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Project Manager
NorthStar Financial Services
Omaha, NE, United States
Job Details - this job has expired, please see similar jobs below
Description
The Project Manager is responsible for working directly with, Product Managers, custodial partnerships and the institutional and onboarding client base of Orion Advisor Services, LLC (“OAS”), a wholly owned subsidiary of NorthStar Financial Services Group, LLC (“NorthStar”), to support the Orion Service Team on project activity falling outside of the operation department’s daily responsibilities. The Institutional Project Manager will be responsible for creating and maintaining project documents and project plans, as well as updating Executive Team members on progress.
What does this role entail?
PROJECT MANAGEMENT
• Acts as project manager and participates in special projects supporting the Product Management Team, Institutional Clients, SME Teams, Vendors and other clients as necessary
• Creates and maintains comprehensive project documentation using Smartsheet and Salesforce technology
• Works directly with clients and appropriate internal resources to develop project scope of work documents and project plans
• Manages change to scope and schedules accordingly
• Plans, budgets, oversees and documents all aspects of projects to ensure on time completion
• Reports, tracks and escalates projects and issues to leadership team as needed
• Opportunity to work through our program to achieve project management certifications
NEW TECHNOLOGY DEVELOPMENT
• Creates BRD’s and specifications for new development needs
• Works with the programming team to provide Statement of Work (SOW) for customized development
• Coordinates new development priorities with Director and Applications teams
• Responsible for testing new development to ensure specifications were met and released properly; this may include weekend hours for build release roll outs and testing
• SYSTEM
• Provides support/training to clients or internal teams on Orion’s various proprietary Connect applications when new technology is created or as needed.
• Participates in training sessions during Orion Tech Labs or Regional events, as needed.
• Periodic travel required to conduct onsite client visits for project management requirements or strategic visits
What skills and knowledge is needed:
• Knowledge and understanding of Salesforce CRM preferred
• Advanced knowledge and understanding of Orion Connect UI systems
• Ability to complete Statement of Work (SOW) forms
• Ability to represent Orion in client consultations to champion our products and services
• Effective problem solving, organization, and cost-benefit analysis skills
Education and Experience:
• Minimum of a Bachelor's degree in Business Administration, Finance or related field required
• Minimum of 6 months Orion systems experience required
• Demonstrated advanced knowledge of Orion reports required
• Minimum of 2 years’ experience working within financial services, technology, or client service industries preferred
• Orion Series 65 certification must be obtained within 90 days of employment
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