What are the responsibilities and job description for the Business Technology Leader position at Janney Montgomery Scott LLC?
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 Janney Information Technology department has been a major contributor toward Janney productivity with successive years of record enterprise growth. The culture focuses on valuing individual contributions toward team accomplishments where employees have much say in their job. Janney IT has been recognized within the financial services industry including: a CIO 100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in the category of Technology for Broker-dealers with less than 1000 Advisors, and most importantly - awarded seven consecutive years by Computerworld as one of the 100 Best Places to Work in IT.
This Project Manager role serves as a technical liaison supporting Janney's Private Client Group, driving technology initiatives geared toward our financial advisors. Working in a Kanban-based delivery model, the Project Manager sits alongside business-side project managers and partners closely with software engineers and business analysts, translating business objectives into clear, well-formed requirements for the development team. The role uses Azure DevOps and AI-assisted tools to streamline requirements gathering and keep delivery moving efficiently. The ideal candidate combines a technical background with financial services knowledge and is comfortable operating at the intersection of business strategy and software delivery.
Responsibilities
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 Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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. People are our strongest asset.
We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
The Janney Information Technology department has been a major contributor toward Janney productivity with successive years of record enterprise growth. The culture focuses on valuing individual contributions toward team accomplishments where employees have much say in their job. Janney IT has been recognized within the financial services industry including: a CIO 100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in the category of Technology for Broker-dealers with less than 1000 Advisors, and most importantly - awarded seven consecutive years by Computerworld as one of the 100 Best Places to Work in IT.
This Project Manager role serves as a technical liaison supporting Janney's Private Client Group, driving technology initiatives geared toward our financial advisors. Working in a Kanban-based delivery model, the Project Manager sits alongside business-side project managers and partners closely with software engineers and business analysts, translating business objectives into clear, well-formed requirements for the development team. The role uses Azure DevOps and AI-assisted tools to streamline requirements gathering and keep delivery moving efficiently. The ideal candidate combines a technical background with financial services knowledge and is comfortable operating at the intersection of business strategy and software delivery.
Responsibilities
- Serve as the primary technical liaison between Private Client Group business stakeholders and business-side project managers, and the software development team.
- Translate business objectives and requirements from Private Client Group project managers into clear, well-documented, and technically actionable user stories and requirements for developers.
- Manage and groom the product backlog in Azure DevOps, ensuring work items are prioritized, well defined, and ready for development within a Kanban delivery model.
- Facilitate Kanban ceremonies, including daily stand-ups, backlog refinement, and flow/cycle-time reviews, to maintain visibility into work in progress and throughput.
- Leverage AI-assisted tools to streamline requirements gathering, documentation, and analysis.
- Partner with software engineers and business analysts throughout the software development lifecycle, from requirements through testing, deployment, and post-implementation support.
- Lead planning sessions to define project scope, objectives, milestones, and success metrics.
- Research and evaluate proposed technical solutions in collaboration with both technical and business partners.
- Track and communicate project status, risks, and progress to business and technology stakeholders.
- Support troubleshooting and root-cause analysis on system issues affecting financial advisors, documenting actionable resolutions.
- Triage second-level system issues and distribute work items to the development team.
- Assist with overall project implementation, including rollout planning, communication, and end-user training.
- Perform additional duties as assigned by the Manager.
- Bachelor's degree in Computer/Information Sciences, Finance, or a related discipline.
- At least 5 years of Project Management/Business Analysis experience, ideally supporting financial services or wealth management technology initiatives.
- Technical background and aptitude, with the ability to work effectively and communicate directly with software engineers.
- Financial services background strongly encouraged, including familiarity with the needs of financial advisors and wealth management operations.
- Strong analytical and problem-solving skills, with proven ability to translate business needs into clear technical requirements.
- Hands-on experience with Azure DevOps (or a similar ALM tool) for backlog management, work item tracking, and Kanban/sprint board management.
- Experience working in a Kanban or other Agile delivery model, partnering with cross-functional software engineering and business analyst teams.
- Excellent written and verbal communication skills; comfortable facilitating discussions between business and technical teams.
- Strong organizational and time-management skills, with the ability to manage multiple concurrent initiatives and competing priorities.
- Comfortable leveraging AI tools to improve the efficiency of requirements gathering and documentation.
- Prior financial services or brokerage industry experience.
- Working knowledge of Microsoft SQL a plus.
- Experience with project tracking tools such as Monday.com a plus.
- PMP or similar certification a plus.
- Familiarity with broker-dealer compliance rules and/or Series 7 a plus.
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 Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, 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. People are our strongest asset.
We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.