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.
Required Qualifications: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.
Preferred Qualifications:- 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.
This is a hybrid position based in Philadelphia, PA.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.
