Job Description

Description of Role

Responsible for ensuring LOB/CF execution related to all aspects of the Firmwide Records Management part of the Centralized Program Records Management [CRMP] team. Must support effective LOB/CF input processes for technical solutions and Records Management planning

CRMP Central focuses on execution design and oversight to ensure each LOB/CF remains on track to succeed with adherence to the Records Management Polices, Standards and Procedures. This oversight includes:

Well thought out project plans with tracking to target dates

Strong stakeholder participation and engagement

Periodic input from Compliance to ensure deliverables are aligned with Policy

Metrics to demonstrate progress

Regular assessments of risks and issues

Critically evaluate proposed solutions

Utilize risk-based approaches in developing the rollout schedule

Key responsibilities:

Drive and/or assist in defining project requirements and deliverables by identifying, driving and participating in project milestones and phases, as well as specific action items.

Assist in determining recommendations and strategy respective to related initiatives, including translating analysis and results into business Records Management strategy.

Coordinate the execution activities of the RM Program across all work streams.

Communicate with management regarding project progress and recommendations/decisions. Develop effective presentations and project update materials suitable for management

Actively participate and collaborate in workstream meetings and ad hoc working sessions including driving agendas, preparing meeting minutes and keeping track of agreed actions.

Monitor the details and status of project and escalate and resolve any project issues in an efficient manner.

Partner with technology infrastructure groups to drive solutions

Analyze and parse data using Excel and other tools to recommend firmwide approaches and tactical efforts

Qualifications

Proven track record of strong project management delivery; Records Management experience preferred

Excellent written and verbal communication skills and ability to articulate complex ideas, concepts, and solutions at the senior management level.

Excellent strategic and interpersonal skills, comfort with working and partnering with people at all levels and across all functional areas (Legal, Compliance, Controls, Technology and Operations).

Ability to manage complexity and multiple workstreams while delivering solutions within a tight deadline.

Strong personnel and organizational management skills, including expertise in issue and conflict resolution

Excellent business judgment, particularly the ability to proactively monitor the program to identify and address issues early.

Excellent in project management disciplines and an ability to instil structure, process, accountability, and delivery.

Proficient with project management tools and PC Skills, including Word, and PowerPoint

Advanced Excel skills including pivot tables, and vlookup