Senior Project Manager - Direct investment Unit exp, integration and investment data- Remote

Yoh, A Day & Zimmermann Company is seeking a Senior Project Manager to lead the integration of acquired investment management businesses into their evolving data and operating model. The role involves coordinating cross-functional teams, driving execution, and ensuring alignment between business, investment, operations, and technology stakeholders.

Responsibilities:

• Lead integration efforts across acquired entities and existing enterprise platforms
• Coordinate business, investment, operations, compliance, and technology teams to ensure successful delivery of integration initiatives
• Develop and manage project plans, milestones, dependencies, risks, and issues
• Facilitate stakeholder meetings and drive alignment across multiple teams and locations
• Partner with data, reporting, and technology teams to ensure successful integration of investment and operational data
• Identify and resolve obstacles impacting project delivery
• Provide leadership and mentorship to junior team members and project participants
• Act as a trusted liaison between business stakeholders and technical teams
• Support relationship management activities until permanent organizational structures are established

Requirements:

• 10+ years of project or program management experience within investment management, asset management, wealth management, or financial services
• Demonstrated success leading large-scale business or technology integration initiatives
• Strong understanding of investment operations, portfolio management workflows, and data-driven business processes
• Experience working with data management, reporting, analytics, or enterprise technology initiatives
• Exceptional communication, stakeholder management, and organizational skills
• Proven ability to influence without direct authority and coordinate multiple teams simultaneously
• PMP or equivalent certification preferred
• Investment management platforms and operating models
• Data integration, reporting, analytics, and enterprise transformation initiatives
• Experience working with global or distributed teams