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About the role
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TRANSACTION BANKING
We aim to build a modern and digital-first transaction banking solution to serve our clients. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up. Our goal is to provide a best-in-class digital product that helps clients to succeed by giving them a holistic view of their business. Through the use of modern technology built on the cloud, we are the alternative to legacy platforms. We’re a team of diverse experts helping our clients to build the future of their Treasury.
Responsibilities
The Transaction Banking Delivery team is a group of Project Managers and Roadmap Portfolio Managers who are responsible for planning and execution of cross-functional products and features build, drive impact assessment, track detailed project plans and commitments, manage risks and dependencies, and partner with product, engineering, risk, operations, sales and core functions.
Lead complex and strategic cross divisional initiatives in partnership with front to back business teams including product, design, engineering and operations teams
Understand and articulate how projects and benefits fit into both the program and broader firm strategy with the ability to influence and shape this
Recognize, report, and escalate project risks to senior partners; oversee remediation of risks raised
Provide transparency and progress of projects, issues, timelines, and budgets through application of the TxB delivery operating model
Identify and remove impediments at program level, leveraging stakeholders, sponsorship, and other relationships to do so
Work with product owners to build the strategic vision and forward-looking roadmap and refine the backlog of demand, while balancing competing priorities
Manage go-to-market planning including operational readiness, trainings, communications, committee approvals across multiple stakeholder groups
Work closely with senior members of the TxB leadership team to develop materials for firmwide committees
Hold varied responsibilities spanning across project management, business analysis, senior stakeholder communications
Basic Qualifications
Bachelor’s degree with 10+ years of industry experience in the commercial banking domain
Strong analytical and problem solving aptitude
Strong project management skills with the ability to manage various efforts across multiple internal and external partners concurrently
Strong technical proficiency - Although coding ability is not required, it is imperative to be able to drive functional flows and architecture, clearly understanding and managing dependencies across different system components and teams
Proven track record leveraging AI tools to boost productivity, streamline workflows, and drive operational efficiency
Agile certified a strong plus; experience working within scrum teams and leading Agile ceremonies is critical
Efficiency, organization skills and deep attention to detail are imperative
Superior communicator with professional presentation skills
Strong team player with an ability to work independently in a collaborative and fast-paced environment
Self-motivated individual seeking a fast-paced and rapidly evolving organization
Fast learner, ability to navigate the organization and get up to speed quickly on key topics
Ability to connect the dots across projects and budget activities
Ability to forge trusted partnerships with executive level stakeholders
Experience in the financial services industry is strongly preferred
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