Senior Project Manager jobs at Citrin Cooperman

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant to our direct client, an on-demand, autonomous ride-hailing company in Hayward, CA. Title: Technical Program Manager, Supplier Quality (contract) Pay Rate: $104.50/hr (W-2) Work Schedule: Hybrid; Monday to Friday from 8am-5pm Job Description: Our client, an on-demand, autonomous ride-hailing company, is seeking a Technical Program Manager within the Supplier Quality Team to drive supplier quality metrics, support Advanced Product Quality Planning (APQP) and Production Part Approval Process (PPAP) readiness . You will own strategic quality projects essential to scaling our suppliers and help with development and continuous improvement of key business applications such as Supplier Deviations, APQP & PPAP. Additionally, you will help support supplier approval to build & ship milestones. In this role , you will work cross-functionally with Supplier Quality, Corporate Quality, Engineering, Sourcing, Logistics, Manufacturing, & Business Applications. You will develop project schedules, identify milestones, flag risks, and clearly communicate ongoing progress to relevant stakeholders. You will ensure all groups understand their priorities and are coordinated, on track, and on budget. Candidates should have proven technical skills in data and analysis that they can leverage to balance competing priorities and drive execution. Successful candidates can demonstrate intrinsic ownership of their projects while empowering their team in a dynamic environment. The ideal candidate is highly organized, data-driven, and experienced in managing complex technical programs. You take ownership of your work, communicate clearly, and help teams execute effectively in a fast-paced environment. Responsibilities: - Translate the top-down corporate strategy and milestones into detailed product road maps, timelines, dashboards, and deliverables - Provide clear, well-structured, and concise communications tailored to the appropriate audience - Effectively communicate project status, risks, and mitigation plans to stakeholders at all levels, from individual contributors to executive leadership - Ensure project team understands what they need to deliver at all times, and define and manage processes and regular meetings - Develop standard reports that concisely and effectively communicate program status, issues, risks, and accomplishments to key stakeholders - Ensure problems are transparent and risks are identified and proactively mitigated - Drive the development, implementation, and continuous improvement of business applications Deviations, APQP and PPAP - Develop, track, and report on key quality metrics to identify systemic issues, measure supplier performance, and drive data-informed improvements Required: - B.S. degree or higher in an Engineering or Science discipline; Master's degree a plus - 8-10 years of experience in program management or similar role - Working-level knowledge of quality systems & methods, supply chain management, and manufacturing - Proven track record in managing complex cross-functional projects - Excellent communication, organizational and data analytic skills

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant to our direct client, an on-demand, autonomous ride-hailing company in Foster City, CA. Title: Technical Program Manager, Autonomy & Product SW (contract) Pay Rate: $104.50/hr (W-2) Job description: Drive high-level cross-functional program execution and orchestrate the internal delivery of key autonomy and cloud software technologies. In this role, you'll support programs that develop, validate, and improve the company's autonomous driving system. You'll be deeply embedded in the software development lifecycle, ensuring that plans become actionable work and that teams deliver against technical and product milestones across vehicle platforms. You'll also establish the processes, frameworks, and tracking systems needed to guide reliable program execution across autonomy, robotics, and cloud-based software teams. The ideal candidate is highly organized, technically fluent, and experienced in leading complex, cross-functional engineering programs. You excel at building structure, driving execution, and fostering alignment across fast-moving teams. A strong engineering background and relevant industry domain knowledge enable you to communicate effectively with technical stakeholders and support high-quality delivery. As a Technical Program Manager, you'll: - Orchestrate the delivery of the technology internally to autonomous driving and cloud software technology delivery - Drive execution of the software roadmap and align teams on priorities, timelines, and deliverables - Build and maintain dashboards, metrics, and tracking frameworks to monitor progress, risks, and overall program health across long-running efforts - Run status meetings and deliver concise stakeholder updates while managing Jira workflows, issue tracking, and bug resolution - Establish scalable delivery processes, standards, and best practices that improve execution and support the internal delivery of autonomy and cloud software technologies - Facilitate cross-functional decisions, resolve dependencies, and unblock teams to keep programs moving - Partner with department managers to translate strategy into actionable plans, backed by strong technical understanding of platforms, SDLC, and test operations - Build and maintain dashboards, metrics, and reporting frameworks to track program progress, team performance, and program health for key stakeholders - Maintain a strong technical understanding of our vehicle platforms, software development lifecycle, and test operations to effectively manage program execution. Qualifications: - Expert proficiency in using JIRA to manage complex software development backlogs and processes is a must - BS or MS degree in an engineering discipline or equivalent experience - 8+ years of experience in engineering or program management with a focus on executing product development roadmaps - A background in autonomous vehicles, robotics, or other complex, safety-critical systems is a very big advantage - Aerospace, automotive (non-AV), med-tech, cloud software services with large deployments is acceptable - Proven ability to execute complex cross-functional technical programs from start to finish - Strong problem-solving and analytical skills with a focus on continuous process improvement - Excellent written, presentation, and verbal communication skills - Ability to perform in a fast-paced, high-stress environment and lead teams through ambiguity - PMP or equivalent a plus - Experience developing and scaling engineering or operational processes from scratch a plus

