Jim P.

About Jim P.

Experienced IT professional with over 20 years of Financial Services experience serving in multiple roles as Financial Advisor, Financial Planning Analyst, Data Analyst, Business Systems Analyst, Project and Implementation Manager. Leading projects and technical design for implementation of corporate clients, delivery of regulatory projects, and adoption of enterprise level software and management of professional services deliverables.Areas of StrengthProject Leadership – Relationship Building – Team Engagement & Training – Problem ResolutionSQL Scripting & Data Analysis – Financial Product Knowledge – Wealth Reporting

Experience

1. Senior Project Manager

   Envestnet

   Dec 2021 — Present · Raleigh, NC, US

   Manages projects for client implementation and the upgrade of company products and solutions for financial clients on Envestnet’s UMP and Tamarac platforms.• Managed Scope for projects by ensuring project delivered contracted products and features agreed upon in SOWs and Bundle Order Forms.• Overseeing the efforts of multiple workstreams in both US and offshore, managing risk and exposure, facilitating change management process, and delivering project on time.• Record and monitor Day 2 and development items for post project implementation.• Oversee discovery efforts as part of sales process in development of Statements of Work.• Provide industry and financial product insight to assist the internal team with providing best in class service.• Coordinate the release schedule with clients and internal teams.• Constructed client UMA programs by creating requirements for underlying products and access.• Client advocate for the onboarding of Proprietary Home Office Models (PHOMs), reviewing all necessary documentation and coordinating with internal teams and approval processes to have client’s proprietary models to be added to the Envestnet UMP platform.• Responsible for user’s Tamarac credentials and access during project onboarding and client mergers.

Education

• The University of Arizona Global Campus

  Bachelor of Science - BS, Computer Software Technology

  2027