Project Manager (Wealth Management)

Location: 200 Public Sq, Cleveland, Ohio; office workplace

Company

A national bank providing wealth and investment management services.

What you will do

• Lead small to large, complex initiatives that improve operational efficiency across the wealth business.
• Modernize processes including funds movement, account opening, and directed transactional activity.
• Work with business leaders, risk, compliance, trust operations, technology, legal, and audit teams to develop improvements.
• Organize complex data, guide teams toward timely decisions, and provide regular reporting to management.
• Reduce or eliminate manual processing and support front-office training for private banking businesses.
• Provide problem-solving support for larger-scale business initiatives and train colleagues on team tools and processes.

Requirements

• High school diploma.
• 6+ years of experience in wealth and investment management or similar businesses.
• Experience with banking platforms, trust accounting platforms, digital solutions, and operations or systems integration.
• Ability to manage complex tasks and initiatives independently.
• Strong oral and written communication skills, including the ability to explain data findings and communicate data-driven stories.
• Ability to work in an office workplace in Cleveland, Ohio.

Nice to have

• Bachelor’s degree.
• Expert skills with Microsoft Office products.
• Ability to develop problem-solving skills independently and through collaboration with peers.
• Experience providing leadership, guidance, and skill development support to junior team members.

Culture & Benefits

• Office-based workplace with some positions potentially eligible for flexible work arrangements.
• Opportunities to combine in-office and work-from-home collaboration where approved by the hiring team.
• Exempt position and not eligible for overtime pay.