A leading civil engineering firm is seeking a dynamic Senior Project Manager to help guide a high-performing Water Resources team in Northern Virginia. If you're passionate about stormwater systems, floodplain analysis, dam safety, and navigating complex regulatory environments, this role offers the opportunity to shape impactful infrastructure projects across the region. What You'll Do Lead and review stormwater, floodplain, and dam-related designs and models Oversee QA/QC for plans, reports, and permit submissions Manage clients, project schedules, scopes, and budgets Mentor engineers and coordinate with internal teams, partners, and regulators Support proposals, contract amendments, and business development efforts What We're Looking For 10+ years of relevant experience Bachelor's degree in civil engineering (or related field) Professional Engineer (PE) license in Virginia Strong communication, organizational, and leadership skills Proficiency with H&H modeling tools (HEC-RAS, HEC-HMS, HY-8, Flowmaster, etc.) Bonus Skills Experience with GIS (ArcMap or similar) Experience with AutoCAD Only those with proof of right to work in the US should apply for this role. Apply today or get in touch for more information.

First American Industries, Inc. is a full-service mechanical contractor serving commercial and industrial clients. Since 2011, the company has provided a comprehensive range of HVAC and plumbing services to clients in western Pennsylvania and Northern West Virginia. As a family-owned company, First American Industries instills strong family values into their relationships with employees, clients, and the community. Role Description This is an on-site, full-time role for an Associate Project Manager located in Pittsburgh, PA. An Associate Project Manager supports the Project Manager in delivering commercial plumbing and HVAC projects from preconstruction through closeout. This role helps coordinate field and office activities to ensure work is completed safely, on schedule, within budget, and per contract documents. Key Responsibilities Assist with planning and tracking project schedules, manpower, material deliveries, and equipment needs. Coordinate daily activities with foremen, field crews, general contractors, and other trades. Prepare and maintain project documentation: RFIs, submittals, shop drawings, meeting minutes, and logs. Help review mechanical and plumbing drawings, specifications, and addenda; maintain current plan sets. Assist with take-offs and pricing for plumbing/HVAC scopes; support change order preparation and tracking. Help with procurement of pipe, fittings, equipment (RTUs, boilers, AHUs, pumps, fixtures, etc.) and other long-lead items. Support review of subcontractor and vendor quotes, POs, and invoices for accuracy. Visit job sites to monitor installation progress and quality; help resolve coordination issues in the field. Assist with coordination/BIM efforts (if applicable) to resolve clashes with structure and other trades. Support safety compliance and company safety policies in conjunction with foremen and the Safety team. Assist with punch lists, start-up coordination, commissioning support, as-builts, O&M manuals, and closeout Qualifications Experience with Office Equipment and Software Strong Communication skills Excellent organizational skills and attention to detail is vital Ability to work independently and manage multiple tasks High school diploma or equivalent; further education or certification is a plus

Mechanical Project Manager Salary: $130K-$140K + Benefits We are a trusted mechanical contractor delivering comprehensive HVAC solutions across New York City, serving offices, schools, healthcare facilities, retail spaces, and large commercial developments. Due to ongoing growth, we are seeking an experienced HVAC Project Manager to join our team and lead high-profile projects from start to finish. As part of our team, you will oversee all aspects of project execution, including field operations, subcontractor management, budgets, schedules, and client communications-ensuring every project is completed safely, on time, and to the highest standards. Responsibilities Lead HVAC and mechanical projects across NYC from pre-construction through closeout Manage and coordinate field teams, subcontractors, and vendors Ensure projects comply with mechanical drawings, specifications, NYC codes, and safety regulations Develop project schedules, cost projections, procurement plans, and change orders Oversee installation of HVAC systems, ductwork, piping, controls, and related equipment Monitor project progress, prepare reports, and represent the company in client and site meetings Troubleshoot technical challenges and drive projects to successful completion Requirements 5+ years of HVAC or mechanical project management experience (commercial projects preferred) Strong knowledge of mechanical systems, HVAC installations, and MEP coordination Ability to read and interpret mechanical drawings and specifications Proven experience managing labor, budgets, schedules, and procurement Excellent leadership, communication, and problem-solving skills APPLY today for immediate consideration!

