Scrum / Project Manager (Financial Services)

Position Summary

We are seeking an experienced Scrum or Project Manager with a strong background in financial services to lead cross-functional initiatives that support investment operations, technology delivery, and enterprise transformation. This role will manage Agile or hybrid project environments, partner with business and technical stakeholders, and ensure projects are delivered on time, within scope, and aligned with strategic objectives.

Key Responsibilities

Lead end-to-end project delivery across technology, investment, and operational teams

Facilitate Scrum ceremonies (stand-ups, sprint planning, retrospectives, reviews) when operating in Agile environments

Manage project scope, timeline, budget, risks, and stakeholder communication

Coordinate across portfolio managers, analysts, operations, compliance, and IT teams

Translate business requirements into actionable project plans and delivery roadmaps

Track and report progress, KPIs, and project health metrics to leadership

Identify blockers and proactively drive resolution

Support change management, adoption, and training for new systems or processes

Ensure alignment with regulatory, audit, and compliance standards relevant to financial institutions

Required Qualifications

5+ years of experience in Project Management or Scrum leadership

Prior experience in financial services, asset management, investment management, or banking environments

Proven ability to manage complex, multi-stakeholder initiatives

Strong understanding of Agile, Scrum, and/or hybrid delivery methodologies

Experience using project tools (e.g., Jira, Azure DevOps, Smartsheet, MS Project, or similar)

Excellent communication and stakeholder management skills

Strong analytical, organizational, and problem-solving abilities

Preferred Qualifications

Scrum Master (CSM, PSM) or PMP certification

Experience supporting investment operations, portfolio systems, trading platforms, or financial data projects

Exposure to regulatory or compliance-driven environments

Background working with enterprise transformation or system implementation initiatives