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Position: Project Manager - Family Office
Job Number: MS04076
Location: NY - New York City
Date Posted: 2017-12-15
Salary Range: Over $150k
Job Summary:

Strategic Adviser seeking a Project Manager to join the Family Office Division!

Company Information:

Name: Financial Services Firm

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

•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

•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

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

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