Founded in 2003, Accel Air Systems is a leading provider of Heating, Ventilation, and Air Conditioning (HVAC) services to the San Francisco Bay Area Commercial Building Sector. The company is a mechanical contracting firm specializing in Service, Maintenance, Repair, Retrofit, and Construction. Accel Air Systems provides the technical expertise to consistently support a broad range of facilities including office, laboratories, industrial, R&D, clean room, warehouse, distribution, medical office, data centers, and manufacturing facilities. Responsibilities: Develop and Maintain Customer Relations, research customer needs and follow up on sales leads assuring customer satisfaction Estimating and Selling HVAC Projects, providing detailed proposals and value engineering ideas to demonstrate expertise and secure future opportunities. Project Management including establishing clear scopes of work, communicating with internal office staff and field employees, subcontractors and clients to ensure a successful and profitable project Utilize Mechanical Engineering Knowledge to provide guidance and leadership to field staff Manage Project Financials including billing and forecasting to ensure accurate projections and protect margins Complete Closeout documentation and punch lists in a timely manner Qualifications: 5+ years of Project Management experience in HVAC industry Solid written and verbal communication skills Multitasking and time-management skills, with the ability to prioritize tasks Proficiency in MS Office: Outlook, Word, and Excel Proficiency with Bluebeam Revu and Autodesk Build/PlanGrid (preferred) College degree in Mechanical Engineering (preferred) Benefits: Competitive Salary - DOE Starting at $115,000 Annually Medical, Dental, and Vision Insurance paid 100% for the Employee Additional Company Sponsored Benefits: Basic Employee Life Insurance, Long Term Disability Coverage, Employee Assistance Program Voluntary Benefits: Employee Life Insurance, Spouse Life Insurance, Child Life Insurance, Short Term Disability, Accident, Employee Critical Illness, Spouse Critical Illness, and Child Critical Illness. 401k Plan (including a 3% Company Match Contribution) Paid Vacation, Sick Time and Company Holidays Quarterly profit sharing when profits allow Accel Air Systems is an Equal Employment Opportunity Employer. Accel Air Systems does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. For more information regarding our company wide privacy policy, you may go to - ******************************************** Accel Air Systems is not interested in a conversation or engagement with any recruiters.

Job Description: Senior Project Manager - Commercial Construction Salary: $130,000 - $160,000 (DOE) + Comprehensive Benefits Our client, a leading Florida-based general contractor with an established reputation for excellence in Aviation, Multifamily, Healthcare, and Hospitality construction, is seeking an experienced Senior Project Manager to join their Melbourne team. This individual will play a key leadership role managing multiple large-scale commercial projects, driving performance, profitability, and client satisfaction from preconstruction through closeout. Key Responsibilities: Lead all phases of project delivery, from preconstruction planning and budgeting through completion and turnover. Oversee multiple project teams, ensuring schedule, cost, quality, and safety goals are consistently achieved. Manage subcontractor performance, procurement, and change orders in coordination with field leadership. Develop and maintain strong relationships with clients, architects, engineers, and consultants. Provide detailed cost tracking, forecasting, and reporting to senior management. Review and approve project schedules, submittals, RFIs, and pay applications. Mentor and develop assistant project managers and project engineers to support career growth and team development. Ensure full compliance with contract requirements, safety policies, and company standards across all projects. Required Experience & Qualifications: Proven track record as a Senior Project Manager within commercial construction. Minimum of 4+ years of project management experience delivering complex, large-scale projects ($10M-$50M+). Background in Aviation, Multifamily, Healthcare, or Hospitality construction preferred. Strong understanding of project scheduling, cost control, and construction management processes. Excellent communication, leadership, and client-facing skills. Proficiency with Procore, MS Project, Bluebeam, and other construction management tools preferred. Bachelor's degree in Construction Management, Engineering, or related field preferred. What Our Client Offers: Opportunity to manage high-profile commercial projects across Central and Coastal Florida. Competitive compensation package including base salary, bonus potential, and comprehensive benefits (medical, dental, vision, 401k). Relocation assistance for qualified candidates. A collaborative company culture focused on integrity, quality, and long-term professional growth. Interested? Call Oliver at ***************** to learn more, or send your resume to *************************

First American Industries, Inc. is a full-service mechanical contractor serving commercial and industrial clients. Since 2011, the company has provided a comprehensive range of HVAC and plumbing services to clients in western Pennsylvania and Northern West Virginia. As a family-owned company, First American Industries instills strong family values into their relationships with employees, clients, and the community. Role Description This is an on-site, full-time role for a Project Manager located in Pittsburgh, PA. A Project Manager is responsible for overall planning, execution, and financial performance of commercial plumbing and HVAC projects. This role leads the project team from preconstruction through closeout, ensuring work is completed safely, on schedule, within budget, and in compliance with contract documents and applicable codes. Key Responsibilities Lead all phases of the project from bid award through turnover. Develop and manage project budgets, schedules, and procurement strategies. Serve as primary contact for GC/CM, owners, and design teams; lead project meetings. Review contracts, scopes of work, and drawings; identify risks, clarifications, and value opportunities. Oversee and schedule material and equipment procurement Direct drafting/BIM coordination efforts and resolve clashes with structure and other trades. Prepare and negotiate change orders; track cost impacts and maintain up-to-date forecasts. Approve subcontractor and vendor selections; manage their scopes, performance, and invoices. Monitor job cost, labor productivity, and margins; implement corrective actions as needed. Conduct regular site visits to review progress, quality, and coordination with field leadership. Ensure compliance with company safety policies and regulatory requirements. Oversee start-up, testing, balancing, commissioning, punch lists, and closeout documentation (as-builts, O&M manuals, warranties). Qualifications 3-7 years of experience managing commercial mechanical or plumbing projects. Proven track record delivering projects on time and within budget. Ability to read and interpret construction blueprints and specifications Strong financial acumen (budgeting, cost control, forecasting). Excellent communication, negotiation, and client relationship skills. Strong organization, problem-solving, and decision-making skills. Proficient in Project management software (Procore, Sharepoint, Trimble, etc.)

