Lead a high-impact portfolio of learning and enablement initiatives that empower financial advisors to embrace a holistic wealth management approach. In this role, you'll bridge strategy and execution, guiding multidisciplinary teams to deliver transformative training solutions while championing modern, AI-driven delivery practices. Req.#[redacted] Responsibilities Oversee multiple concurrent learning and enablement projects from conception through deployment, ensuring alignment with client goals, timelines, and budgets Develop comprehensive project plans, establish clear milestones, and maintain rigorous tracking of deliverables across the portfolio Lead client-facing status meetings, delivering clear updates and proactively identifying and mitigating project risks Partner with account management teams to monitor project financial health, including profitability, burn rates, and budget metrics Drive resource planning and allocation, ensuring cross-functional teams are staffed with the right talent for each initiative Champion the team's AI adoption journey, promoting the integration of generative AI tools to optimize production workflows Requirements 8+ years of Project or Delivery Management experience, successfully managing multiple complex projects simultaneously Exceptional client-facing consulting skills, with the ability to build trust and influence senior stakeholders Strong knowledge of Agile methodologies, including Scrum and Kanban, with experience fostering self-organizing teams Elite verbal and written communication skills, with the ability to translate complex risks and progress into executive summaries Outstanding ability to navigate ambiguity, bring structure to vague requirements, and make confident, data-driven decisions High proficiency with project management tools and practical experience incorporating generative AI into daily workflows Working knowledge of basic project budget structures, including Statements of Work and financial estimation processes Prior experience in the EdTech, Financial Services, Wealth Management, or FinTech sectors is welcomed Active SAFe (Scaled Agile Framework) certification is highly desirable