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Position: Family Office Senior Project Manager
Job Number: MS04068
Location: NY - New York City
Date Posted: 2017-12-21
Salary Range: $126-150k
Job Summary:

Prominent Family Office seeking a Senior Project Manager to join their growing team! 

Company Information:

Name: Family Office

Job Description:

· Developing and leading implementation of the standardization of best practices concerning all CFO Services activities (i.e., controls, reporting, systems, operations)

· Providing thought leadership; leading highly visible multidisciplinary project teams, initiatives, processes and managing vendors

· Ensuring that sophisticated business and financial practices, as well as strong and well-maintained management and control systems are in place

· Driving quality control across all activities, ensuring consistent delivery and service level across clients

· Creating and implementing policies of procedures

· Delivering client-focused solutions with end results focused on achieving objectives and operational excellence

· Delivering solutions to drive efficiencies throughout multiple internal groups

· Serving as liaison between the department and IT for all technology needs

· Working with Compliance to create policies and procedures as well as ensure that proper protocols are implemented and followed

· Implementing measures to provide cost savings

· Defining and building project, including timeline, resources, approvals and governance

· Creating effective working relationships with all stakeholders

· Identifying risks on outstanding projects and generating status reports for senior management

· Enhancing management reporting for all entities to include executive summaries supported by detailed analytical reporting; establishing a process of improvement and innovation around reporting, standardizing reports across all entities using Microsoft Dynamics

· Reviewing monthly reporting and break out investments and cash management

· Working with Tax, Treasury and Philanthropy departments to develop forecasts

· Leading processes and flow of information from company through to philanthropy

Requirements / Qualifications:

· 10+ years of related experience working in the financial services industry

· A proven track record with change management efforts

· Recognition as a successful leader/manager, collaborative and team-oriented, who is self-motivated and can  take charge, build consensus and affect change; must impart credibility, trust, enthusiasm, integrity, and ethics; relate well to individuals at all levels in a high energy, dynamic  environment. Ability to build, nurture, and preserve relationships, even under difficult circumstances

· Proven leadership skills and process-orientation in a fast-paced, hands-on, dynamic environment with ultimate accountability for all client service delivery

· Exceptional track record of problem solving, planning and executing client strategies in a dynamic environment

· Cogent communication and interpersonal skills, and extraordinary strategic thinking capabilities

· Critical thinking skills as demonstrated by successful implementation of “out of the box” programs in an environment of constant improvement and automation

· Analytical, strategic, and tactical vision – with an ability to have a comprehensive understanding of the implications of plans and strategies

· Ability to creatively design and implement systems and procedures that fit the client’s needs

· Willingness to roll-up sleeves and do the work, while demonstrating leadership and motivational skills

· Experience with state-of-the-art technology, including financial, accounting and management information systems

· Experience in Accounting, Finance or Treasury or working with those groups to affect change management

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