Sam Hill & Sons, Inc., established in 1977, is a General Engineering Contractor specializing in the installation of sewer, water, storm drain, and dry utility systems. Serving Ventura, Santa Barbara, and Los Angeles Counties, the company is committed to delivering quality infrastructure solutions that support community growth and development. With decades of expertise in underground utilities and heavy civil construction, Sam Hill & Sons is a trusted partner for public and private projects. The company values professionalism, safety, and excellence in every project completed. Role Description This is a full-time, on-site Project Manager role based in Ventura, CA, focused on Underground Utilities and Heavy Civil projects. Responsibilities include managing project timelines, budgets, and resources, coordinating with teams and stakeholders, overseeing the installation of sewer, water, storm drain, and dry utility systems, and ensuring compliance with safety regulations and project specifications. The Project Manager will also monitor progress, resolve issues, and ensure projects are completed on time and within budget. Qualifications Must have proficient understanding of heavy civil utility construction, and able to read and understand construction specifications and drawings Strong Analytical and Budgeting skills to manage and optimize project costs Knowledge of Facility Management (FM) principles relevant to utility and heavy civil construction projects Proven ability to lead teams and manage multiple stakeholders effectively Excellent organizational, communication, and problem-solving skills Familiarity with applicable industry regulations and safety standards Prior experience managing infrastructure or utility installation projects Able to work M-F with a 7am start, occasionally on call after hours Valid California driver's license and insurable under SHS's plan Bachelor's degree in Construction Management, Civil Engineering, or a related field (preferred) Compensation & Benefits Base pay will be determined by the candidate's level of experience (e.g., Junior, Mid, or Senior). The $100,000 listed in the posting is a baseline starting point and may be increased for qualified candidates 401(k) Dental insurance Medical insurance Vision insurance Paid time off

