Project Manager

Project Manager - Job Listing .png

Project Manager

New York , New York

October 1st 2018



Sr Program Manager to lead the Digital Marketing program across wealth management technology. The role requires the ability to manage a number of multi-million dollar initiatives within the Digital Marketing program, that span across different lines of businesses, technology and operations groups.

Responsibilities include:

  • Manage Technology deliverables across the Analytics and Data organization in support of various business groups – Analytics and Reporting, Digital Platforms, Marketing etc

  • Lead the Campaign Management projects by implementing the campaigns across digital products and their integration with various systems – Salesforce MC, FSC, Data lake, 3D, MSO, SPC etc

  • Coordinate all the marketing requirements ( for digital products from inception to production roll out including reviewing BRDs, writing SRS, track development, QA, UAT and prod roll out activities)

  • Marketing Requirements such as Paid Advertising, Adobe Analytics, Targeted Messaging, Content creation and distribution

  • Manage and track roadmap/status for Adobe Analytics standard implementation across different platforms (MSO,PTI, FA websites and Corporate solutions)

  • Manage financials – budgets/resources for the forecasted projects and ensure that projects are within the budget

  • Leading Steering Committee, working group, status meetings to provide updates, RAID items, negotiate trade-offs and resolve priority conflicts

  • Managing change and developing risk mitigation strategies

  • Defining project vision, scope, work breakdown structures, estimates and dependencies

  • Driving requirements gathering, elicitation and prioritization by holding workshops and brainstorming sessions

  • Drive Software specifications documents and ensure that all approvals are received from all stakeholders(Business and Tech) for multiple projects

  • Consolidate, communicate and manage all risks and issues affecting the project under delivery

  • Partnering with multiple departments including Purchasing/Sourcing, UX, QA, Engineering, Support and Training to ensure high quality sustainable solutions.


  • Experience in defining and managing multiple product/project detailed road maps to realize business goals and strategies

  • Ability to analyze impact of BRDs across departments. Key focus areas being Analytics, Reporting, reference data management(inbound/outbound/business logic), marketing


  • Experience with Adobe suite of products is a plus

  • CSM/Agile experience is a plus

  • Wealth Management & Marketing experience is a plus

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Job ID: A2138