Project Manager – Wealth Management & AI

About

We are seeking an experienced Project Manager with a strong background in Wealth Management to lead strategic initiatives across business and technology teams.

This role focuses on delivering AI/ML-driven and data transformation programs, ensuring alignment across stakeholders and driving successful execution in a fast-paced environment.

Key Responsibilities

• Lead end-to-end delivery of wealth management initiatives (scope, timeline, quality)
• Partner with business stakeholders and technology teams to drive execution
• Manage AI/ML-driven programs, including automation and data-driven initiatives
• Define project plans, milestones, dependencies, and resource allocation
• Identify and mitigate risks, issues, and bottlenecks
• Provide regular updates to stakeholders and senior leadership

Required Qualifications

• 8+ years of Project Management experience
• Strong experience in Wealth Management / Private Banking / Asset Management
• Proven experience managing cross-functional teams (Business + Technology)
• Hands-on or recent experience with AI / Machine Learning initiatives, such as:
  • Predictive analytics
  • Natural Language Processing (NLP)
  • Generative AI applications
• Experience delivering projects in Agile, Waterfall, or hybrid environments
• Strong communication, presentation, and stakeholder management skills

Nice to Have

• Experience with client onboarding, portfolio platforms, or CRM systems
• Experience working with HNW / UHNW client environments

Work Authorization

Open to candidates authorized to work in the US (H1B considered)