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,300 employees and offices in 26 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Diligence & Reporting team (D&R) is part of Oaktree's broader Business Development organization. The D&R team aims to be a key component to raising capital and providing best-in-class service to the Oaktree's global clientele. Team members coordinate and craft responses to fundraising and client inquiries, working closely with other verticals within Business Development as well as other departments within the firm. For additional information please visit our website at *********************** Responsibilities The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally. As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm's client servicing and business development initiatives. The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely. You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team's database. Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth. Additional responsibilities include: * Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests; * Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests; * Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information; * Participating in quality assurance reviews for peer work products; * Ensuring the integrity of internally stored content databases; * Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and * Understanding of all or a majority of Oaktree's investment strategies and their relevant operating, performance and risk metrics. Experience Required * Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry; * Experience responding to RFP and/or client related inquiries for firm and fund specific information; * Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills; * Exceptional writing skills: ability to craft thoughtful and compelling commentary; and * Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences. Personal Attributes * The successful candidate will have outstanding initiative and a strong work ethic; * Passion for improving systems and processes; * Ability to operate independently on short- and long-term goals; * The candidate must be highly collaborative with excellent interpersonal skills; * The ability to leverage firm wide resources in an effective and judicious manner; * Strong written and verbal communication skills; ability to contribute and edit content for RFP responses; * The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions; * They will be organized and able to manage multiple projects with differing priorities to meet deadlines; * The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence; and * Unwavering attention to detail. Education A Bachelor's degree is required. Base Salary $125,000 - $160,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,300 employees and offices in 26 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Diligence & Reporting team (D&R) is part of Oaktree's broader Business Development organization. The D&R team aims to be a key component to raising capital and providing best-in-class service to the Oaktree's global clientele. Team members coordinate and craft responses to fundraising and client inquiries, working closely with other verticals within Business Development as well as other departments within the firm. For additional information please visit our website at *********************** Responsibilities The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally. As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm's client servicing and business development initiatives. The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely. You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team's database. Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth. Additional responsibilities include: Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests; Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests; Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information; Participating in quality assurance reviews for peer work products; Ensuring the integrity of internally stored content databases; Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and Understanding of all or a majority of Oaktree's investment strategies and their relevant operating, performance and risk metrics. Experience Required Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry; Experience responding to RFP and/or client related inquiries for firm and fund specific information; Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills; Exceptional writing skills: ability to craft thoughtful and compelling commentary; and Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences. Personal Attributes The successful candidate will have outstanding initiative and a strong work ethic; Passion for improving systems and processes; Ability to operate independently on short- and long-term goals; The candidate must be highly collaborative with excellent interpersonal skills; The ability to leverage firm wide resources in an effective and judicious manner; Strong written and verbal communication skills; ability to contribute and edit content for RFP responses; The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions; They will be organized and able to manage multiple projects with differing priorities to meet deadlines; The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence; and Unwavering attention to detail. Education A Bachelor's degree is required. Base Salary $125,000 - $160,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Job Description Wilshire hires only the brightest and most experienced professionals in the healthcare revenue cycle management industry. Wilshire will take the time to get know you and your employment history. We will then place you in a role that will lead to a path of career success. About The Wilshire Group The Wilshire Group, a renowned boutique consulting firm in Los Angeles, specializes in revenue cycle optimization and fostering effective collaboration between operational and IT facets. With a robust track record of aiding over 100 healthcare systems nationwide, our team thrives on professionalism, efficiency, and adaptability. Our core values- professionalism, efficiency, and flexibility- underscore our commitment to creating an inclusive and dynamic workplace. We embrace diverse narratives and believe in offering opportunities to exceptional individuals who bring their best to the table. Epic Implementation Executive Project Manager Full-Time or Contract | Remote with Travel | Senior-Level | $90.00-$100.00 per hour Position Summary We are seeking an accomplished Epic Implementation Executive Project Manager with deep expertise in healthcare IT, revenue cycle operations, and full-life-cycle Epic implementations. This leader will oversee complex enterprise Epic projects, drive integrated workflow improvements, and serve as the strategic liaison between operations, clinical teams, and IT. The ideal candidate brings hands-on experience directing Epic build, testing, training, deployment, and optimization across large health systems-ensuring programs remain on time, on budget, and aligned with organizational goals. Key Responsibilities Provide executive-level leadership for Epic implementation and optimization initiatives across hospital and ambulatory environments. Direct all phases of Epic project lifecycle: assessment, design, build, testing, go-live, stabilization, and long-term optimization. Lead revenue cycle, HIM, coding, and documentation workflows through integrated Epic and third-party system deployments. Develop and execute comprehensive project plans, ensuring alignment across operational leaders, IT analysts, and vendor partners. Manage cross-functional teams, including analysts, business SMEs, operations leaders, and clinical partners. Oversee governance, communication plans, risk mitigation, scope management, resource allocation, and executive reporting. Serve as key liaison between operations and IT, translating business needs into technical design and system configuration. Conduct operational workflow assessments, identify underutilized functionality, and guide optimization to improve performance. Manage third-party integrations such as 3M 360, coding products, claim attachment systems, and payer platform tools. Ensure regulatory compliance across HIM, documentation, coding, correspondence, and revenue cycle functions. Lead multi-site Epic go-lives, including readiness assessments, command center planning, end-user training strategy, and post-live stabilization. Qualifications 10+ years of healthcare IT and Epic implementation experience. 10+ years of consulting experience leading enterprise Epic or health information system deployments. Successful track record managing multi-hospital Epic implementations and workflow redesign across HIM, coding, CDI, billing, charging, and revenue integrity. Deep expertise with integrated workflows spanning revenue cycle, HIM, clinical documentation, and operational leadership. Strong organizational, communication, and stakeholder management skills. Experience directing multimillion-dollar projects for academic medical centers, community hospitals, and integrated health systems. PMP certification required; Epic HIM/Coding/ROI and Revenue Integrity certifications strongly preferred. Proven success managing SCRUM/Agile-based projects and vendor relationships. Representative Areas of Expertise Epic HIM Deficiency Tracking, HIM Hospital Coding, HIM Release of Information Resolute Professional Billing Revenue Integrity (Charge Capture & Coding) Revenue cycle project management & integrated workflow optimization HIM, PB/HB Coding, CDI, 3M 360/Single Path implementations EMPI cleanup, charge capture, documentation workflows, and billing automation Third-party system integration and large-scale project coordination Executive-level liaison between clinical operations and IT Ideal Candidate Profile Strategic and solutions-oriented leader with the ability to navigate across IT, operations, finance, and clinical environments. Skilled at re-engineering workflows, improving underutilized systems, and driving performance improvement. Adept at directing teams through complex, multi-year enterprise Epic programs. Excels in high-visibility roles where communication, relationship-building, and cross-functional coordination are essential. Wilshire is honored that you have taken the time to review/apply to our open position. We will now take the time to review your experience and be in touch with you soon.

