Project Manager

Job SummaryThe Project Manager will support the Investment Advisory Programs team in delivering initiatives that are core to the strategic vision of Consulting Group. The project manager will facilitate effective coordination between cross-functional teams. This role requires a proactive individual who can streamline communication, manage project timelines and ensure that project deliverables are completed on time and within scope. Job Responsibilities Facilitate communication and collaboration between various stakeholders in the Wealth Management organization (e.g., Investment Solutions, Legal, Risk, Compliance, Technology, etc.) Ensure the development and tracking of the project across different stakeholders Actively engage with stakeholders to ensure thorough and timely completion of deliverables Monitor and track project progress, identifying potential risks and issues, and escalate them to the stakeholders Create and maintain detailed project plans, including timelines, milestones, and resource allocation Prepare regular updates and presentations for senior management and other key stakeholders Other Requirements Prior project management experience in Financial Services, Wealth Management preferred Strong organization skills and ability to manage multiple tasks simultaneously Ability to navigate a complex organization Ability to interact effectively with all levels of the organization Excellent communication skills both written and verbal, including ability to create effective PowerPoint presentations Excellent soft skills with experience working across groups

Created: 2025-03-01