Project Manager

Project Manager Overview

• The Project Manager will oversee strategic initiatives, ensuring efficient execution and alignment with organizational priorities.
• Collaborate with leadership to manage business development and operational support initiatives across the Americas region.
• Coordinate new product approvals, ensuring compliance with policy standards and documentation requirements.
• Support the Country Head and COO in prioritizing initiatives and allocating resources effectively.
• Engage with support teams to address concerns impacting project delivery and execution.
• Present performance updates to local management, highlighting key achievements and areas for improvement.
• Coordinate budget activities with the CFO, ensuring alignment with organizational goals.
• Work closely with international offices to ensure seamless execution of priority projects.

Project Manager Key Responsibilities & Duties

• Manage strategic projects from initiation to completion, including documentation, analysis, and planning.
• Coordinate and draft new product approval requests, ensuring compliance with standards.
• Define and document project responsibilities, ensuring clarity among stakeholders.
• Collaborate with leadership to set priorities and align resources with organizational goals.
• Resolve issues within support teams to ensure timely project delivery.
• Prepare executive-level presentations and reports on regional performance.
• Coordinate budget planning and execution with financial leadership.
• Ensure efficient collaboration with international teams on priority projects.

Project Manager Job Requirements

• Bachelor’s degree in Finance, Accounting, or related disciplines required.
• Minimum of 7 years’ experience in the securities industry preferred.
• Licenses preferred; Series 7 and 24 required within 120 days of hire.
• Proficiency in Excel and PowerPoint for executive-quality presentations.
• Strong analytical, organizational, and problem-solving skills essential.
• Exceptional written and verbal communication skills for executive storytelling.
• Ability to work independently, prioritize tasks, and meet deadlines effectively.
• Knowledge of equities business and project management expertise required.