5 часов назад
Project Manager, Strategy & Operations (Wealth Management)
90 000 - 115 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Project Manager, Strategy & Operations (Wealth Management): Supporting strategic and operational projects for an institutional relationships team with an accent on project execution, business planning, data analysis, and operational efficiency. Focus on coordinating cross-functional workstreams, building reports and visualizations, managing risks and dependencies, and translating leadership priorities into measurable outcomes.
Location: Seattle, Washington, United States; onsite 4 days per week
Salary: $90,000–$115,000 USD per year
Company
is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.
What you will do
- Support end-to-end delivery of strategic and operational projects for the Institutional Relationships team.
- Develop project plans, timelines, milestones, stakeholder communications, and structured workstreams.
- Coordinate cross-functional efforts and proactively manage project risks and dependencies.
- Support business planning, performance tracking, executive presentations, dashboards, and reporting packages.
- Conduct research, benchmarking, and structured analysis to inform strategic recommendations and change-management initiatives.
- Build data models, reports, and visualizations with data, operations, and technology teams.
Requirements
- Experience in wealth management, consulting, or a similar strategy and operations environment.
- Strong analytical and quantitative skills, including comfort working with wealth-management data.
- Ability to manage multiple projects with precision, structure, and follow-through.
- Excellent communication skills and the ability to distill complex information for senior audiences.
- Proactive, resourceful, and execution-focused approach in a fast-moving and sometimes ambiguous environment.
- Unrestricted work authorization in the United States is required; U.S. citizens or permanent residents are generally hired.
Culture & Benefits
- Office-based work with a focus on a safe, healthy, respectful, and collaborative environment.
- 401(k) plan with employer matching.
- Medical, dental, vision, life, disability, flexible spending, health savings, and dependent-care benefits.
- Paid maternity and parental leave.
- Training reimbursement and paid professional designations.
- Commuter benefits, corporate discounts, and volunteer days.
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