Project Manager - Wealth Management

Wealth investment product process (Unit Trust, Fixed Income, Structured Products, Insurance)

Key Responsibilities

Stakeholder and Communications Management

Manage all aspects of project and program engagement from planning, external vendor relationships, communications, resources, budget, change, risks and issues

Continually manage stakeholder expectations through governance processes

Deliver appropriate and effective executive level communication

Provide status reporting regarding milestones, deliverable, dependencies, communicating across leadership and business stakeholders

Process and Delivery Execution

Manage a portfolio of complex initiatives that span one or multiple lines of business

Own the full project life cycle end to end

Ensure the program is aligned to and supports strategic objectives

Prepare detailed project plan for all phases of the project

Manage the day-to-day project activities, including project management working and steering committees

Understand interdependencies between technology, operations and business needs

Monitor, track and control outcomes to resolve issues, conflicts, dependencies and critical path deliverables

Ensure that projects and programs are proceeding according to scope, schedule, budget and quality standards

Requirements:

Seasoned project manager with deep product and operational expertise in banking and investments, preferably Wealth Management

Sound knowledge in Wealth operational process, investment products domain and services.

Degree in an appropriate field of study or equivalent

Project Management Professional (PMP) / PRINCE II certification is a plus

A confident and self-aware leader with a high degree of independence with analytical/problem solving ability

Demonstrated at least 15 years of experience in project management with the focus on financial services

Able to clearly articulates complex matters and provide recommendations on best course of action to be taken

Full end to end project management in a lead role

Direct responsibility of project budgets of $5 - $20 million dollars

Executive level communication skills with excellent written and verbal communication

Ability to multi-task and perform well under pressure

About CLPS RiDiK

RiDiK is a global technology solutions provider and a subsidiary of CLPS Incorporation (NASDAQ: CLPS), delivering cutting-edge end-to-end services across banking, wealth management, and e-commerce. With deep expertise in AI, cloud, big data, and blockchain, we support clients across Asia, North America, and the Middle East in driving digital transformation and achieving sustainable growth. Operating from regional hubs in 10 countries and backed by a global delivery network, we combine local insight with technical excellence to deliver real, measurable impact. Join RiDiK and be part of an innovative, fast-growing team shaping the future of technology across industries.

Job Type: Contract Contract length: 12 months

Pay: $8,000.00 - $10,000.00 per month

Work Location: In person