Financial Advisory IT Project Manager

Genesis10
life insurance, 401(k)
United States, New York, New York
950 3rd Avenue (Show on map)
Mar 29, 2025
Genesis10 is seeking a Financial Advisory IT Project Manager for a direct hire position with a financial services client located in New York, NY. Summary: Financial Advisory Business Technology is responsible for all applications that enable the Financial Advisory Division. This includes support of all aspects of the annual business lifecycle, client lifecycle, and deal management processes including CRM, Knowledge Management, Revenue Reporting, and Resource Planning. The FA PMO organization is looking for an enthusiastic Technical Project Manager (PM) with a track record of delivering results in a fast-paced dynamic environment. Reporting to the PMO lead, this role will enable you to be in the middle of the action delivering projects/ programs within the FA portfolio, partnering with the various teams within FA technology to facilitate internal communication, fostering effective collaboration, and supporting the management team in communicating with stakeholders to manage expectations. The ideal Technical PM is passionate about project management, is highly motivated and has a passion for technology and creative problem solving. If you are self-driven, enjoy working in a team environment, have an entrepreneurial spirit and enjoy creating innovative solutions to complex problems, this is the role for you. Responsibilities: Coordinate with project stakeholders, development staff, and division representatives to enable completion of project requirements. Maintain an integrated project plan of all projects, critical milestones, delivery dates, and project interdependencies. Proactively anticipate risks, opportunities, dependencies and costs, plan resources, milestones, and deliverables to manage and implement projects; Provide recommendations to address challenges, risks, and issues. Guide the team through the successful completion of project tasks and deliverables, while focusing on identifying and managing risk, and analyzing and prioritizing key dependencies. Develop and maintain project status tracking and reporting tools including defining KPIs to measure success of projects/ programs. Actively communicate with stakeholders to ensure alignment, visibility, and transparency. Monitor project progress and provide status reporting regarding project milestones, deliverables, dependencies, risks, and issues to the PMO and senior management. Create accountability among project team members to drive on-time delivery of project deliverables. Participate in establishing practices, templates, policies, tools, and partnerships to expand and mature these capabilities for the PMO. Ensure completion of required project documentation and adherence to policies and guidance. Requirements: BS or BA degree in IT or business-related major. 3+ years of experience in IT project management. Financial Services: Experience within Financial Advisory, Wealth Management, Asset Management or Investment Management would be a plus. Project Management Professional (PMP) or equivalent project management certification preferred. Proficient in MS Projects or other Project Management related tools (JIRA, Confluence, etc.). Experience working with formal project management methodologies (SDLC, Agile and Waterfall, etc.). Able to take initiative, anticipate needs and listen comprehensively. High level of attention to detail and understanding the importance of accuracy in quality of work. Ability to prioritize, working to tight deadlines and flexibility to meet workload requirements. Proactive and self-motivated with an ability to think and work independently and multi-task effectively and be highly detail-oriented. Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. The salary range for this position is $115-$175K. If you have the described qualifications and are interested in this exciting opportunity, please apply! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.