• Minimum 15 years of experience in project management, at least 5 years on projects specifically within the financial services or wealth management industry. • PMP certification required; additional certifications such as PRINCE2 or Agile/Scrum are highly desirable. • Excellent knowledge of project management methodologies (e.g., Agile, Waterfall) and tools. • Strong understanding of accounts payable processes, financial planning analysis, and analytics in the wealth management industry.