Cetera Financial Group
Senior Project Manager
Cetera Financial Group, San Diego, California, United States, 92189
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression.
We are seeking an accomplished, highly competent, and motivated IT project manager with extensive Cloud migration and modernization, FinTech, and fortune 500 company experience. Proficient in program and engagement management, product transformation, and Agile coaching. Knowledgeable with complete Software Development Life Cycle and application development methodologies (Agile and Waterfall), infrastructure and cloud technology, and Site Reliability Engineering (SRE) processes. Proven track record of success and result-driven mentality in leading high-impact initiatives that empower clients to achieve their business objectives. A passionate thought leader with a collaborative leadership style, outstanding customer-facing skills, and detail-oriented demeanor, building effective engagement models to deliver results that exceed clients' expectations.
What you will do:
Coordinates the completion of all business activities/deliverables for all phases of a project.
Manages the project stringently to the six constraints of scope, schedule, cost, risk, resource, and quality.
Ensures consistent and diligent use of project methodology, tools, templates, repositories (SharePoint), and portfolio/project management tools (PPM) by all project team members.
Ensures the timely and accurate completion of project deliverables including project charters, project schedules, communication plans, risks/issue logs, weekly status reports, BA deliverables, etc.
Assesses project team resource knowledge & skills and facilitates necessary training to bridge any gaps.
Creates and maintains a detailed project schedule to include tasks, durations, resource assignments, percentage complete, and start/end dates, etc.
Conducts project meetings; documents and distributes meeting agendas and meeting minutes, tracks task status, tracks risk mitigation/issue resolution, etc.
Mitigates risk and resolves issues; escalates any critical risks/issues to the Project Sponsor or Steering Committee.
Documents and distributes weekly project status reports to key stakeholders, project sponsors, and project team members.
Responsible for coordinating the completion of all technical activities/deliverables for all phases of a project.
Communicates the program strategy and objectives to key stakeholders, project team resources, ensuring that individual workstreams continually align with the overall business goals and objectives.
Collects content from disparate sources, cleanses and consolidates content, migrates content to Cetera's content management system, and defines ongoing sustenance and governance of content with clearly identified roles & responsibilities.
Works with Cetera's content team to identify stories needing updates and revisions, as well as formulating a workable content roadmap.
Coordinates multiple workstreams and identifies activities common to the workstreams to ensure that workstream leads do not duplicate work efforts across workstreams within the overall program.
Consolidates and reports accomplishments, milestones, risks, issues, decisions from individual workstreams at the program level to project sponsors/executive sponsors, steering committee, etc.
Establishes an appropriate mechanism and tools for measuring the benefits of the program through well-documented KPIs.
Analyzes, plans, and develops requirements and standards in reference to scheduled projects.
Assigns and oversees the daily tasks of technical personnel while ensuring team members are actively working toward established milestones.
Holds regular technical team meetings to determine progress and address any questions or challenges regarding projects.
Determines and defines clear deliverables, roles, and responsibilities for staff members required for specific projects or initiatives.
Facilitates research to evaluate hardware and software technology options and weighs the cost/benefit analysis when making large purchases on behalf of the company.
Factors project operational considerations to update and maintain all production technologies ensuring proper maintenance and installation.
What you need to have:
You must possess a thorough understanding of digital development (design, engineering, and QA) and the ability to facilitate dialog that represents Cetera's development efforts and methodologies.
Strong understanding of interactive strategy, design, production, and project management as well as digital marketing and accessibility. Strong verbal and written presentation skills.
Strategic mindset with outstanding program management and the ability to track multiple project deliverables and thrive in a complex, dynamic environment.
Ability to translate complex and varied inputs including data, user research, strategic direction, and broad industry research into compelling stories and actionable programs in order to identify feasible options and evaluate strategic trade-offs.
Experience developing credibility and rapport with key business partners, leading people and projects through influence, and a transparent, agile, and data-driven approach to decision-making. A passion for digital innovation and commitment to superb client experience.
Self-sufficiency in web analytics and enterprise-level web analytics technologies, such as Adobe Analytics, to create analysis, reporting, and insights.
Strong knowledge base and experience developing or managing enterprise-level content strategy, channel standards, and/or content management systems is essential.
Knowledge of underlying technologies, industry standards and trends, and processes is highly desired. Specific experience with Drupal is a plus.
Experience with content distribution strategies and related technologies, including mobile apps, content APIs, etc., is highly desired.
Familiarity with Agile development methodologies, project management software, etc., is highly desired.
Experience in a financial services/wealth management space and highly regulated environment is a plus.
AWS Cloud Engagement Management, Agile Product Management, Program & Project Management, AWS Technology Modernization, Full SDLC Management, Site Reliability Engineering (SRE), Change Management, Client Relationship Management.
We are looking for a passionate thought leader with a collaborative leadership style, outstanding customer-facing skills, and a detail-oriented demeanor.
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.
