Project Manager - Financial Services - Sweep Accounts

Full Time
New York, NY 10004
Posted
Job description

Major Investment Bank has an immediate need for a Project Manager for a client conversation project:

What's in it for you

-working for a well known investment bank

-hybrid work schedule

-can work with indepenent corps (NO 3rd Party companies)

Pay 66.50/hr

Start: ASAP
Duration: Through 12/31/2022. Goal is to extend to 12/31/2023

Current hybrid in-office model; minimum 3 days in office. Candidate welcome in office full time
Own computer required when working from home; firm will not provide a laptop for this role

Ideal candidate:

- Project management professional

- Experience with Sweep Accounts and Credit Sweeps

- Familiarity with Jira or Confluence

Job Description:

Day to Day Tasks/Workflow:
Coordination of Client conversion and related testing for all Sweep and Free Credit products.
1. Assist with project managing the Sweep Conversions Waves and Free Credits conversion
2. Facilitate testing needed for each of the waves as well launching interest bearing free credit
3. Assist with co-ordination with Legal, Risk, Compliance for GPC approval for free credit
4. Create reporting for conversions by various business (retirement, advisory, international)
5. Support with documentation required for each of milestones
6. Initiate paperwork and project management for future bank merger

Skill Set:
Bachelor degree
Strong problem solving skills
Project Management Skills
Quantitatively inclined
High attention to detail
MS Excel and PowerPoint proficiency
Strong interpersonal and communication skills
Ability to handle pressure, prioritize and multi-tasking during the course of a business day

* This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of the engagement and provide proof of such vaccinations within 3 days of commencement of services.*

sweep account, sweep conversion, client conversion, credit sweeps

Job Type: Contract

Pay: $66.50 per hour

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • New York, NY 10004: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • sweep accounts or credit sweeps: 1 year (Required)

Work Location: Hybrid remote in New York, NY 10004

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