Advisory Solutions Project Manager

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Advisory Solutions Project Manager, will partner and manage each project critical to the Advisory business to support Advisors and Home Office employees. This role will be high visibility position with responsibilities that require frequent interactions with many individuals across the firm.

 

What you are good at:

• Advisory/Managed Accounts knowledge – experience of Advisory fee-based programs and platforms
• Initiative - identifying ways to improve the Advisory Advisor and Client experience
• Client Service – keeping the needs of Advisors and  teams, front of mind;
• Relationship Management - coordinating with various individuals across the firm, including Advisors to understand future development needs;
• Project Management –ongoing development of many systems while effectively coordinating with internal and external stakeholders

 

Responsibilities:

• Serve as subject matter expert on Janney’s Advisory programs, platforms and technology, including firm-wide technology, supporting the Advisors and teams
• Along with the programs/platform team, manage the process of implementing a new portfolio construction tool for use by Advisors and teams
• Help design and develop an Advisor Discretionary UMA program for Advisor efficiencies
• Along with Advisory Trading, manage all developments pertaining to Vestmark
• Schedule calls and coordinate with resources for execution on multiple projects to ensure projects are delivered on-time and within scope and budget
• Create project plan for each Advisory project and confirm progress, risks, challenges, dependencies, etc
• Monitor project progress and solve issues as they arise
• Report and escalate to management as appropriate
• Prepare meeting minutes and document key decisions and next steps
• Create and distribute a bi-weekly report card for management on project status
• Engage all teams for vendor evaluation for components related to the Advisory platform
• Perform quality assurance testing alongside other SMEs
• Liaise with a cross-functional team to devise and plan the effective rollout and, ensuring the application is used to its full potential (adoption) across the organization
• Support the continuous development of the Advisory platform aligning to the evolving needs of the business
• Use internal and external resources to design and deliver system changes that will enable us to meet our goals
• Partner with Advisory program/platform team to educate on UMA benefits to be champions across branches to improve the usage and adoption of a scalable Advisory program

 What you have:

• Bachelor’s degree in Finance
• Series 7 and Series 66
• Minimum of 10 years of Advisory business experience within the financial services industry
• Commitment to obtaining PMP license within 5 years
• Janney Advisory business experience preferred
• Ability to work in a self-directed manner with high level of initiative, attention to detail, ability to multi-task & prioritize and consistently meet deadlines
• Proven written and oral communication skills and the ability to communicate effectively with a wide variety of audiences
• Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels 

 

 

Why work for us?  

 

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.  

 

 

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture.  People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. 

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.