Sr. Project Manager

Envestnet Raleigh, NC
We are looking for a client-focused Senior Project Manager to successfully partner with our clients through onboarding and other project work. You enjoy the challenge of working in a fast paced environment where you are empowered to make decisions that directly impact the success of our business and our clients.

You will be responsible for the planning and execution of complex projects, collaborating with internal partners, and our clients. As the owner of the client relationship post signing through project completion, your success is directly linked to our clients. You have the ability to listen, synthesize information quickly, and articulate solutions to ensure our clients receive the best possible experience.

General Profile and Deliverables:

* Assigned projects that require assessment and management of complex deliverables.

* Create customized project plans as identified per project; including but not limited to; risk management, cross department deliverables, and other contractual commitments.

* Owns multifaceted ongoing internal and external stakeholder communications, gains agreement regarding scope and timeline changes

* Utilizes knowledge of industry, Tamarac platform and the Client to foster strong relationships; successfully keep project on track

* Provides on-going executive level updates and reports, and coordinates c-suite meetings as needed.

* Identifies and recommends improvements to existing processes; works with PMO manager to implement as appropriate.

* Development of PMO initiatives as assigned

* Provides peer to peer coaching and project leadership support as needed.

* As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.


* 5+ years of combined financial services industry and project management experience.

* Understanding of the financial services industry; registered advisory, broker/dealer, etc. strongly preferred.

* Demonstrated excellent communication, leadership, problem solving skills and a strong sense of ownership is critical.

* Self-motivated with the ability to prioritize, set and meet deadlines, both for yourself as well as others

* Comfortable with ambiguity and able to work independently as well as in a team environment

* Proven ability to proactively manage changes in project scope, identify issues, and devise contingency plans

* Project Management Professional (PMP) Certification preferred

* Working knowledge of Microsoft Office Suite.

* Experience with Mavenlink tool a plus.

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