Senior Project Manager - Financial Services

Senior Project Manager – Financial Services | Wealth & Asset Management

Company Overview

PCG (Project Consulting Group) is a management consulting firm delivering transformative change with low ego and high competence. We partner with financial services organizations—including wealth management and asset management firms—to implement strategic initiatives, modernize operations, and optimize technology-enabled transformations.

Our consultants work closely with client leadership teams to drive measurable results, align business and technology priorities, and build long-term capabilities.

Position Summary

PCG is seeking a Senior Project Manager to lead complex programs in financial services, with a focus on wealth management, investment operations, and asset management. You will act as the central point of accountability for program planning, execution, and delivery, ensuring alignment with business objectives and stakeholder expectations.

This role combines strategic thinking, hands-on program management, and executive engagement, enabling clients to successfully deliver technology-enabled business solutions.

Key Responsibilities

• Lead end-to-end projects for wealth and asset management initiatives, including system implementations, process transformation, regulatory and compliance change, and operational improvement
• Develop and maintain project plans, schedules, budgets, risk registers, and dependency maps
• Partner with executives, steering committees, and cross-functional teams to ensure timely delivery and alignment
• Facilitate workshops, decision-making sessions, and stakeholder alignment meetings
• Manage resources, vendors, and team capacity to drive results
• Identify risks and issues, implement mitigation strategies, and escalate as appropriate
• Monitor KPIs, deliverables, and program outcomes to assess success and ROI
• Support adoption of new processes and systems, ensuring smooth transition to business-as-usual

Required Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related discipline
• 7–12 years of experience managing large-scale programs in financial services, wealth management, or asset management
• Proven experience leading complex, cross-functional projects, including system implementations or operational transformation
• Strong knowledge of wealth management operations, investment processes, portfolio accounting, or advisory services
• Exceptional stakeholder management and executive communication skills
• Hands-on experience with project management tools (MS Project, Excel, PowerPoint, collaboration platforms)
• Ability to manage ambiguity, shifting priorities, and multiple concurrent initiatives

Preferred Qualifications

• Hands-on experience with implementing and managing ERP, CRM, portfolio management, trading, or wealth management platforms (e.g., Charles River, SimCorp Dimension, Tamarac, Orion Advisor Services, SS&C Advent, Salesforce Financial Services Cloud)
• PMP, PgMP, or other project/program management certification
• Familiarity with Agile, Waterfall, or hybrid project delivery methodologies
• Experience managing regulatory or compliance-driven initiatives