4 часа назад
Project Manager, Family Office
160 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Project Manager, Family Office (Finance/PMO): Managing leadership operating cadences and multiple cross-functional workstreams across Human Capital, Real Estate, and Client Operations/Concierge Services with an accent on executive deliverables, process design, and strategic planning. Focus on structuring project scopes, implementing scalable standard operating procedures, and coordinating complex initiatives across stakeholders.
Location: New York, United States; onsite 4 days per week. Unrestricted U.S. work authorization is required; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents, subject to stated exceptions.
Salary: $160,000–$200,000 per year.
Company
is a U.S. wealth management platform serving high- and ultra-high-net-worth individuals and families through more than 40 offices.
What you will do
- Manage leadership operating cadences, agendas, deliverables, and cross-functional accountability.
- Lead project management across Human Capital, Real Estate, and Client Operations/Concierge Services workstreams.
- Create executive-level presentations, communications, reports, proposals, status updates, templates, checklists, and protocols.
- Translate stakeholder needs into structured project scopes, timelines, and deliverable frameworks.
- Maintain a repository of client deliverables, templates, reference materials, and documentation.
- Design scalable processes and standard operating procedures, and support strategic priorities, business cases, resource planning, and long-term roadmaps.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field.
- 5–7+ years of experience in strategy, consulting, PMO, or business operations; financial services experience is preferred.
- Advanced proficiency in Microsoft Excel and Microsoft PowerPoint.
- Exceptional organizational, communication, presentation, problem-solving, and follow-through skills.
- Ability to manage multiple priorities under tight deadlines and lead with influence and high emotional intelligence.
- Ability to work onsite in the New York office 4 days per week and maintain unrestricted U.S. work authorization.
Nice to have
- MBA.
- Experience with professional service business models and financial modeling.
Culture & Benefits
- 401(k) plan with employer matching.
- Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
- Paid maternity and parental leave.
- Flexible Spending Accounts, Health Savings Accounts, dependent care, commuter, and transit benefits.
- Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
- Commitment to a safe, healthy, respectful, and inclusive workplace.
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