Position Summary

The Project Manager is responsible for enhancing our team member and member experiences by delivering essential, strategic projects intended to accomplish business goals and objectives. Project Managers at Wellby serve our clients to ensure we are meeting the needs they prioritize and to realize the outcomes they deem most valuable.

Principle Duties and Responsibilities

• Works with purpose and is driven to provide the best team member experience.

• Willingness and ability to exhibit Wellby Core Values every day.

• Initiating, planning, and overseeing moderately complex projects through the development of project plans, schedules, and resource assignments.

• Working with multiple internal teams, vendors, and clients.

• Actively participating in early discussions with clients and senior leadership to ensure a clear understanding of the client's desired goals and outcomes.

• Reviewing and understanding contracts and vendor obligations to limit liabilities and risks.

• Working with subject matter experts, project coordinators, and members of the project team to ensure project requirements are documented and understood.

• Determining what resources, processes, and other materials will be necessary to complete projects in the desired timelines.

• Developing plans for each phase of execution. This may involve delegating tasks or significant portions of the project to coordinators or other team members to help maintain a broad overall view of the entire project throughout.

• Ensuring projects adhere to established guardrails.

• Working closely with cross-functional teams to achieve project deliverables, milestones, and goals within established timeframes and budgets.

• Scheduling and facilitating project meetings to ensure collaboration across cross-functional teams.

• Ensuring consistent visibility for project teams by monitoring and reporting on business objectives, project achievements, and key performance indicators.

• Proactively identifying and removing obstacles and impediments.

• Creating strategies for risk mitigation and contingency planning.

• Ensuring stakeholder needs and expectations are managed towards the best solution.

• Briefing key stakeholders on progress, including preparing communications suitable for executive audiences.

• Communicating with and managing relationships with vendors and other partners.

• Ensuring appropriate project documentation is maintained.

• Participating in change management activities to improve the implementation experience and sustain changes.

• Fostering a positive and engaging work environment for team members and partners.

• Fostering a culture of continuous learning.

• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite.

• Knowledge of project management tools and methodologies.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

• Ability to thrive in a fast-paced team environment and manage time well.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to motivate others and to work in a large cross-functional team dynamic.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to lead and inspire dialogue including difficult conversations.  

Supervisory Responsibilities

• Team member does not have any supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a number of routine and generally related tasks without supervisory direction.

• The team member may make decisions regarding unusual circumstances on occasion.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the Vice President, Project Management Office.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• Bachelor’s degree in Project Management, Risk Management, Business Management, Compliance, or related field required (One year of relevant experience may be substituted for one year of required education.)

• Minimum three (3) to five (5) years of project management experience with strategic, complex projects.

• Experience with project management tools and methodologies including scope, schedule, cost, quality, and risk management.

• Preferred experience with project management at a financial institution.

For All Candidates:

This is a Full-Time, Salary (exempt) role.