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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

Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position.

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