Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.


Steward Partners is growing and so is the Project Management Office team! We are looking for an experienced project leader to manage several concurrent projects. In this role you will be hands-on to deliver strategic and complex initiatives for the firm and will contribute towards maturing project delivery. Working in a fast-paced environment, you will collaborate with all functional areas to achieve stated objectives, goals, and deliverables for projects.


  • Planning, execution, and control of projects ensuring consistency with and alignment to company strategies, policies, processes, and project delivery methodologies
  • Interface with project stakeholders to ensure project objectives are aligned with business needs and expectations
  • Determine the best project delivery approach for each initiative, utilizing waterfall or agile methods as applicable 
  • Develop, track, and publish project plans and/or sprint schedules 
  • Facilitate defining project scope, goals, and deliverables for projects
  • Identify project risks and issues; Develop and execute mitigation plans
  • Act as an escalation point for removing project barriers
  • Prepare and present milestone reviews and status updates to key stakeholders
  • Manage project budgets as applicable
  • Establish, coordinate, and oversee project and agile teams
  • Organize and lead team meetings 
  • Assist the team in achieving a high-level of performance and quality 
  • Bring new, more efficient ways of working to the team
  • Provide guidance and direction to external vendors related to expectations of following SP approach to project delivery
  • Manage onboarding and identifying project deliverables for external vendors
  • Mentor team members
  • Assist in establishing and implementing project delivery methodologies, processes, and best practices


  • Bachelor’s degree or equivalent experience
  • 5+ years of experience managing large, complex initiatives
  • Agile project management experience
  • Excellent interpersonal and communication skills
  • Ability to build strong relationships and manage stakeholders
  • Strong influencing and negotiation skills
  • Thorough understanding of project management methodologies and agile frameworks including waterfall, scrum and kanban
  • Proficiency with Smartsheet and Jira preferred
  • Financial Services Industry experience a plus


Reports to:
Head of Project Management


For additional information or to submit a resume, please contact:
Jennifer Daley

Steward Partners Global Advisory, 2 Grand Central Tower / 140 East 45th Street, 36th Floor, New York NY 10017 Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.