Junior Business Project Manager

in Financial Services
  • New York, New York View on Map
  • Salary: $90,000.00 - $110,000.00
Permanent

Job Detail

  • Experience Level Staff
  • Degree Type Bachelor of Science (BS)
  • Employment Full Time
  • Working Type Hybrid
  • Job Reference 0000013085
  • Salary Type Annually
  • Industry Wealth Management
  • Selling Points

    Drive impactful business initiatives within a leading financial services firm. Collaborate on innovative solutions and operational improvements for scalability. Advance your career in a dynamic, growth-focused environment.

Job Description

Overview

  • Contribute to strategic business initiatives within a dynamic financial services firm, driving operational excellence and innovation.
  • Collaborate across departments to implement efficient workflows and scalable solutions for organizational growth.
  • Support the development and execution of future-state operating models incorporating automation and process optimization.
  • Establish metrics to measure the success of implemented changes and identify further improvement opportunities.
  • Provide training and guidance to ensure successful adoption of new processes and tools.
  • Champion continuous improvement initiatives, fostering a culture of innovation and excellence.
  • Contribute to organizational design and strategic program execution to support business objectives.

Key Responsibilities & Duties

  • Analyze current workflows and processes to identify inefficiencies and areas for improvement.
  • Develop detailed process maps and future-state workflows aligned with strategic goals.
  • Lead the implementation of process enhancements, ensuring seamless transitions and stakeholder alignment.
  • Utilize automation technologies to optimize operational efficiency and reduce manual efforts.
  • Monitor and measure the effectiveness of implemented changes using established metrics.
  • Collaborate with stakeholders to drive adoption of new processes and tools across the organization.
  • Provide training and support to teams to ensure successful integration of process improvements.
  • Advocate for continuous improvement initiatives and contribute to the organization's strategic goals.

Job Requirements

  • Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or related field.
  • Minimum 3 years of experience in process improvement, operational excellence, or related roles.
  • Preferred 5 years of experience within the financial services industry; private wealth management experience is advantageous.
  • Proficiency in process mapping, workflow analysis, and operational efficiency tools.
  • Familiarity with automation technologies and digital transformation initiatives.
  • Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are preferred.
  • Strong analytical skills and strategic thinking capabilities.
  • Excellent communication skills, with the ability to convey complex ideas clearly.
  • Ability to build relationships and collaborate across organizational levels.
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