Senior Project Manager

Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

SUMMARY:

The Senior Project Manager leads the planning and execution of the project throughout its life cycle. Responsibilities include the coordination and completion of projects in a timely manner and within budget and scope. Manage all aspects of projects, set deadlines, assign responsibilities and monitor and summarize progress of project.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

This position will lead and/or participate in the following activities to plan, analyze and execute against the product strategy, product lines, roadmaps, portfolio, programs, projects, business cases and requirements.

• Drive the strategic and operational planning for projects
• Coordinate resources for the execution of the project
• Lay out the definition of the project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility
• Ensure resource availability and allocation.
• Develop a detailed project plan to monitor and track progress.
• Manage changes to the project scope, project schedule and project costs using appropriate verification tools.
• Create and maintain comprehensive project documentation
• Track project performance, specifically to analyze the successful completion of short and long-term goals
• Meet budgetary objectives and make adjustments to project constraints based on financial analysis
• Establish forecasting and measurement to ensure all adoption, efficiency and financial objectives are met.
• Ensure all projects are delivered on-time, within scope and within budget.
  
  

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

To perform this job successfully, individual should have the following skills and abilities:

• Proven working experience in project management
• Excellent client-facing and internal communication skills
• Excellent written and verbal communication skills
• Solid organizational skills including attention to detail and multitasking skills
• Strong working knowledge of Microsoft Office
• Proven ability to drive and deliver results.
  
  

SUPERVISORY RESPONSIBILITIES:

• Will initially lead and manage the Onboarding Team. This may be temporary or permanent – depending on progress and appetite.
  
  

EDUCATION AND/OR EXPERIENCE:

• Bachelor's degree in business, management or related field required
• 15 years’ experience in project management
  
  

CERTIFICATES, LICENSES, REGISTRATION: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• Position is located in Atlanta, GA office.
• Must be able to work in the office during scheduled work hours.
  
  

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.