About Cetera Financial Group:
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note:
this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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We are seeking an accomplished, highly competent, and motivated IT project manager with extensive Cloud migration and modernization, FinTech, and fortune 500 company experience. Proficient in program and engagement management, product transformation, and Agile coaching. Knowledgeable with complete Software Development Life Cycle and application development methodologies (Agile and Waterfall), infrastructure and cloud technology, and Site Reliability Engineering (SRE) processes. Proven track record of success and result-driven mentality in leading high-impact initiatives that empower clients to achieve their business objectives. A passionate thought leader with a collaborative leadership style, outstanding customer-facing skills, and detail-oriented demeanor, building effective engagement models to deliver results that exceed clients' expectations.
What you will do:
Coordinates the completion of all business activities/deliverables for all phases of a project.
Manages the project stringently to the six constraints of scope, schedule, cost, risk, resource, and quality.
Ensures consistent and diligent use of project methodology, tools, templates, repositories (SharePoint), and portfolio/project management tools (PPM) by all project team members.
Ensures the timely and accurate completion of project deliverables including project charters, project schedules, communication plans, risks/issue logs, weekly status reports, BA deliverables, etc.
Assesses project team resource knowledge & skills and facilitates necessary training to bridge any gaps.
Creates and maintains a detailed project schedule to include tasks, durations, resource assignments, percentage complete, and start/end dates, etc.
Conducts project meetings; documents and distributes meeting agendas and meeting minutes, tracks task status, tracks risk mitigation/issue resolution, etc.
Mitigates risk and resolves issues; escalates any critical risks/issues to the Project Sponsor or Steering Committee.
Documents and distributes weekly project status reports to key stakeholders, project sponsors, and project team members.
Responsible for coordinating the completion of all technical activities/deliverables for all phases of a project.
Communicates the program strategy and objectives to key stakeholders, project team resources, ensuring that individual workstreams continually align with the overall business goals and objectives.
Collects content from disparate sources, cleanses and consolidates content, migrates content to Cetera's content management system, and defines ongoing sustenance and governance of content with clearly identified roles & responsibilities.
Works with Cetera's content team to identify stories needing updates and revisions, as well as formulating a workable content roadmap.
Coordinates multiple workstreams and identifies activities common to the workstreams to ensure that workstream leads do not duplicate work efforts across workstreams within the overall program.
Consolidates and reports accomplishments, milestones, risks, issues, decisions from individual workstreams at the program level to project sponsors/executive sponsors, steering committee, etc.
Establishes an appropriate mechanism and tools for measuring the benefits of the program through well-documented KPIs.
Analyzes, plans, and develops requirements and standards in reference to scheduled projects.
Assigns and oversees the daily tasks of technical personnel while ensuring team members are actively working toward established milestones.
Holds regular technical team meetings to determine progress and address any questions or challenges regarding projects.
Determines and defines clear deliverables, roles, and responsibilities for staff members required for specific projects or initiatives.
Facilitates research to evaluate hardware and software technology options and weighs the cost/benefit analysis when making large purchases on behalf of the company.
Factors project operational considerations to update and maintain all production technologies ensuring proper maintenance and installation.
What you need to have:
You must possess a thorough understanding of digital development (design, engineering, and QA) and the ability to facilitate dialog that represents Cetera's development efforts and methodologies.
Strong understanding of interactive strategy, design, production, and project management as well as digital marketing and accessibility. Strong verbal and written presentation skills.
Strategic mindset with outstanding program management and the ability to track multiple project deliverables and thrive in a complex, dynamic environment.
Ability to translate complex and varied inputs including data, user research, strategic direction, and broad industry research into compelling stories and actionable programs in order to identify feasible options and evaluate strategic trade-offs.
Experience developing credibility and rapport with key business partners, leading people and projects through influence, and a transparent, agile, and data-driven approach to decision-making. A passion for digital innovation and commitment to superb client experience.
Self-sufficiency in web analytics and enterprise-level web analytics technologies, such as Adobe Analytics, to create analysis, reporting, and insights.
Strong knowledge base and experience developing or managing enterprise-level content strategy, channel standards, and/or content management systems is essential.
Knowledge of underlying technologies, industry standards and trends, and processes is highly desired. Specific experience with Drupal is a plus.
Experience with content distribution strategies and related technologies, including mobile apps, content APIs, etc., is highly desired.
Familiarity with Agile development methodologies, project management software, etc., is highly desired.
Experience in a financial services/wealth management space and highly regulated environment is a plus.
AWS Cloud Engagement Management, Agile Product Management, Program & Project Management, AWS Technology Modernization, Full SDLC Management, Site Reliability Engineering (SRE), Change Management, Client Relationship Management.
We are looking for a passionate thought leader with a collaborative leadership style, outstanding customer-facing skills, and a detail-oriented demeanor.
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.
About Cetera Financial Group:
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note:
this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
#J-18808-Ljbffr