Senior Technology Project Manager

J Harlan Group, LLC - New York, NY

Senior Technology Project Manager

NYC Innovation Center – Asset Management

J Harlan Group is currently conducting a search for a Senior Technology Project Manager at a prominent Asset Manager in their NYC Technology Development Center (TDC).

This is a “hands-on”, technology project management role where you will be responsible for managing all aspects of diverse technology projects, products, or programs. Typically involves multiple disciplines within the IT/Software function. Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure project, product, or program goals and requirements are met. Employ scrum master techniques in Agile development practices.

The role provides an opportunity to solve complex business, data and technical challenges. As a key contributor throughout the entire development cycle, you will be required to think outside the box and deliver cutting edge technology solutions.

Technologists at this organization are playing a key role in helping build the future of financial services, working hand-in-hand with business partners to create client experiences that are changing the way people invest.


  • Leverage strong technical expertise to direct and provide guidance for a wide array of activities associated with planning and managing more complex technology projects. Ensures projects are completed on time, within budget, and to client specifications.
  • Manage and oversee project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, internal client management, relationship management, and other project documentation preparation and turnover to production for technology projects of low to medium complexity.
  • Develop the budget and statement of work, including project justification and plan for more complex technology projects. Defines roles and responsibilities of the project team. Responsible for monitoring project financials and updates plans with accurate, up-to-date information in a timely manner. Follows financial standards and processes (e.g., monthly external revenue accruals, procurement, and external payments).
  • Coordinate business SMEs and engineers to ensure project is appropriately staffed and resources are properly aligned and managed. Maintains regular contact with internal clients and coordinates and reports on project progress and accomplishments.
  • Work with all required functions and groups to effectively plan and execute the project.
  • Decompose the most complex problems into discrete work units
  • Identify non-obvious relationships and anomalies often overlooked by others
  • Balance strategic and pragmatic concerns when solving problems
  • Make sound decisions with limited facts or resources
  • Continuously looks for process improvements
  • Lead and help to influence discussions with the business on multiple options to help solve the root cause, including various trade-offs and recommended approach within a single large-scale business unit
  • Capable of leading sizable projects. Defines roles and responsibilities of the project team.
  • Proactively helps project team members/makes suggestions to improve practices.
  • Capable of leading a small team for specific project(s) or task(s)

Working with smart, talented people across our business to create groundbreaking, next-generation applications for n-tier cloud architectures. You’ll be involved, hands-on, through the entire development cycle. And you’ll redefine the way their investment professionals serve their clients.

They will expect you to be agile / to lead / to think outside the box. In return, they’ll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that’s how they help their clients succeed.

The ideal candidate would have a background:

  • 3+ years of typical experience in the Financial Services industry with a preference for Asset Management.
  • PMP certification and/or Agile Scrum Management certification.
  • An understanding of the operations for the assigned business unit (i.e., Distribution, Investments, and/or Corporate functions).
  • Experience running large-scale multi-discipline efforts across people processes and technology with complex financial services organizations.
  • Demonstrates a strong understanding of technology infrastructure and nuances, including testing, QA, production environment, test environment, engineering, etc.
  • Is grounded in the taxonomy of what is required to successfully implement an Agile technology program or project
  • Stays current with many best-of-breed technologies
  • Provides a clear and concise explanation of business strategy, technical concepts, designs, or implementations to a non-technical audience
  • Communicates architectural vision to all parties involved in an initiative
  • Identifies impacts across teams and coordinates across senior levels to manage dependencies and potentially competing priorities
  • Proactively contributes to the application portfolio mind-set: what is out of date, build vs. buy, similar capabilities

Business Knowledge:

  • Advanced knowledge of Asset Management, FinTech, Domain specific to DMS, Corporate, and/or Investments.
  • Depending on functional alignment, understanding of the life cycle of the product to the client in Financial Services.
  • Understands and makes decisions that are cognizant of the firm’s broader business strategy.


  • Strong academic record and a BA/BS degree with high mathematical and computing content (e.g. Computer Science or Engineering)

An individual who loves solving deep and complex technical and business problems and wants to have an outsized impact with the services/ products they deliver. An individual with a passion for Financial Service, Project/Program Management, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services.

About the Client:

The firm is a publicly owned global asset management firm with $800 billion dollars of AUM. The firm offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

The talent and dedication of their people is critical to their success. They offer an opportunity for developing one’s professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis.

They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm’s senior management in a highly collaborative and charged environment.

Successful candidates are:

  • Analytic and relentless in pursuit of the right answer
  • Strong communicators who excel at rapid synthesis
  • Able to demonstrate sound business judgment
  • Able to digest complexity while maintaining an understanding of the “big picture” of business needs
  • Team players who are energized by a collaborative enterprise

The firm’s employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients.

Posted On: Friday, August 12, 2022

Position Contact
Jerry Goldberg
Manager Director
(212) 792-0099

After years as a Senior Financial Services Executive, I have decided to make a career change and leverage my vast knowledge of the financial services and technology industry as an executive recruiter and have opened an executive search and recruiting firm "J Harlan Group, LLC' specializing in technology and financial services talent search.

Financial Services Executive with expansive Private Equity, Hedge Fund, Investment Banking, Asset Management, Securities Brokerage, Commercial Banking and Insurance experience. With combined expertise as a Chief Information Officer, Chief Administrative Officer and Principal/Consultant, my responsibilities have expanded a broad cross-section of business disciplines – technology, strategic planning, operations management, HR, administration, outsourcing, business development, strategic partnering, product development, financial operations and reporting, client relationship management.

Specialties: • Leadership authority for building and managing the technological, operational, and administrative platforms for financial services organizations.

• Contributed significantly to starting, developing and building a privately-held organization into a $1 billion market cap publicly traded company on the NYSE within five years of inception.

• Recognized achievements in building top-performing, best-in-class organizations capable of supporting corporate objectives.

Contact: – 212-792-0099 – 

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