We are seeking an Assistant Project Manager to support our client, a Cupertino-based technology firm, on a variety of projects with varying levels of complexity. The APM will work closely with senior project managers while also independently managing smaller, less complex projects. For the projects they directly oversee, the APM will serve as the main point of contact and liaison among clients, architects, general contractors, building managers, furniture and move vendors, and security personnel. This role involves project scoping, overseeing due diligence efforts, maintaining document control, managing project databases, and coordinating project activities and communications. The APM ensures that all project goals are accomplished within the prescribed timeframe and budget. Responsibilities Essential Job Duties: Obtain clear understanding of project scope from client, including high level details, prior to kick-off meeting Guide client on realistic timeframe expected for each project Build and lead a successful team through all phases of each project Manage financials for each project, including obtaining approvals for initial and final budgets, release of purchase orders, tracking of existing and expected commitments, and timely approval of invoices Implement and document value engineering, with solutions to reduce spending or improve schedule, process, or final product, without an increase in cost Prepare status reports for management, client, project personnel and/or others and modify schedules or plans as required Maintain a filing system that documents all project activities Control project OAC meetings, site visits, punch-list walkthroughs for construction or furniture, meeting vendors to provide access and oversight Upon project construction completion, coordinate project closeout by obtaining O&M Manuals and building as-builts, then issue them to planning / archive teams and to leasing team for landlord acceptance and release of TI allowances Document and share lessons learned It is understood that an APM will require guidance on some of the duties and responsibilities described above responsibilities described above Obtain and maintain client trust and loyalty May perform other duties as assigned Qualifications Skills, Education and Experience: Minimum 3 years' experience working in the commercial real estate industry Ability to embrace and adapt to the technology required to fulfill the responsibilities of this position (Word, Excel, Fasttrack) Strong written and verbal communication skills Good organizational skills Ability to adapt to changing clients, workloads, and general requirements Bachelor's degree (B. A.) from four-year college or university; or three to four years' related experience and/or training; or equivalent combination of education and experience Benefits and Perks: Industry leading Parental Leave Policy (up to 16 weeks) Generous healthcare Bright Horizons back-up care program Generous paid time off Education reimbursement Referral Program Opportunities to network and connect Benefits/perks listed may vary depending on the nature of your employment with Newmark and the job location. Salary: $90,000 - $100,000 annually The expected base salary for this position ranges from $90,000 to $100,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Join Global Amenity Services as a Project Manager and play a pivotal role in delivering outstanding new builds that exemplify our commitment to quality and innovation. Lead amenity projects from start to finish, ensuring timely completion and superior standards through close collaboration with our talented team. As the Project Manager Associate in Amenity Services, you will work in partnership with the Amenity Services Project Manager to oversee amenity-focused real estate projects. You will ensure that all refreshes and new builds meet Global Amenity Services standards for lobby reception service designs, as well as client and conference centers. You will also support management by tracking and reporting on room usage, end user trends, and other key business metrics to guide decision-making and operational improvements. Additionally, you will collaborate closely with partners in real estate, technology, lobby support, and meeting planning. Job Responsibilities: Collaborate with senior Amenity Services project managers to oversee real estate projects Coordinate with other project managers on all project elements, including audio visuals, lighting, furniture, and traffic flow Participate in user feedback sessions to capture business requirements and inform planning discussions Attend design development and construction meetings to gain knowledge and provide feedback Review floor plans and provide direction, best practices, and solutions to meet standards Meet with management to review project documents and offer commentary Stay updated on new technologies and room design innovations through industry research, site visits and user feedback Analyze raw data from the Event Management System (EMS) to develop and support program requirements and build strong business cases Create and present data-driven presentation decks, highlighting key findings to various groups Work with meeting planning staff to ensure consistency and accuracy data input Required qualifications, capabilities and skills 4+ years of project management experience, specifically in building meeting spaces, workspaces, and amenity areas Experience managing a conference center and/or event venues, with a working knowledge of their operations General understanding of audio visual Excellent communication and relationship-building skills, with the ability to collaborate effectively across teams Skilled in interpreting floor plans, including understanding drawing scales, measurements, and metric conversions Proficient in PowerPoint and Acrobat Pro for creating and managing presentations and documents Advanced Excel skills, including expertise in pivot tables, data search, and sorting functions Preferred qualifications, capabilities and skills Familiarity with graphic applications such as Photoshop and REVU is a plus Experience with Event Management System (EMS) is a plus

Join our team as an Associate Project Manager and play a pivotal role in driving technology and business transformation projects. Collaborate with diverse Line of Business leads to gain invaluable insights and develop your expertise in Finance and Technology. If you're a dynamic multitasker with strong communication skills, we want you to help shape the future of our strategic initiatives! As an Associate - Project Manager, you will support technology-related projects and assist with various initiatives and business transformation efforts. You will help coordinate end-to-end project execution for P&A and Controllers-related projects, including managing project plans, gathering requirements, supporting design and testing, and tracking dependencies, risks, issues, and benefits realization. Working closely with different Line of Business (LOB) leads, you will develop a foundational understanding of each project and related business-as-usual (BAU) operations. You should possess strong communication and organizational skills, demonstrate sound judgment, and have the ability to manage multiple tasks in a dynamic environment. A background in Finance and/or Technology is preferred. You will support Line of Business teams in implementing initiatives across Finance's strategic architecture, focusing on platforms for planning and forecasting (e.g., Balance Sheet, RWA, Capital, Revenues, Expenses, Headcount) and contributing to Data Transformation efforts. Responsibilities Assisting in the management of multiple projects within the P&A and Controllers organizations. This includes helping to define scope, track project plans and timelines, and support the resolution of issues, risks, and dependencies. Assist in generating management information systems (MIS) reports. Supporting effective communication and collaboration among work streams and stakeholders to ensure alignment and engagement. Maintaining client relationships by providing consistent and reliable support to ensure a positive client experience. Helping organize project updates and maintain project scorecards to track progress and performance. Working with business leads to gather and document business requirements, supporting the delivery of successful project outcomes. Assisting in the UAT process, including helping to define test strategies and test cases, and coordinating with Lines of Business for testing. Supporting the documentation of operating model considerations, including process flows and touchpoints. Assisting in the development of training materials and support training sessions for end-users to facilitate the adoption of new systems and processes. Required qualifications, capabilities, and skills Bachelor's degree in Finance or a related field At least 4+ years of project management or business analysis experience, with exposure to supporting large-scale projects and initiatives. Experience in P&A and/or Controllers business functions. Familiarity with project management processes, including scoping, business case development, implementation, and change management. Basic understanding of development methodologies (e.g., Agile, SCRUM, Waterfall). Strong communication and presentation skills, with the ability to effectively support stakeholder engagement. Good organizational skills, with the ability to prioritize and manage multiple tasks in a fast-paced environment. Strong analytical and logical thinking to understand and support complex business processes. Proficiency in Microsoft Office applications, including Excel, Visio, and PowerPoint. Basic understanding of data flow between applications and cloud architecture. Preferred qualifications, capabilities, and skills Basic technical knowledge and experience, including familiarity with Cloud technologies, Databricks, AWS, LLM, and AI/ML, is a plus. NOTE: This position is not eligible for sponsorship

