Wellby Financial ยท 1 week ago
Project Manager
Webster, TX
Full-time
Onsite
Mid, Senior Level
3+ years expWellby Financial is a company committed to passion and customer focus, seeking a Project Manager to enhance team member and member experiences. The role involves delivering strategic projects, overseeing project plans, collaborating with internal teams, and ensuring client goals are met.
Credit CardsFinanceFinancial ServicesLending
Responsibilities
Works with purpose and is driven to provide the best team member experience
Willingness and ability to exhibit Wellby Core Values every day
Initiating, planning, and overseeing moderately complex projects through the development of project plans, schedules, and resource assignments
Working with multiple internal teams, vendors, and clients
Actively participating in early discussions with clients and senior leadership to ensure a clear understanding of the client's desired goals and outcomes
Reviewing and understanding contracts and vendor obligations to limit liabilities and risks
Working with subject matter experts, project coordinators, and members of the project team to ensure project requirements are documented and understood
Determining what resources, processes, and other materials will be necessary to complete projects in the desired timelines
Developing plans for each phase of execution. This may involve delegating tasks or significant portions of the project to coordinators or other team members to help maintain a broad overall view of the entire project throughout
Ensuring projects adhere to established guardrails
Working closely with cross-functional teams to achieve project deliverables, milestones, and goals within established timeframes and budgets
Scheduling and facilitating project meetings to ensure collaboration across cross-functional teams
Ensuring consistent visibility for project teams by monitoring and reporting on business objectives, project achievements, and key performance indicators
Proactively identifying and removing obstacles and impediments
Creating strategies for risk mitigation and contingency planning
Ensuring stakeholder needs and expectations are managed towards the best solution
Briefing key stakeholders on progress, including preparing communications suitable for executive audiences
Communicating with and managing relationships with vendors and other partners
Ensuring appropriate project documentation is maintained
Participating in change management activities to improve the implementation experience and sustain changes
Fostering a positive and engaging work environment for team members and partners
Fostering a culture of continuous learning
Performs other duties as assigned
Qualification
Required
Bachelor's degree in Project Management, Risk Management, Business Management, Compliance, or related field required
Minimum three (3) to five (5) years of project management experience with strategic, complex projects
Experience with project management tools and methodologies including scope, schedule, cost, quality, and risk management
Preferred
Preferred experience with project management at a financial institution
Company
Wellby Financial
We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
M
Marty Pell
Chief Executive Officer
W
Wes Turner
Chief Technology Officer
Recent News
2023-06-09
Company data provided by crunchbase