What are the responsibilities and job description for the Retirement Funds Project Specialist position at Yoh, A Day & Zimmermann Company?
Industry: Financial Services
Title: Retirement Funds Project Specialist
Location: NYC
Schedule: 1- 2 days on site
Type: Fulltime
Top skills:
• Strong communication
• Extensive Budgeting expertise
• Managing and developing Retirement Fund programs
Description:
The Project Manager will be a change agent in leading the successful execution of projects throughout the Fund. This role demands a highly organized and results-oriented individual with proven project ownership, accountability, and a strong desire to contribute to the Fund’s mission. The ideal candidate will possess a blend of experience, expertise, and a continuous learning mindset. This role will report to the Director of the Fund’s Project Management Office (PMO).
ESSENTIAL FUNCTIONS:
• Project Planning & Execution: Develop comprehensive project plans, defining scope, goals, timelines, resource allocation, and communication strategies. Manage project execution, ensuring adherence to established methodologies and best practices.
• Define clear deliverables, track progress, manage dependencies, and proactively address roadblocks.
• Leads Scrum ceremonies: Organize sprint planning, run scrums, sprint reviews, and sprint retrospectives, driving the team to deliver high-quality work in each sprint and continuously learn, refine, and improve their processes.
• Project Documentation: Maintain comprehensive, accurate and up-to-date project documentation, including project plans, status reports, risk registers, and meeting minutes. Ensure that technical and non-technical teams continuously build and refine the organizational knowledge base for current and future projects. Foster a culture of continuous improvement by capturing and sharing lessons learned from completed projects.
• Stakeholder Management: Build and maintain strong relationships with key stakeholders, including internal teams (technical and business users), external vendors, and clients.
• Contribute to the development of the PMO: Play a key role in helping the PMO Director to mature the PMO (Project Management Office), including partnering with the Director to develop and implement standardized project management methodologies and tools.
• Continuous Learning: Proactively seek opportunities to expand knowledge of project management methodologies, retirement plan trends, and YMCA Retirement Fund technologies, policies, and procedures.
• Budget Management: In close teamwork with the accounting department, maintain the IT budget, sharing responsibilities, and taking the lead to track IT expenditures, proactively identify trends to mitigate potential overruns, optimize and address invoicing, streamline payment processing and improving overall IT budget tracking and payment efficiency.
REQUIREMENTs:
• Bachelor’s degree required, preferably in related fields which may include Computer Science, Business, or Engineering.
• 3 years of experience in project management, including demonstrated experience within the financial services industry, is required. Experience with retirement plans (defined contribution, defined benefit, 401(k), etc.) is highly valued.
• Demonstrated experience with Agile methodologies is required.
• Proficiency in project management tools like Jira, MS Project, Asana, or similar is required.
• Proficiency with Microsoft Office Suite is required.
• A demonstrated capacity to quickly gain a comprehensive understanding of projects is required.
• PMP and/or comparable project management certifications are highly desirable.
• Excellent verbal and written communication skills.
• A collaborative and solutions-oriented mindset, with the ability to influence and align diverse stakeholders across technical and non-technical functions.
• Excellent organizational skills and attention to detail.
• Strong analytical and critical thinking skills.
Estimated Min Rate: $120,00.00
Estimated Max Rate: $140,000.00
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
Title: Retirement Funds Project Specialist
Location: NYC
Schedule: 1- 2 days on site
Type: Fulltime
Top skills:
• Strong communication
• Extensive Budgeting expertise
• Managing and developing Retirement Fund programs
Description:
The Project Manager will be a change agent in leading the successful execution of projects throughout the Fund. This role demands a highly organized and results-oriented individual with proven project ownership, accountability, and a strong desire to contribute to the Fund’s mission. The ideal candidate will possess a blend of experience, expertise, and a continuous learning mindset. This role will report to the Director of the Fund’s Project Management Office (PMO).
ESSENTIAL FUNCTIONS:
• Project Planning & Execution: Develop comprehensive project plans, defining scope, goals, timelines, resource allocation, and communication strategies. Manage project execution, ensuring adherence to established methodologies and best practices.
• Define clear deliverables, track progress, manage dependencies, and proactively address roadblocks.
• Leads Scrum ceremonies: Organize sprint planning, run scrums, sprint reviews, and sprint retrospectives, driving the team to deliver high-quality work in each sprint and continuously learn, refine, and improve their processes.
• Project Documentation: Maintain comprehensive, accurate and up-to-date project documentation, including project plans, status reports, risk registers, and meeting minutes. Ensure that technical and non-technical teams continuously build and refine the organizational knowledge base for current and future projects. Foster a culture of continuous improvement by capturing and sharing lessons learned from completed projects.
• Stakeholder Management: Build and maintain strong relationships with key stakeholders, including internal teams (technical and business users), external vendors, and clients.
• Contribute to the development of the PMO: Play a key role in helping the PMO Director to mature the PMO (Project Management Office), including partnering with the Director to develop and implement standardized project management methodologies and tools.
• Continuous Learning: Proactively seek opportunities to expand knowledge of project management methodologies, retirement plan trends, and YMCA Retirement Fund technologies, policies, and procedures.
• Budget Management: In close teamwork with the accounting department, maintain the IT budget, sharing responsibilities, and taking the lead to track IT expenditures, proactively identify trends to mitigate potential overruns, optimize and address invoicing, streamline payment processing and improving overall IT budget tracking and payment efficiency.
REQUIREMENTs:
• Bachelor’s degree required, preferably in related fields which may include Computer Science, Business, or Engineering.
• 3 years of experience in project management, including demonstrated experience within the financial services industry, is required. Experience with retirement plans (defined contribution, defined benefit, 401(k), etc.) is highly valued.
• Demonstrated experience with Agile methodologies is required.
• Proficiency in project management tools like Jira, MS Project, Asana, or similar is required.
• Proficiency with Microsoft Office Suite is required.
• A demonstrated capacity to quickly gain a comprehensive understanding of projects is required.
• PMP and/or comparable project management certifications are highly desirable.
• Excellent verbal and written communication skills.
• A collaborative and solutions-oriented mindset, with the ability to influence and align diverse stakeholders across technical and non-technical functions.
• Excellent organizational skills and attention to detail.
• Strong analytical and critical thinking skills.
Estimated Min Rate: $120,00.00
Estimated Max Rate: $140,000.00
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
Salary : $140,000
