Senior Project Manager - Direct investment Unit exp, integration and investment data- Remote

About this role

Please contact

Renu Goel

857-207-2676

renu.goel@yoh.com


Direct Investment Unit exp

Merger, integration

Investment data



Senior Project Manager – DIU Integration - Remote
Overview
We are seeking a senior Project Manager to lead the integration of acquired investment management businesses into our evolving data and operating model. This individual will play a critical role in coordinating cross-functional teams, driving execution, and ensuring alignment between business, investment, operations, and technology stakeholders.

The ideal candidate combines investment management domain expertise with strong program delivery and data-related experience. This person must be comfortable operating in a fast-paced environment, solving complex problems, and driving outcomes across multiple teams and workstreams.

Responsibilities

• Lead integration efforts across acquired entities and existing enterprise platforms.
• Coordinate business, investment, operations, compliance, and technology teams to ensure successful delivery of integration initiatives.
• Develop and manage project plans, milestones, dependencies, risks, and issues.
• Facilitate stakeholder meetings and drive alignment across multiple teams and locations.
• Partner with data, reporting, and technology teams to ensure successful integration of investment and operational data.
• Identify and resolve obstacles impacting project delivery.
• Provide leadership and mentorship to junior team members and project participants.
• Act as a trusted liaison between business stakeholders and technical teams.
• Support relationship management activities until permanent organizational structures are established.

Qualifications

• 10+ years of project or program management experience within investment management, asset management, wealth management, or financial services.
• Demonstrated success leading large-scale business or technology integration initiatives.
• Strong understandi...