About the role
Overview
We are seeking a senior Project Manager to lead the integration of acquired investment management businesses into our evolving data and operating model. This individual will play a critical role in coordinating cross-functional teams, driving execution, and ensuring alignment between business, investment, operations, and technology stakeholders.
The ideal candidate combines investment management domain expertise with strong program delivery and data-related experience. This person must be comfortable operating in a fast-paced environment, solving complex problems, and driving outcomes across multiple teams and workstreams.
Responsibilities
- Lead integration efforts across acquired entities and existing enterprise platforms.
- Coordinate business, investment, operations, compliance, and technology teams to ensure successful delivery of integration initiatives.
- Develop and manage project plans, milestones, dependencies, risks, and issues.
- Facilitate stakeholder meetings and drive alignment across multiple teams and locations.
- Partner with data, reporting, and technology teams to ensure successful integration of investment and operational data.
- Identify and resolve obstacles impacting project delivery.
- Provide leadership and mentorship to junior team members and project participants.
- Act as a trusted liaison between business stakeholders and technical teams.
- Support relationship management activities until permanent organizational structures are established.
Qualifications
- 10+ years of project or program management experience within investment management, asset management, wealth management, or financial services.
- Demonstrated success leading large-scale business or technology integration initiatives.
- Strong understanding of investment operations, portfolio management workflows, and data-driven business processes.
- Experience working with data management, reporting, analytics, or enterprise technology initiatives.
- Exceptional communication, stakeholder management, and organizational skills.
- Proven ability to influence without direct authority and coordinate multiple teams simultaneously.
- PMP or equivalent certification preferred.
Preferred Experience
- Investment management platforms and operating models.
- Data integration, reporting, analytics, and enterprise transformation initiatives.
- Experience working with global or distributed teams.
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
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