Project Manager - Wealth Management

Job Title: Business Analyst/Project Manager

Location: Tampa, FL (Hybrid)

Duration: 6 Months (Possibility of Extension/Conversation)

Summary:

• The Business Analyst/Project Manager will be assigned to individual projects and programmers within Client's Wealth.
• This role holder will lead efforts to implement changes to adapt to new local and cross border regulations, along with business change.
• This will require conducting detailed analysis of the Business, Controls, and front to back Operating issues; defining corresponding solutions; and working with Front Office, Products, Control Functions, Technology and Operations teams to implement solutions.

The role holder will carry out the following key activities:

• Drive and lead business case & gap analysis across Business, Control, Technology & Operations and front to back Operating processes
• Understand the implications of regulatory change due to new local and cross-border regulations
• Document and capture the existing operating model and define the future state operating model
• Manage change to the business across multiple cross border jurisdictions
• Manage or support the execution of one or more business work streams
• The role will involve interfacing with key senior stakeholders and internal clients across the organization and working to aggressive timelines in order to ensure overall program success
• Key to success in the role is the ability to blend successful business analysis and project management disciplines with a good understanding of the subject matter in order to help shape the outcome.

Key Responsibilities:

• Undertake impact assessments due to the introduction of changes on Global systems and operational procedures by leading various working group across products, Risk and Controls, Legal, Operations and Technology
• Obtain and document requirements, working with various front office stakeholders, enablers and control function partners, identifying changes to the current operating model in order to develop the end state target operating model
• Develop individual project artefacts as required, including Gap Analysis, Solution Options Analysis, Current and Target State operating models, Business Requirements Documentation (BRD), User Stories and process flows
• Partner with technology to validate test plans and scenarios in the context of any system changes
• Develop process flows and associated procedures with required controls as well as communication plans to support rollout of the change
• Assess any impact on operational procedures and systems to handle transition into BAU
• Identity any remediation activity required to be taken as part of final solution
• Work with the Programmer and Project Mangers to execute transition plans, focusing on operational readiness for product management, contract management, internal communications and training, external client communications and system readiness
• Prepare and present to senior management as required
• Actively identify and manage resolution of key project risks and issues, or escalate accordingly

Knowledge/Experience:

• Experience in Deposits and Lending would be advantageous
• Prior experience in Wealth Management or Private Banking preferred
• Evidence of Business Change Management experience at a global level (note that this role is not suited to candidates with experience limited to technology only projects)
• Experience and comfortable working in large multi-national financial institutions, especially when required to liaise with multiple global stakeholders to obtain a consensus
• Successfully managed business requirements from analysis through to implementation
• Business Analysis skills (collecting & defining requirements) working in delivering mid to large scale implementations working with Front Office, Control Functions and Infrastructure partners
• Experience in large scale multi-year programmers
• Consultancy experience, particularly with a Big Four, firm is desired
• Strong Excel/Data skills would advantageous
• Knowledge of project management methodologies, tools and techniques (e.g. Waterfall, Agile)

Qualifications:

• Bachelor’s/University degree, Master’s degree preferred
• PRINCE2 and/or PMP

EEO

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”