Wealth Management Project/Program Manager – 25-04118

Required Experience:10 Years

Hartford ,CONNECTICUT ,US
Date of Posting : Aug 13 2025
Contract

Job Title: Project/Program Manager - Wealth Advisory

Location: Remote (with optional travelling)

Employment Type: Contract

Duration: Long-Term Duration

About VLink: Started in 2006 and headquartered in Connecticut, VLink is one of the fastest growing digital technology services and consulting companies. Since its inception, our innovative team members have been solving the most complex business, and IT challenges of our global clients.

Job Description:

Project/Program Manager - Wealth Advisory

As a Project Manager in the US Wealth Management team, you will engage in diverse projects and support key business transformation initiatives. You will manage multiple projects throughout their lifecycle, exploring new ventures, business process enhancements, configuration updates, and system modifications. By collaborating closely with Business, Operations, and Technology teams, you will ensure successful project deliverables. Your main responsibilities will include gathering and analyzing project requirements through interviews, document analysis, workshops, surveys, site visits, business process descriptions, use cases, scenarios, and task and workflow analysis.

Job Responsibilities

Gather and analyze complex data and develop accurate conclusions with sufficient comprehension of the business to understand risk implications

Understand user experience to aid support in defect troubleshooting

Facilitate forums to address the priority of reported enhancements and defects

Evaluate existing project management processes and look for areas of improvement

Assist with change management as new features are delivered through systematic integrations

Required Qualifications, Capabilities And Skills

Minimum of 5 years of experience as a Project Manager or in a comparable role

Bachelor's degree from an accredited institution

Collaborative team player who thrives in dynamic and ever-evolving environments

Highly disciplined, self-motivated, and delivery-focused, with the ability to work independently

Proven ability to positively influence change and foster a supportive change management environment

Exceptional verbal and written communication skills

Proficiency in Microsoft Office, including intermediate to advanced skills in Excel, Visio, and PowerPoin

Strong background in Wealth Management

Excellent communication skills are a must

A mix of 70% Project Management and 30% Business Analysis experience would be ideal

MANDATORY EXPERIENCE OF MORE THAT 6-7 YEARS WITH OMNI TOOL

Job Description :

We are seeking a highly motivated and experienced Project Manager with a strong background in Wealth Management products. The ideal candidate will be responsible for leading end-to-end delivery of complex projects involving digital transformation, regulatory compliance, product enhancements, and technology implementations across wealth and investment domains.

Employment Practices:

EEO, ADA, FMLA Compliant

VLink is an equal opportunity employer. At VLink, we are committed to embracing diversity, multiculturalism, and inclusion. VLink does not discriminate on the basis of race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. All aspects of employment including the decision to hire, promote, or discharge, will be decided on the basis of qualifications, merit, performance, and business needs.

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