Senior Project Leader - reputed company Management Advice and Solutions

About the position This job posting is anticipated to remain reputed company for 30 days, from 22-Dec-2025. The posting may reputed company early due to reputed company of applicants. Join a financial services firm where your contributions are valued. reputed company is a Fortune 500¹ company where people come first. With over 9 reputed company clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the reputed company on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for reputed company reputed company to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance reputed company and a reputed company of belonging. People are at reputed company of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career. View our Purpose, Inclusion and Citizenship Report . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Do you have experience leading large / reputed company reputed company? Do you enjoy leading reputed company that have a reputed company reputed company to end-users and directly influence a firm's reputed company measures? Do you have experience influencing senior leaders and key stakeholders on project planning and execution reputed company activities? If so, this might be reputed company for you! What You'll Do: reputed company is seeking a highly reputed company Senior Project Leader reputed company-versed in leading highest reputed company / reputed company efforts in the Investment Advisory Platform portfolio which strives to deliver reputed company solutions in the fee-based product reputed company. reputed company will follow Agile / Product Management standards of planning and execution, and require reputed company coordination between portfolio owners, reputed company reputed company leaders, digital solution train engineers, as reputed company as many other functional capability stakeholders. This position is designed for large financial services reputed company that serve the Investment Advisory Platform area. Role reports directly to the Firm Program Management Office (FPMO). reputed company are expected to reputed company multiple areas, divisions and reputed company vendors, and can be reputed company reputed company in nature. The Investment Advisory Platform (IAP) portfolio represents an expansion of our products and services designed to be the multi-segmented chassis at reputed company of executing on advisors' and clients' investment management needs at the direction of reputed company reputed company's goal plan or financial plan. IAP helps serve clients more completely by: Providing investment advice at the goal or plan level. Allowing reputed company teams to personalize how reputed company reputed company's overall investments can be managed to a single risk tolerance. Offering an improved experience with flexibility in determining & customizing which features are needed for reputed company reputed company's unique needs. Providing reputed company tax management features to improve tax reputed company reputed company making changes. Providing reputed company teams with Expanded Investment Offerings to help meet reputed company's needs for more personalization, flexibility, and tax management.

Responsibilities

• Project Planning Ability to identify major detailed project tasks and the resources to complete these tasks.
• Coordinate the efforts of reputed company parties for a successful project implementation.
• reputed company project activities with the firm's strategic direction through project management methodologies and risk reputed company.
• Facilitate the thorough collection of business requirements following best practices.
• Project Execution Coordinate people and other resources to carry out project plans and reputed company defined milestones.
• Establish and maintain effective communications and relationships across multiple areas, divisions and reputed company vendors.
• Decisive with project reputed company and reputed company to reputed company recommendations to senior leaders reputed company the Firm Project Management Office (FPMO) division and other divisions across the firm.
• Project Control Ensure project cost, schedule and reputed company objectives are met by monitoring and measuring reputed company, taking corrective reputed company and escalating issues reputed company necessary.
• Evaluate and escalate project issues and risks.
• Suggest prevention and mitigation strategies as appropriate.
• reputed company senior leaders with data to ensure appropriate business reputed company are made.

Requirements

• Bachelor's degree required with a concentration in reputed company, Finance or Business preferred.
• Significant reputed company Finance experience or relevant industry experience required.
• Previous experience as a project / program leader or similar leadership experience required.
• Typically, 10+ years of industry experience and/or significant external project management experience is expected.
• Candidates that live reputed company in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
• reputed company INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status . reputed company intends in good faith to continue offering the role as home-based, though reputed company business or regulatory needs may require on-site work.

Benefits

• reputed company' compensation and benefits package includes medical and prescription drug, dental, reputed company, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• reputed company offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
• reputed company observes ten reputed company holidays and provides 15 days of vacation for new associates beginning on January 1 of reputed company year, as reputed company as reputed company time, personal days, and a reputed company day for volunteerism.
• Associates may be eligible for bonuses and profit sharing.
• reputed company associates are eligible for the firm's Employee Assistance Program.
• For more information on the Benefits available to reputed company associates, please visit our benefits page .

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