Own end‑to‑end delivery across multiple parallel workstreams (e.g., field engagement, technology, operations, compliance, reporting)
Build and manage a detailed integrated project plan, critical path, dependency map, and milestones; drive daily execution and remove blockers
Establish governance (steering committee, workstream leads, cadence, RACI) and maintain decision logs, RAID (Risks, Assumptions, Issues, Dependencies), and change control
Serve as the primary point of contact between the financial institution, internal business leaders, vendors, and field partners
Run executive-ready status reporting (health, milestones, risks, financials), facilitate leadership read‑outs, and ensure alignment on scope and outcomes
Define and track success metrics/KPIs (e.g., conversion completion, NIGO rates, time‑to-first‑trade, AUM/flows, advisor adoption, service SLAs)
Partner with analysts to monitor ramp‑up progress, identify trends/issues, and recommend corrective actions to accelerate outcomes
Present data‑driven insights and recommendations to business leaders and the institution’s leadership
Proactively manage regulatory, privacy, and operational risks (especially for broker‑dealer and advisory activities); ensure control adherence and audit readiness