D.A. Davidson Companies · 1 day ago

Wealth Management Solutions - Project Specialist

United States

Full-time

Remote

Entry, Mid Level

$70K/yr - $105K/yr

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Responsibilities

Coordinate and assist with the management and prioritization of multiple project plans in support of varied Wealth Management initiatives.

Complete project initiation process, including completing detailed project scoping exercises for the Project Definition Statement.

Track project status and timelines and provide regular project updates to stakeholders.

Provide dedicated support to Project Manager, including scheduling and leading meetings, tracking project status in firm software, documenting meeting notes, delegating tasks to project stakeholders, and completing misc. project work to keep projects on track.

Gather end-user feedback from Advisors, Client Associates, and other identified project stakeholders; incorporate feedback into project plans.

Draft project-related communications, presentations, and training to inform broad audiences of project goals, status, and impacts.

Identify project-related impacts to policy, procedure, and branch resources (i.e. Branch Guide to Operations); coordinate updates as appropriate.

Complete small-scale projects independently as assigned.

Perform other duties as assigned.

Qualification

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Wealth management industry knowledgeProject managementAgile/scrum methodologyInternal partners collaborationExternal business providers collaborationTechnology literacyMicrosoft OutlookExcelPowerPointAtlassian toolsJiraConfluenceProblem-solvingHard-workingProactivePositiveOrganizationalAttention-to-detailVerbal communicationWritten communicationPrioritizationSelf-starterTeamwork

Required

Bachelor’s degree, preferably in business, communication, or a related field

Demonstrated understanding of the wealth management industry, including the regulatory landscape, operations, technology, and front office perspectives

Previous experience in Project Management and a basic understanding of Agile/Scrum methodology preferred

Demonstrated ability to work with a wide range of internal partners and external business providers in a proactive and positive way

Exceptional organizational skills and attention-to-detail

Strong verbal and written communication skills

Ability to prioritize multiple demands and competing priorities

Ability to quickly become a subject matter expert in assigned project areas

Self-starter who is able to work independently and in a team

Strong technology and computer literacy skills, including Microsoft Outlook, Excel & PowerPoint, Atlassian tools (Jira, Confluence) preferred