Asset Wealth Management Operations – Discretionary Accounts Control – Vice President Project Manager - Columbus. OH

Join a dynamic team where your organizational skills and problem-solving abilities will make a real difference. As a key contributor, you’ll collaborate with stakeholders across multiple business areas, shaping the future of our products and processes. This is your opportunity to work in a fast-paced environment, supporting transformation and innovation. We value your critical thinking and self-motivation, and offer a platform to grow your career. Be part of a team that thrives on partnership, performance, and continuous improvement.

As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and partner with stakeholders to deliver impactful business initiatives. Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance. You are highly organized, self-motivated, and a critical thinker and problem solver. You help us maintain a proactive risk and control culture while supporting product development and change management. Together, we create value for our clients and our organization.

Job Responsibilities

• Build and maintain roadmaps that depict feature and functionality timelines
• Track releases and ensure timely delivery of product enhancements
• Participate in daily scrum meetings, planning, reviews, and retrospectives
• Support the development team by answering questions and clarifying requirements
• Assist in prioritizing the product backlog based on business cases
• Partner with product, proposal, trade, technology, risk, legal, compliance, and operations teams to manage prioritization, resourcing, controls, readiness, and change management plans
• Drive solutions across the organization by working with stakeholders in multiple functions and lines of business
• Assist in transformation efforts, such as the OLY NYC to Omni conversion
• Facilitate effective requirements discussions focused on solving business problems
• Write requirements, typically as user stories and epics
• Share upcoming and current system features and functionality through end-user demos

Required Qualifications, Capabilities, and Skills

• 3 years of business banking, controls, risk, or portfolio management experience
• Bachelor’s degree or equivalent experience
• Demonstrate effective execution and drive towards product vision
• Maintain a customer-centric focus and strong rapport with end users
• Analyze opportunities and problems, recommend solutions, and communicate effectively and confidently, both verbally and in writing
• Create a proactive risk and control culture using proven evaluation strategies and sound change management protocols
• Provide support for the end-to-end execution of the Risk & Control Self-Assessment, including control breaks and resolutions, to reduce financial loss, regulatory exposure, and reputational risk

Preferred Qualifications, Capabilities, and Skills

• Balance user needs, business objectives, and technical feasibility while managing product delivery timelines
• Comfortable interacting with and presenting to all levels of management
• Review and analyze program-related data (such as KRI/KPI) to support business programs and strategies
• Hold active Series 7, 66, 9, and 10 licenses