REMOTE Project Manager - Investment Management Firm - Remote with Life Insurance Firm

Wall Street Personnel
Los Angeles, California
Market Competitive
Jan 17, 2022
Feb 16, 2022
Project Manager
Industry Sector
Asset Management, Insurance
Employment Type
Full Time

Full Time Remote Role with Life Insurance Firm that is now adding a 2nd business line unite of Asset Management.  This role is full time PM.

Firm is a leader in the fixed indexed annuities marketplace. Firm's growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships. Founded in 1995, Firm is transitioning its focus to a more complex, mature business model while maintaining its guiding values within the buy side asset management industry.

The Project Manager is responsible for organizing and managing projects and activities across the organization. This includes leading the planning, implementation, and tracking of specific projects from ideation through realization. Project managers plan and designate project resources, prepare budgets, monitor progress and keep stakeholders informed throughout the project life cycle. They proactively identify and initiate action to issues with potential impacts to project time, cost or delivered value.



• Formulating, organizing and monitoring inter-connected projects and business initiatives throughout all stages of project life cycle

• Coordinating activities spanning multiple business areas and/or stakeholders

• Planning project activities, tracking and monitoring progress to ensure milestones are being met

• Ensuring the scope and purpose of individual projects align with the business need

• Managing risks and issues over the course of the project life cycle, initiating appropriate response measures as they occur

• Establishing new projects, including opportunity ideation, identifying cross-functional business areas and stakeholder impacts, and attaining stakeholder support

• Assisting the VP of Process Improvement in the creation, alignment and execution of an integrated organizational portfolio management strategy

• Quantifying project value and costs, managing and reporting throughout the project life cycle

• Defining project controls, including processes, procedures, and reporting necessary to manage the project

• Facilitating cross-functional change throughout the enterprise by applying appropriate change management tools and techniques

• Aiding in the delivery of training and education on project management practices and concepts, both formally and informally

• Performing other related work as required




Required Experience

• Bachelor's Degree in Industrial Engineering, Business, Mathematics, Finance or related field; or equivalent combination of formal education and work experience

• A minimum of three years of experience successfully leading cross-functional business initiatives, managing multiple business stakeholders and bringing together different parts of the organization to align with a common agenda

• Demonstrated knowledge and application of project management tools and principles

• Demonstrated knowledge and application of process management, problem solving and change management tools and principles

• Strong business acumen and ability to work well across different functions in order to integrate processes and technology with business strategies

• Demonstrated analytical skills, with proven ability to use data to drive decision making and solution development

• Proven experience successfully driving projects to completion, using standard project management tools and techniques

• Strong facilitation skills, including the ability to effectively organize and conduct meetings and working sessions with stakeholders ranging from front line team members through executive leadership

• Familiarity with and appreciation for data governance principles including, but not limited to, quality, lineage, stewardship and ownership

• Experience with fixed income instruments and the systems/business processes required to support such investments

• Comfortability working in a face paced, changing environment that requires constant reassessment and alignment of priorities and resources

• Understanding of an asset management function and the life cycle of any given investment from concept, execution, accounting, performance and reporting

• Computer proficiency, including the use of Jira, MS Project, MS Visio and/or Minitab


Preferred Experience

• Advanced Degree

• PMP, lean, Six-Sigma or other process improvement methodology certification

• Professional experience within the Insurance and Banking industry

• Evidence of stretch assignments that reflect superior performance in previous roles




• Effective interpersonal and group communication skills, including negotiation, ability to influence, motivational, change management and teaching skills

• Inherent curiosity; strong desire to understand the business and refusal to accept surface explanations

• Ability to proactively identify, escalate and develop resolution to issues as they occur

• Ability to work in self-directed and collaborative team environments; handling pressure and meeting deadlines within a fast-paced work environment

• Ability to take succeed in ambiguity and take setbacks in stride without losing focus or motivation

• Ability to develop relationships and foster trust with business stakeholders

• Ability to convey complicated information in terms easy to understand, adapting the approach based on the audience background

  • You need to sign in to save