Technical Project Manager - Morgan Stanley

Tech Project Manager (Finance)

Brokerage Location: Alpharetta, GA (No relo) Duration: 6-18mth + (3 days/wk onsite) Citizen/Green Card Onsite Interview

Must have:

• 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

About the Role:

We are seeking a highly organized, technically fluent Technical Project Manager (TPM) to lead delivery across our digital platforms for financial advisors to evaluate, implement, and manage our bespoke investment solutions. This platform supports the full lifecyclefrom solution discovery and portfolio transition analysis to account opening, transactions, and performance reportingand integrates with multiple internal systems and databases. Internal personas are also users of this digital platform in helping to enhance and execute against the needs of clients throughout their journey with Parametric. This role has overall accountability for the technical project delivery roadmap across all dependencies. The individual in this role will closely collaborate with engineering teams, product managers, UX Designers, business analysts, business leaders, and other key stakeholders to facilitate alignment, identify and track dependencies, establish and lead critical cross-functional team meetings, manage action items and owners, and establish a culture of accountability. Through their leadership in this project management role, they will help the team successfully execute its ambitious roadmap, and be accountable for accurately tracking delivery dates, escalating blockers promptly as needed to address risks as they arise, and assist in communicating roadmap status to senior stakeholders across the firm.

Primary 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)

Job Requirements:

Bachelor's 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

Highly Desired:

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