Project Manager Wealth Management - AI Focus

Job Summary We are seeking a Project Manager with expertise in Wealth Management to lead strategic, AI-enabled initiatives across business and technology teams. This role focuses on delivering high-impact programs, aligning stakeholders, and driving execution in a fast-paced environment. The ideal candidate will have strong domain knowledge in wealth or asset management along with experience managing AI or data-driven initiatives. Key Responsibilities Lead end-to-end project delivery, ensuring alignment with timelines, scope, and quality standards Collaborate with business stakeholders, technology teams, and cross-functional groups to drive execution Manage AI and machine learning initiatives, including implementation, integration, and process optimization Define project plans, milestones, dependencies, and resource allocation Facilitate stakeholder communication, including updates to leadership, risk tracking, and decision support Identify and mitigate risks, issues, and bottlenecks proactively Ensure alignment between business objectives and technology delivery Drive adoption and change management across impacted teams Support Agile, Waterfall, or hybrid delivery methodologies Required Qualifications 8-12+ years of experience in Project Management Strong domain expertise in Wealth Management, Private Banking, or Asset Management Proven experience managing cross-functional stakeholders across business and technology teams Hands-on experience working on AI or machine learning initiatives Experience delivering projects using Agile, Waterfall, or hybrid methodologies Excellent communication, presentation, and leadership skills Experience working in high-value client environments Preferred Qualifications Experience with client onboarding, portfolio management, advisor platforms, or CRM systems Familiarity with AI tools and platforms such as predictive analytics, NLP, or generative AI applications