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Senior AI Project Manager – Broker Dealer & Wealth Management
Overview
Seeking a Senior AI Project Manager to lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment. This role owns delivery end-to-end-from project definition through deployment-while ensuring alignment between business objectives, data teams, and regulatory requirements.
Must Haves
Domain & Experience
- 7+ years of project or program management experience, including AI/ML or data-driven initiatives
- Direct experience in Broker Dealer & Wealth Management environments (required)
- Proven delivery experience in financial services or highly regulated environments
- Hands-on experience managing large, complex programs with minimal supervision
AI / Technical Understanding
- Strong understanding of the AI/ML lifecycle: data pipelines, model training/testing, evaluation, deployment, and MLOps
- Working knowledge of data quality, governance, bias, privacy, and ethical AI considerations
- Familiarity with cloud platforms (AWS, Azure, or GCP) and AI/engineering tools (e.g., Jira, Git, TensorFlow, PyTorch)
Project & Delivery Leadership
- Define and manage scope, schedule, cost, risk, resources, and quality
- Create and maintain detailed project plans, milestones, dependencies, and reporting
- Lead cross-functional teams including data scientists, ML engineers, data engineers, and business stakeholders
- Own project governance: status reporting, risk/issue management, change control, and gate approvals
- Ensure consistent use of project management methodologies, tools, and documentation standards
Business & Stakeholder Management
- Translate business goals into technical requirements and technical outcomes into business value
- Act as the primary stakeholder liaison, ensuring alignment and clear communication at all levels
- Drive measurable outcomes, including ROI and value realization
Methodologies & Tools
- Strong proficiency in Agile, Scrum, or hybrid delivery models
- Advanced use of Jira, Confluence, and project/portfolio management tools
- Experience leveraging automation or AI-assisted tools for planning, reporting, or risk management
Professional Skills
- Strong analytical, problem-solving, and decision-making capabilities
- Excellent written and verbal communication skills
- Proven ability to lead teams, manage conflict, and mentor project resources
- High standards of ethics, accountability, and organizational discipline
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Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position.
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