Cleveland,OH,USA Posted: Wed, Mar 12 2025

• Quickly establish relationships with business and technical partners to learn the online banking application, wealth teams/operations and new product offerings to help drive business and technical requirements according to client specs. 
• Manage the Jira Project Board and respond in a timely manner
• Create, manage, and support administrative functions associated with Project Management Tools – EPPIC, Jira Align, Jira, and Confluence
• Respond to end user support requests effectively and communicate with them to address issues
• Create, develop and maintain technical documentation and user-guides
• Train end-users on tools supported
• Maintain and update support tracking records
• Work closely with contact center representatives in support of new product releases
• Supports the monthly posting and reconciliation process for Project financials
• Assist end users and PMO Operations Team with day-to-day functionality and efficiency of supported applications and processes
• Identify, manage and resolve issues in a timely manner
• Provide feedback to manager and other members on process change suggestions
• Demonstrate strong interpersonal, verbal, and written communication skills for communications with technical and non-technical staff
• Support and/or participate in all phases of user acceptance testing to ensure quality in application releases and user experience for approved Project Management tools
• Other duties as assigned to support the Project Management Community

• Proficient in information gathering and analytical approach to problem solving.
• Self-motivated with the ability to work with little to no supervision.
• 2- or 4-year college degree; or equivalent experience.
• Excellent interpersonal communication skills - written and verbal.
• Excellent time management and organizational skills.
• High attention to detail and ability to manage multiple priority assignments.
• Proficiency with Microsoft Office Suite and Jira/Confluence/Kanban.
• Strong BA experience with driving requirements from Wealth Management business units and technology teams.
• Mandatory - Experience with Financial institutions and wealth management business units
• Preferred experience with Envestnet platform / Client Portal.