Senior AI Project Manager - Broker Dealer & Wealth Management

Qualifications

• 7+ years of project or program management experience, including AI/ML or data-driven initiatives
• Direct experience in Broker Dealer & Wealth Management environments (required)
• Proven delivery experience in financial services or highly regulated environments
• Hands-on experience managing large, complex programs with minimal supervision
• Working knowledge of data quality, governance, bias, privacy, and ethical AI considerations
• Familiarity with cloud platforms (AWS, Azure, or GCP) and AI/engineering tools (e.g., Jira, Git, TensorFlow, PyTorch)
• Advanced use of Jira, Confluence, and project/portfolio management tools
• Experience leveraging automation or AI-assisted tools for planning, reporting, or risk management
• Strong analytical, problem-solving, and decision-making capabilities
• Excellent written and verbal communication skills
• Proven ability to lead teams, manage conflict, and mentor project resources
• High standards of ethics, accountability, and organizational discipline

Benefits

• Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility

Responsibilities

• Seeking a Senior AI Project Manager to lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment
• This role owns delivery end-to-end-from project definition through deployment-while ensuring alignment between business objectives, data teams, and regulatory requirements
• Strong understanding of the AI/ML lifecycle: data pipelines, model training/testing, evaluation, deployment, and MLOps
• Project & Delivery Leadership
• Define and manage scope, schedule, cost, risk, resources, and quality
• Create and maintain detailed project plans, milestones, dependencies, and reporting
• Lead cross-functional teams including data scientists, ML engineers, data engineers, and business stakeholders
• Own project governance: status reporting, risk/issue management, change control, and gate approvals
• Ensure consistent use of project management methodologies, tools, and documentation standards
• Business & Stakeholder Management
• Translate business goals into technical requirements and technical outcomes into business value
• Act as the primary stakeholder liaison, ensuring alignment and clear communication at all levels
• Drive measurable outcomes, including ROI and value realization
• Methodologies & Tools
• Strong proficiency in Agile, Scrum, or hybrid delivery models

Full Description

Senior AI Project Manager - Broker Dealer & Wealth Management

Overview

Seeking a Senior AI Project Manager to lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment.

This role owns delivery end-to-end-from project definition through deployment-while ensuring alignment between business objectives, data teams, and regulatory requirements.

Must Haves

Domain & Experience

• 7+ years of project or program management experience, including AI/ML or data-driven initiatives

• Direct experience in Broker Dealer & Wealth Management environments (required)

• Proven delivery experience in financial services or highly regulated environments

• Hands-on experience managing large, complex programs with minimal supervision

AI / Technical Understanding

• Strong understanding of the AI/ML lifecycle: data pipelines, model training/testing, evaluation, deployment, and MLOps

• Working knowledge of data quality, governance, bias, privacy, and ethical AI considerations

• Familiarity with cloud platforms (AWS, Azure, or GCP) and AI/engineering tools (e.g., Jira, Git, TensorFlow, PyTorch)

Project & Delivery Leadership

• Define and manage scope, schedule, cost, risk, resources, and quality

• Create and maintain detailed project plans, milestones, dependencies, and reporting

• Lead cross-functional teams including data scientists, ML engineers, data engineers, and business stakeholders

• Own project governance: status reporting, risk/issue management, change control, and gate approvals

• Ensure consistent use of project management methodologies, tools, and documentation standards

Business & Stakeholder Management

• Translate business goals into technical requirements and technical outcomes into business value

• Act as the primary stakeholder liaison, ensuring alignment and clear communication at all levels

• Drive measurable outcomes, including ROI and value realization

Methodologies & Tools

• Strong proficiency in Agile, Scrum, or hybrid delivery models

• Advanced use of Jira, Confluence, and project/portfolio management tools

• Experience leveraging automation or AI-assisted tools for planning, reporting, or risk management

Professional Skills

• Strong analytical, problem-solving, and decision-making capabilities

• Excellent written and verbal communication skills

• Proven ability to lead teams, manage conflict, and mentor project resources

• High standards of ethics, accountability, and organizational discipline

Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services.

Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.

Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill.

Employing the Future™