PTR Global · 6 hours ago
Technical Project Manager- Trading Platforms
PTR Global is a leading provider of information technology and workforce solutions, and they are seeking a highly organized Technical Project Manager to lead delivery across their digital platforms for financial advisors. The role involves managing complex web platform initiatives, collaborating with various teams, and ensuring project delivery aligns with the company's strategic goals.
Information Technology & Services
Responsibilities
Own end-to-end delivery of complex web platform initiatives across multiple workstreams and teams
Translate product roadmaps into executable project plans, milestones, dependencies, and resourcing forecasts
Meet business objectives by successfully designing, implementing, and guiding programs to completion
Drive quarterly PI Planning by cross-functional collaboration to establish the specific deliverables committed by the team in the upcoming quarter while noting critical risk and dependencies
Documenting all aspects of work and presenting progress to leadership and stakeholders
Proven ability to manage complex technology projects that include dependencies owned by senior leaders across the firm
Build and maintain strong relationships with senior stakeholders and share progress reports
Develop a program plan, including goals, scope, schedule, and resources
Align program objectives with the company's strategic goals and ensure consistency with organizational priorities
Establish project tasks and milestones
Assign responsibilities to team members
Monitor the progress of projects and make updates when necessary
Collaborate with vendors, contractors, and external partners to ensure they meet program objectives and deliverables
Identify and mitigate risks and issues impacting program delivery and ensure projects meet deadlines and budgets
Troubleshoot and resolve issues that arise during projects
Identify areas for improvement in project management practices
Engage with program/process owners, stakeholders and business partners as necessary to communicate project objectives, strategy, tactics, and ongoing progress. Drive alignment and build trust with stakeholders
Facilitate and enhance the communication and process between IT and the business to establish software engineering priorities, work direction, and best practices; includes working with key stakeholders in the business, business analysts, and developers
Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities while maintaining strong business relationships
Effective balance member, business, and technical goals with available resources (this is really about resource allocation)
Qualification
Required
Bachelors degree in related field required, or combination of equivalent work/education experience
A minimum of 10+ years of experience leading complex development and integration projects, strategy, Business Analysis or System analysis, preferably in the finance/asset management industry
Excellent communication - both verbal and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts
Calm under pressure with competing priorities and hard deadlines
Highly proactive problem-solver with strong escalation judgment
Clear, confident communicator with both senior technical and business stakeholders
Advanced experience working with Scaled Agile software development processes
Demonstrated success leading and directing others to achieve measurable results
Ability to empathically understand and articulate user needs
Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
Comfort working with modern web architectures, APIs & microservices, Cloud-based infrastructure such as Azure and AWS, content management systems such as Sitecore and Adobe AEM
Data & reporting platforms
Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Teams, Miro/Lucid, Excel, SQL and Visio
Understanding of analysis and artifact goals throughout the solution lifecycle
Ability to learn quickly and work in a changing environment and under tight deadlines
Ability to independently manage personal timelines and meet tight deadlines
Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams
Preferred
Experience in financial services, asset management, or wealth management platforms for clients, especially for financial advisors. Alternatively, or in addition, any external client-facing B2B digital platform
Direct involvement in any of the following: Digital account opening, trading & transaction platforms, portfolio analysis and/or construction tools, financial performance and reporting systems
Agile certification (CSM, SAFe, PMI-ACP) or equivalent real-world experience
Benefits
Medical
Dental
Vision
401K contributions
PTO
Sick leave
Other benefits mandated by applicable state or localities where you reside or work
Company
PTR Global
Engage with the largest Latina-owned IT & Professional staffing provider in the U.S.
Funding
Current Stage
Growth StageCompany data provided by crunchbase