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The Project Lead is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by applying their expertise. The role involves managing multi-faceted projects, leading teams, and ensuring outcomes align with organizational goals. This includes using best practice project management methodologies, risk assessment, and fostering strong communication and collaboration across stakeholders. The position is part of a global financial services company aiming to integrate wealth management services globally.
Job Responsibility:
Manages a large multi-faceted project/account/campaign or multiple projects at the same time
owns project goals leveraging expertise to inspire a sense of shared purpose within the project team
organizes new challenges and drives business results
uses best practice PMO methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes
drives end results of the project as a representative of the business
works closely with the customer, sales team, engineering and manufacturing to define a project scope and objectives for project members
prepares, maintains, and submits clear and concise activity/progress reports and time recording/management reports
assesses project risk potentials and discovers potential problems before they occur
applies a proactive approach in routinely tracking the project participant progress against project goals
defines, teaches, and enforces the use of good project management practices
identifies and amends the approach to the context and constraints of each project
constantly improves their own and their teams' skills through lessons-learned reviews at project completion
articulates problems, brings the right people together to solve problems and knows when the problem has been properly addressed and closed
promotes partner involvement through effectively communicating project status upward and to the client
applies lessons learned from recent projects to future projects
communicates project milestones, status updates, as well as any existing or potential customer escalation issues
proactively follows escalation and change control processes
owns all management reports on a given engagement
promotes good working relationships across a project, cultivating the people skills needed to develop trust and communication among all of a project's stakeholders
appropriately assesses risk when business decisions are made with consideration for the firm's reputation and compliance with laws and policies
Requirements:
6-10 years of project management experience – preferably from a mortgage or financial services environment
PMP certification strongly preferred, Six Sigma a plus
ability to develop project plans, manage individual deadlines and goals
knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics
ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis
manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk
manage client expectations, anticipates operational and tactical risks and tracks them
clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required
proficient in MS Office applications, MS Project, VISIO, Adobe Acrobat Professional
stays abreast of current industry trends and new technology through professional associations, trade journals, networking, and associated training and seminars
Nice to have:
Six Sigma certification
What we offer:
Programs and services for physical and mental well-being including telehealth options, health advocates, confidential counseling
empowerment to manage financial well-being and plan for the future
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