Responsibilities

For this large financial institution, provide Relationship Program Management for the customer experience team supporting wealth, brokerage and retirement products. 

Our client has reporting to her the role of “ambassador”.  The ambassador builds relationships with other lines of businesses; specifically those with wholesale including treasury management, corporate trust services, commercial lending, and asset based lending, commercial real estate and so on.  The wholesale stakeholders have many merger work streams with multiple ambassadors engaging with the stakeholders.  The title of ambassador indicates the importance in building these relationships with partners, who are extremely busy with their own merger work.  Each ambassador works to determine what impact these other LOB’s merger activities will have on the team members and clients of wealth, brokerage and retirement. 

Our client has turned to us to add an ambassador program manager to her team to develop and manage a holistic program across all the Wholesale ambassador’s impact projects. The successful M Squared program manager will engage with each ambassador, develop and manage a holistic overarching program to track all activity across Wholesale, determining high priority impacts, risk and issues.  S/he will coordinate with the existing wholesale ambassadors for the various wholesale events to drive deliverable completion along with creating an overall wholesale client and team member impact summary.

The responsibilities will include but not be limited to the following;

·        Understand the over-arching project vision and manage the program level plan for all impacts related to LOB integration

·        Collaborate with other team members on planning

·        Manage interdependencies between business and integration projects and facilitate communications among impacted teams

·        Facilitate the necessary issues management and risk management tasks; specifically identify options  and mitigation risks

·        Track and facilitate resolution to impacts and issues

·        Run weekly progress meetings and special working meetings to communicate information, obtain updates on all projects and identify/review/assign/resolve issues

·        Provide progress reports to LOB lead and other stakeholders on a calendared schedule

M Squared understands that documentation must be produced to keep the entire group well informed, and anticipate issues and opportunities with regard to keeping everyone on track and progressing toward the ultimate goal.

The consultant will be needed full time through the end of September 2010   Present of candidates will take place the Thursday, November 12 with interviews immediately following.  Work will commence upon selection and will be onsite in the company’s location in Charlotte North Carolina. 

Deliverables

·        Ownership (including tracking, follow-up and closure) of action items and open issues list

·        Formal and informal (where appropriate) project management tools that enable all team members to be effective 

·        Detailed deliverable milestones include;

·        A day-to-day workable project plan that uses small-scale milestones to ensure consistent forward movement, including formal tracking and reporting of progress

·        Roll-ups of impacts from multiple ambassadors into a consolidated Integration program plan

·        Identification, escalation, resolution and follow-up on milestones and issues

·        Visual representations of Program Plan for reporting to Senior and Executive level managers

·        Timely documentation of agendas and minutes from team meetings

·        Effective weekly team meetings and special working sessions

Value to the Client

Our client will have the benefit of an “ambassador” to manage a holistic program across  multiple relationships with wholesale business partners, focusing on the LOB merger activities that effect wealth, brokerage and retirement  thus ensuring a better team member and customer experience.

Industry Experience

·        Financial Services experience is required

·        Wholesale experience highly beneficial but NOT mandatory, important to relate to business partners

·        Wealth management experience helpful but not required

Functional Experience

·        Program management experience, specifically with a large management consulting company is preferred

·        Strong presentation skills (especially to senior management), ability to express ideas via Power Point

·        Knowledge of MS Office Suite, including experienced with Power Point

Personality/Other Attributes

·        Excellent relationship building and client partnering skills, team oriented

·        Effectiveness to ask the right questions

·        Exceptional written, oral, and interpersonal communications skills, with team members on all levels 

·        Detail-oriented, analytical and execution

·        Ability to work independently, handle several projects simultaneously and prioritize effectively

·        Comfortable in a fast-paced/dynamic environment

·        Self-directed and motivated; able to resolve issues/suggest solutions with minimal guidance