The Operations Transformation Program team resides in the Operational Services Group at our client’s company and is responsible for leading critical initiatives that support Operations and the firm. Initiatives include providing tailored client servicing based on client segment, reducing the intake of paper across the firm and also reducing the firm's cost associated with not-in-good-order (NIGO) client requests. The team is responsible for partnering with other business organizations to define and implement end to end solutions that deliver the desired client experience while driving scale and efficiency.

We are seeking an experienced Senior Project Manager to lead key initiatives in scaling operations, driving efficiency, and transforming client request processes. This role will play a critical part in enhancing the client experience and reducing the firms' cost of managing NIGO while minimizing the intake of paper-based client requests. The ideal candidate will have a proven track record in delivery high-impact projects, process improvement, and stakeholder management across a matrixed organization.

The position is responsible for:

• Project Management: Lead the end-to-end management of multiple strategic projects.
• Stakeholder Engagement: Develop clear and compelling communication materials, including PowerPoint presentations, tailored to various meeting forums such as executive updates and cross-functional working groups. Effectively convey project objectives, progress, and outcomes to diverse audiences, ensuring alignment and understanding across stakeholders.
• Change Management: Ensure the successful execution of change management plans to support the adoption of new processes across the organization.
• Risk Management: Identify risks and dependencies, develop mitigation plans, and proactively address challenges to keep projects on track.

Qualifications:

• 6+ years of experience managing large-scale projects in a complex, matrixed organization
• Excellent communication and interpersonal skills
• Proven ability to manage multiple projects simultaneously, prioritize competing demands, and deliver results under tight deadlines.
• Project Management: Lead the end-to-end management of multiple strategic projects aimed at reducing NIGO client requests and transitional clients to digital request processing.
• Stakeholder Engagement: Develop clear and compelling communication materials, including PowerPoint presentations, tailored to various meeting forums such as executive updates and cross-functional working groups. Effectively convey project objectives, progress, and outcomes to diverse audiences, ensuring alignment and understanding across stakeholders.
• Change Management: Ensure the successful execution of change management plans to support the adoption of new processes across the organization.
• Risk Management: Identify risks and dependencies, develop mitigation plans, and proactively address challenges to keep projects on track.

The target hiring compensation range for this role is $71 to $79 an hour. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.

About Aquent Talent:

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits! 
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

Are you ready to join a prestigious financial services firm that prioritizes client success and innovation? Our client is a leading provider of investment and wealth management services, known for its commitment to transparency, integrity, and personalized advice. With a focus on empowering clients to achieve their financial goals, our client offers a dynamic and collaborative work environment. Join us in our mission to help individuals and families build a brighter financial future.