The Role
Seeking a Project Manager with 10+ years in Project Management in financial services to lead client engagements and drive transformation initiatives.
Summary Generated by Built In
Project Manager
About the Role
Vertical Relevance is seeking a Project Manager / Management Consultant to join our team as a full-time remote employee. This role is ideal for a seasoned professional with deep experience in financial services and a passion for driving transformation across people, processes, and workflows.
As a key member of our consulting team, you will lead customer engagements, implement strategic solutions, and ensure successful delivery through strong communication, organization, and leadership.Role Overview- Position: Full-Time Remote Project Manager
- Industry Focus: Financial Services (Banking, Wealth Management, Asset Management, Insurance)
- Mission: Deliver transformation programs that align with client goals and drive measurable outcomesKey Responsibilities
We empower our clients by enhancing organizational capabilities, improving data collection and governance, and refining business strategies to unlock new opportunities.Equal Opportunity Statement
About the Role
Vertical Relevance is seeking a Project Manager / Management Consultant to join our team as a full-time remote employee. This role is ideal for a seasoned professional with deep experience in financial services and a passion for driving transformation across people, processes, and workflows.
As a key member of our consulting team, you will lead customer engagements, implement strategic solutions, and ensure successful delivery through strong communication, organization, and leadership.Role Overview- Position: Full-Time Remote Project Manager
- Industry Focus: Financial Services (Banking, Wealth Management, Asset Management, Insurance)
- Mission: Deliver transformation programs that align with client goals and drive measurable outcomesKey Responsibilities
- Lead and implement solutions for client engagements, ensuring alignment with business objectives.
- Manage multiple priorities and deliverables independently across complex projects.
- Communicate effectively with stakeholders at all levels, including senior leadership.
- Drive success through collaboration, automation, continuous learning, and ownership.
- Apply industry knowledge to improve business processes and compliance frameworks.
- Support strategic planning, scope definition, scheduling, cost control, and quality assurance.
- 10+ years in Project Management, Banking, Risk, Regulatory Compliance, Audit, or Governance.
- 5+ years in Financial Services or Banking.
- 5+ years in Management Consulting or client-facing consulting roles.
- 2+ years in supervisory or project leadership positions.
- Strong understanding of business processes in Risk, Treasury, Payments, Banking Compliance, and Finance.
- Excellent verbal and written communication skills.
- Proficiency in MS Office Suite, MS Project, and especially PowerPoint.
- Familiarity with OCC rules and banking regulations (preferred).
- Values: Excellence, teamwork, automation, continuous learning, ownership.
- Services: Strategy, design, implementation, and training.
- Team: Consultants with an average of 20+ years of industry experience.
We empower our clients by enhancing organizational capabilities, improving data collection and governance, and refining business strategies to unlock new opportunities.Equal Opportunity Statement
Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, national origin, disability, veteran status, age, or any other protected characteristic.
Top Skills
Ms Office Suite
Ms Project
PowerPoint
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The Company
What We Do
Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. We focus on new generation processes and technologies and combine with a superior level of industry experience to bring firms gains in productivity, visibility and effectiveness.
