Be Part Of A High-Performing Team:
Join a global financial institution’s capital markets technology organization during a period of continued delivery transformation and portfolio growth. This team supports complex initiatives across business, product, technology, risk, and operations while strengthening project governance, delivery visibility, and executive decision-making.
The environment combines Agile technology delivery with the disciplined financial, resource, and milestone management expected within a highly regulated banking organization. Project Managers serve as the connective layer between business portfolio leaders, technology teams, product owners, Scrum Masters, and senior executives.
What’s In Store For You:
- Engagement: W2 only, with no C2C or 1099 arrangements.
- Hybrid schedule based in Charlotte, North Carolina, with onsite work required on Mondays and Thursdays.
- Exposure to visible capital markets technology programs and senior business stakeholders.
- Opportunity to influence project governance, executive reporting, and delivery maturity.
- Collaboration with experienced product, technology, and Agile delivery professionals.
How You Will Make An Impact:
- Lead the business, financial, governance, and executive-reporting components of capital markets technology initiatives.
- Partner with business portfolio managers to clarify business needs, required delivery dates, expected outcomes, and funding requirements.
- Coordinate the development of lean business cases and guide initiatives through review and approval processes.
- Create and maintain cost plans, resource plans, milestones, risks, issues, dependencies, and project forecasts in the organization’s portfolio-management platform.
- Work with product owners, technology leaders, and delivery teams to establish realistic start dates, completion dates, and high-level milestones.
- Serve as the primary connection between business stakeholders and the teams responsible for technical delivery.
- Maintain a strong understanding of initiative health without becoming responsible for individual stories, bugs, tasks, or sprint administration.
- Translate Agile delivery progress into executive-level reporting that clearly communicates milestones, costs, risks, and outcomes.
- Prepare concise meeting minutes, status reports, governance decks, business cases, and funding presentations.
- Present project information to senior business and technology leaders, including global executive stakeholders.
- Coordinate closely with Scrum Masters to obtain timely and accurate delivery updates.
- Ensure resource allocations and project tasks remain accurate so that financial reporting and time-entry activity align with current plans.
- Use reporting and visualization tools to support portfolio oversight and executive decision-making.
- Proactively identify approaching deadlines, reporting gaps, and delivery risks before they become escalations.
Do You Bring Proven Success in Capital Markets Technology Project Management?
- At least 7 years of IT project or program management experience, preferably within banking or financial services.
- Meaningful capital markets, investment banking, institutional banking, securities, payments, or trading-technology experience.
- Sufficient business-domain knowledge to understand stakeholder requests, ask informed questions, and translate needs into project scope and business cases.
- Experience managing project costs, resource allocations, milestones, schedules, risks, issues, and dependencies.
- Hands-on experience with ServiceNow SPM, Clarity, Planview, or a comparable project portfolio management platform.
- Experience supporting technology initiatives delivered through Agile teams while reporting progress through traditional project phases and executive milestones.
- Strong stakeholder-management skills across business, product, technology, risk, operations, and executive leadership.
- Exceptional written communication, including concise minutes, project updates, executive summaries, and presentation materials.
- Demonstrated ability to manage strict weekly and biweekly reporting deadlines.
- Strong organizational skills and the ability to maintain accuracy across multiple concurrent initiatives.
- Experience with Jira and executive-reporting tools such as Power BI is preferred.
- Familiarity with fixed income, currencies, derivatives, securities, trade processing, SWIFT, or payment systems is highly desirable.
- PMP, PMI-ACP, Scrum, SAFe, or related project-management certification is preferred.