IT Project Manager-PMP

IT Project Manager-PMP

ProViso Consulting

Story Behind the Need:

• Business group: Project Delivery & Support is seeking a Seasoned IT Project Manager for the Automated Sales Pipeline and Lead Management initiatives.

Typical Day in the Role:

• Build a new reporting application integrated with all products and leads generation systems and can capture the status of branch leads and sales in real-time.
• Receive and process non-sales Milestones from Product systems to increase the likelihood a sale will be completed.
• Automatically link all associated milestone events into a single thread from the initiation point to capture the full end-to-end sale’s life cycle.
• Automate Pipeline reporting to increase accuracy and transparency.
• Trigger event notification/reminder to advisor to reach out to the customer, enhancing customer experience.
• Enhance Lead management to provide visibility for Sales Managers on Leads from initiation to completion.
• Provide a reporting solution on leads and the best option on how the report is presented.
• Data insights to be used

Must Have Skills:

• IT Project Manager (end to end IT Development project experience) – 8+ years of professional experience
• Oversee finances/understand/explain any variances (project of $2MM+) – 5+ years of hands on experience
• PMP Certification
• Banking experience

Nice to Have:

• Jira & confluence
• Variety in IT projects they have worked on

Soft Skills:

• Outstanding communication skills – verbal & written
• Leading Steering Meetings with VPs/SVPs
• Independently lead project/program end to end


• Bachelor’s Degree in a related field

Job Details



6 Months



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