 2-3 teams. Ensure appropriate ceremonies occur with valuable outcomes. Drive continuous team improvement.
Proactively remove impediments to ensure successful delivery of team commitments. Drive issue resolution and risk mitigation.
Understand process flows and be able to convert them into formal procedural documents
Work with internal departments to obtain an in-depth understanding of the process workflow and the documentation requirements
Write easy-to-understand user online help and user guides and conceptualizing innovative approaches for documenting
Produce high-quality documentation that meets applicable standards and is appropriate for its intended audience
Explain concepts and processes simply and concisely to help internal and external users understand the technology
Work across various teams to generate effective materials for the required audiences

EXPERIENCE / CREDENTIALS

Bachelor’s Degree

Project Management Professional (PMP) preferred

5 years of experience leading and managing projects and supporting Agile methodologies

Smartsheet experience preferred

COMPETENCIES

Ability to read, analyze, and interpret business requirements, system documentation, and technical procedures

Strong technical and business understanding of workflow

Sense of urgency necessary to meet goals, objectives and deadlines

Excellent written, verbal and presentation skills

Strong organizational and people skills with a demonstrated commitment to teamwork and partnerships; works effectively as part of a team and as an individual contributor

Ability to communicate technical concepts to non-technical individuals

Ability to work with people of varied technical backgrounds and management levels

Proven technical integration skills

Proven analytical skills

Ability to work independently (self-starter) in a fast-paced environment

Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices

Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity

FEATURED BENEFITS :

Discretionary Bonus

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Health Savings Account

Paid Maternity Leave

Paid Parental Leave

Tuition Reimbursement

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