Wealth Project Manager - Urbandale, IA

Only for registered members Urbandale, IA , United States

3 days ago

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Job summary

This position will work directly with the Chief Compliance Officer (CCO)/ Chief Operating Officer (COO) and will play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and brands.

Responsibilities

  • Lead and manage the end-to-end project planning and execution of a major digital initiative within our Wealth Management portfolio.
  • Define project objectives, scope, requirements, critical path, and success criteria in alignment with key stakeholders.

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