We have an exciting and rewarding opportunity for you to take your Project Management/Agile career to the next level. As a Agility Senior Associate at JPMorgan Chase within the Commercial & Investment Bank, Global Banking Technology Team, you serve as a seasoned member of product domain to by enabling and providing Agile/PM support to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives. We look first and foremost for people who are passionate around solving business problems through innovation & engineering practices. You will be required to apply your depth of knowledge and expertise to all aspects of the software development lifecycle, as well as partner continuously with your many stakeholders on a daily basis to stay focused on common goals. We embrace a culture of experimentation and constantly strive for improvement and learning. You'll work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of our customers globally. Job responsibilities Partner with business owners to develop, document, and execute business strategies and project plans, including scope, schedule, budget, resources, and solution quality. Lead program planning and management, issue identification and resolution, risk management, analytical design, and deliverable definition; manage change requests. Support centralized tracking of project plans and provide an integrated end-to-end view for all programs. Ensure project timelines, risks, dependencies, and deliverables stay on track by enforcing consistent standards, methodologies, and best practices. Implement common routines, resources, and tools for tracking and reporting program status; develop metrics, scorecards, and dashboards using common frameworks. Identify and communicate effectively with key stakeholders, understanding their needs and expectations throughout the project lifecycle. Lead cross-functional project teams, foster collaboration, facilitate communication, and provide clear direction and support to team members. Provide regular updates on project plans and progress, including management and business review presentations. Identify, assess, and manage issues with appropriate escalation; support centralized tracking and reporting of key issues and decisions. Leverage common tools to track, assess, and mitigate program risks; plan deliverables and monitor team performance. Lead and coach teams in adopting Agile methodologies, facilitate Scrum ceremonies, monitor agile metrics, remove impediments, and create dashboards to track progress and optimize performance. Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and project management Project management and agility lead experience with strong understanding of Agile/Scrum methodologies, advanced Excel (pivot tables, validation rules, vlookup), PowerPoint skills, and expertise in setting up and using Confluence, SharePoint, and Jira. Experience in Project Management querying tools such as SQL and JIRA filters. Proactive self-starter with strong business writing, presentation skills, and a track record of personal initiative, leadership, and promoting a flexible, agile team environment. Demonstrated ability to manage multiple tasks and projects simultaneously in a fast-paced environment, with strong planning, organization, and attention to detail. Skilled in structuring and scoping complex problems, applying analytical tools, and prioritizing issues to develop effective solutions. Experienced in executive status reporting, tailoring communication to various audiences, and documenting/following up on key actions and decisions. PMP Certified, Certified Scrum Master (CSM), or equivalent Agile certification Excellent knowledge of Scrum techniques and artifacts (definition of done, user stories, automated testing, backlog refinement) and strong understanding of Agile methodologies including Scrum, Kanban, and Lean. Proven ability to lead, coach, and foster collaborative Agile teams, driving adoption and continuous improvement while resolving conflicts effectively. Expert in Agile tools and software such as JIRA and Confluence, including creating reports and dashboards. Outstanding facilitation, communication, and interpersonal skills; able to interact and influence colleagues at all levels. Preferred qualifications, capabilities and skills Management consulting or internal experience within Banking and Financial services, and/or mortgage banking/home lending industry preferred Promote a flexible team environment that can handle changes with agility while maintaining focus on managing deadlines, organizing and prioritizing work and delivering value to the business JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Chicago,IL $95,000.00 - $130,000.00 / year

