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Asset Wealth Management Opreations - Discretionary Accounts Control - Vice President Project Manager

Join a dynamic team where your organizational skills and problem-solving abilities will make a real difference.

As a key contributor, you'll collaborate with stakeholders across multiple business areas, shaping the future of our products and processes.

This is your opportunity to work in a fast-paced environment, supporting transformation and innovation.

We value your critical thinking and self-motivation, and offer a platform to grow your career.

Be part of a team that thrives on partnership, performance, and continuous improvement.

As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and partner with stakeholders to deliver impactful business initiatives.

Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance.

You are highly organized, self-motivated, and a critical thinker and problem solver.

You help us maintain a proactive risk and control culture while supporting product development and change management.

Together, we create value for our clients and our organization.

Job Responsibilities


* Build and maintain roadmaps that depict feature and functionality timelines


* Track releases and ensure timely delivery of product enhancements


* Participate in daily scrum meetings, planning, reviews, and retrospectives


* Support the development team by answering questions and clarifying requirements


* Assist in prioritizing the product backlog based on business cases


* Partner with product, proposal, trade, technology, risk, legal, compliance, and operations teams to manage prioritization, resourcing, controls, readiness, and change management plans


* Drive solutions across the organization by working with stakeholders in multiple functions and lines of business


* Assist in transformation efforts, such as the OLY NYC to Omni conversion


* Facilitate effective requirements discussions focused on solving business problems


* Write requirements, typically as user stories and epics


* Share upcoming and current system features and functionality through end-user demos

Required Qualifications, Capabilities, and Skills


* 3 years of business banking, controls, risk, or portfolio management experience


* Bachelor's degree or equivalent experience


* Demonstrate effective execution and drive towards product vision


* Maintain a customer-centric focus and strong rapport with end users


* Analyze opportunities and problems, recommend solutions, and communicate effectively and confidently, both verbally and in writing


* Create a proactive risk and control culture using proven evaluation strategies and sound change management protocols


* Provide support for the end-to-end execution of the Risk & Control Self-Assessment, including control breaks and resolutions, to reduce financial loss, regulatory exposure, and reputational risk

Preferred Qualifica...




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