New York, NY

Job Type
Contract Full-Time

Pay Rate

Primary Location: New York-New York-1 New York Plaza - [NY1NY]

Job Level: Consultant


This position is for a Project Manager for the PTI Program team within Firm Wealth Management Field and Client Technology (FACT) at the firms New York offices. The charter of this team is to support overall project management across the Platform Transformation Initiative to help drive the execution of the technical redesign and strategy of the existing Advisor Desktop and meet the goals of the business. The candidate will support a subset of projects with Lead Project Managers over-sight to deliver a strategic solution for the new Advisor Desktop platform. This position will work with other PMs and business/data analysts and work with other platform teams, driving issue analysis & resolution, educating peers, and drive the project throughout the SDLC process until execution.


The Candidate would play a role in the support and execution of the Program with the following responsibilities:

  • Define the scope of the project in collaboration with senior management
  • Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project
  • Determine the resources required to complete the project
  • Execute the schedule for project completion that effectively allocates the resources to the activities
  • Follow up on objectives and measures upon which the project will be evaluated at its completion
  • Execute the project according to the project plan
  • Monitor the progress of the project and make adjustments as necessary to ensure the successful completion of the project
  • Execute the communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project identified by lead PMs
  • Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards
  • Ensure that the project deliverables are on time, within budget and at the required level of quality
  • Evaluate the outcomes of the project as established during the planning phase
  • provide guidance and direction to the program and other teams involved
  • Support issues resolution and delivery across department teams
  • Create and present executive level documentation for use in program status and communications
  • Support program / project management routines
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