Program Manager
The Group:
The Investment Management group is a global team guided by Morningstar's mission, values and principles to deliver investment, advisory and software solutions to enable great financial advice to ultimately empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar's unique data, analytics and research. This unique investment data and analytics powers our portfolio accounting and aggregation engines. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.
The Role:
We seek an enthusiastic, results-driven candidate to serve as a hands-on Program Manager. This person will work with internal partners in product management, technology, design, marketing, operations, service, and sales to drive high-profile, complex initiatives forward. This role will focus on new product development for the ByAllAccounts financial data aggregation platform including integrations across multiple internal and external systems. ByAllAccounts specializes in the unique demands and challenges of investors and financial advisors, with solutions to meet the entire spectrum of business needs including investor engagement and holistic portfolio visibility for advisors.
We are looking for someone with a strong background in technical program/project management, Agile product development, and process improvement. Experience in strategizing, planning, managing and implementing concurrent complex technical projects across cross-functional teams using hybrid project management practices is required. The ability to communicate clearly at all levels, form strong relationships with team members and business partners, and proactively identify and control risks and dependencies is critical in this role.
Responsibilities:
- Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute product strategy and deliver on commitments.
- Directly lead multiple initiatives concurrently to include planning, scheduling, and delivery.
- Working with delivery teams to ensure that project goals are successfully met within budget and to high quality standards.
- Communicate regular program and project level updates across all stakeholder groups.
- Identify and handle dependencies between multiple teams throughout the organization.
- Coach teams to identify and solve project issues effectively.
- Identify, monitor, and mitigate project risks.
- Lead program reviews with business partners to report on and facilitate conversations regarding KPI status, progress, resources, and risks.
- Establish and maintain trusted relationships with product managers, designers, technology teams, and business partners.
- Ensure that the program embraces Agile methodology and serve as Scrum Master and Agile coach.
Requirements:
- Bachelor's Degree
- Proven track record as a senior project manager or program manager
- 5-10+ years of experience working on complex project and/or programs
- Experience in Agile development practices as a Scrum Master
- Experience configuring Atlassian JIRA, JIRA Align and/or Confluence
- Proven ability to lead a cross-functional team
- Ability to work through differing opinions while contributing consistently and positively in a dynamic, high-paced, and often unpredictable work environment
- Effective in promoting a collaborative environment
- Solid leadership, time management, facilitation, and interpersonal skills
- Experience leading projects in financial services or software product development is a plus
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