Job Description Manager, Business Systems Commonfund is seeking an experienced Manager, Business Systems to lead our technology initiatives and drive operational excellence across complex, interrelated business systems that can be internal as well as external to Commonfund. This role requires a strategic leader who combines technical expertise with exceptional communication skills to bridge the gap between technical teams and business stakeholders. The ideal candidate will act as an interface between the development team, internal business groups and external vendors. Key Responsibilities Problem Resolution and Project Management Systematically identify, diagnose, and resolve issues across interconnected business systems Lead cross-functional teams to ensure timely resolution of critical business system challenges Make strategic decisions about when to communicate, escalate, and involve key stakeholders Translate complex technical concepts into clear, accessible language for non-technical audiences Facilitate technical discussions to achieve understanding and consensus among diverse stakeholders and business groups and explore opportunities for automation. Adapt communication style to match the technical proficiency of various audiences Present findings and recommendations to senior leadership using compelling visual and written materials Coordinate vendor relationships and manage external partnerships for system implementations Technical Operations Use SQL Management Studio to write SQL queries, perform data extraction using SQL or Excel Macro, connect to SQL server from Excel and build pivot tables. Maintain FTP accounts, supervise daily file transfers with Vendors using SFTP and troubleshoot file transfer issues. Perform data operations - extract, combine, analyze, and present data to business groups. Required Qualifications Bachelor's degree in Computer Science, Information Systems, or other related technical field 7+ years of progressive experience in business systems and technology leadership Experience in financial services or similar regulated industry. Good understanding of basic concepts of finance and asset management. Exposure to programming environments with some understanding of full development lifecycle Basic understanding of databases and database management. Proficiency in SQL query writing and optimization. Expertise in Microsoft Office Suite, particularly Excel (including VBA) and PowerPoint. Strong data analysis and visualization skills Ability to coordinate vendor relationships and external partnerships Strong organizational skills with attention to detail Preferred Qualifications Master's degree in relevant field Experience with Fund of Funds business PMP or similar project management certification Experience and knowledge of Salesforce will be a big plus. What We Offer Competitive salary and comprehensive benefits package Support for professional development and training Hybrid work environment Application Process Please submit your resume along with a cover letter highlighting relevant experience and examples of how you've successfully bridged technical and business teams to drive meaningful outcomes.

Elevate your career as a Project Manager II with us, where your leadership will drive transformative projects and shape the future of our industry. Join a dynamic team that values innovation and collaboration, offering unparalleled opportunities for professional growth and mobility. Leverage your expertise in project management to make a tangible impact, while enjoying a supportive environment that champions your success. Be part of a company that invests in your development and celebrates your achievements. Your next big career move starts here! As a Project Manager II within JPMorganChase, you will play a pivotal role in leading and managing strategic programs and initiatives from conception to execution. Your work will have a significant impact on various departments, ensuring alignment of operations with our business strategy and vision. You will apply your broad knowledge of project management principles and practices, leveraging your skills in data analytics, digital proficiency, and cross-functional collaboration to drive success. Your role will involve complex decision-making, requiring you to interpret policies and make decisions that directly affect departmental outcomes. You will also be responsible for managing a team, delegating tasks effectively, and fostering a culture of inclusivity and team growth. Your ability to think strategically, provide excellent customer service, and manage conflicts will be key to your success in this role. Job responsibilities Lead the planning and execution of complex, cross-functional projects, utilizing your skills in data analytics and digital proficiency to deliver results aligned with business strategy. Develop and manage integrated project plans, ensuring appropriate resources are assigned and milestones are met, while regularly communicating progress to stakeholders. Utilize your skills in conflict management and team building to foster a collaborative environment, resolving issues and risks that may arise during project execution. Apply your strategic thinking skills to identify potential scenarios, evaluate their impact and risk, and make informed decisions that directly affect departmental outcomes. Ensure all projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines, maintaining our control environment. Required qualifications, capabilities, and skills Proven expertise in managing or leading complex projects or programs from inception to execution, demonstrated through 4+ years of experience or equivalent. Demonstrated ability to apply advanced analytical, technical, and problem-solving skills in a project management context. Proven experience in utilizing data analytics to plan, analyze, and make inferences from data to offer continuous insight. Proficiency in using software applications, digital platforms, and other technological tools to solve problems, improve processes, and effectively communicate and collaborate with clients and stakeholders. Experience in managing a diverse team, with a focus on delegation, team building, and fostering an inclusive environment. Preferred qualifications, capabilities, and skills Integrate artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making. Implement automation to streamline project workflows and increase operational efficiency. Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. Primary Responsibilities As a member of the Business Transformation Services (BTS) team, this individual will provide project management support for initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This independent contributor will provide support, and work with project teams, to build out a project's governance, reporting and tracking, from initiation, to execution, and to scale. The candidate will be expected to think analytically, be detail oriented and client centric. Key responsibilities include: * Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project * Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy. * Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed * Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project * Ensure effective communication and reporting to functional teams, manager, and stakeholders * Support key program leads and resources in executing key deliverables * Independently identify opportunities to drive project/ programs forward Qualifications: * BS/BA degree required * A minimum of 2-4 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management * Ability to quickly turn around high-quality work in a fast-paced environment * Ability to drive delivery/execution of a wide range of tasks and initiatives independently * Ability to lead and influence cross-functional teams to meet delivery timelines * Ability to highlight key risks and issues that may impact the project/ program health, and manage the risk to closure * Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately * Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management * Independent self-starter who can manage multiple activities to aggressive deadlines * Eagerness to learn the business and understand detailed requirements * Organizational skills and ability to organize information in a meaningful way * Experience managing one or various workstreams * High attention to detail; follows through to ensure accuracy of materials * Skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint This role will be filled in one of the below locations: * Dallas, TX * Westchester, NY WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).