Operational Project Manager
On-site · Columbus, Ohio, United States
Job Summary
Operational Project Manager within the Managed Accounts Middle Office leads cross-functional initiatives from planning through delivery, collaborating with Business, Operations, Technology, Client Services, and Senior Management to translate complex needs into actionable roadmaps and measurable outcomes. Responsibilities include coordinating with multiple groups to build business requirements, procedures, and processes; planning projects with detailed requirements and issues; facilitating meetings and producing reporting and metrics; analyzing data to translate findings into evidence-based solutions; and driving end-to-end project management including scoping, business cases, implementation, and change management. Required capabilities include 7+ years of complex program leadership, asset and wealth management product knowledge, strong communication and presentation skills, familiarity with agile practices and tools (JIRA, Confluence), advanced MS Office proficiency, and ability to design or re-engineer processes and applications. Preferred qualifications include IBOR implementation experience and understanding of custodian or sponsor operating models, as well as experience managing outsourced retail asset management providers and vendor relationships.
Required Qualifications
- Proven ability to lead and manage complex programs or projects, delivering results across business units, typically demonstrated through 7+ years of experience
- In-depth knowledge of Asset and Wealth Management products, services, technology, and market conventions
- Strong understanding of the Separately Managed Account Retail business and its end-to-end ecosystem
- Excellent communication and presentation skills across stakeholders and senior leaders
- Familiar with agile delivery practices and tools (e.g., JIRA, Confluence)
- Intermediate-to-advanced Microsoft Office proficiency (Excel, Visio, PowerPoint)
- End-to-end project management expertise (scoping, business case, implementation, change management)
- Proven ability to analyze and resolve project issues, elicit requirements across stakeholder groups, and thrive in a fast-paced, deadline-driven environment
- Strong organizational, prioritization, detail-oriented, and interpersonal capabilities
- Strong collaboration across Business, Operations, Technology, Client Services, and Senior Management
- Ability to build business requirements, procedures, processes, and detailed planning
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