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Career Story: Project Manager For A Group Of Financial Advisors

Project Manager For A Group Of Financial Advisors

Job Title: Project Manager

Type of Company: I work for a financial data and news provider.

Education: BA, Economics & Political Science, Northwestern University

Previous Experience: Out of college, I worked as an associate financial advisor. My next job was as a consultant setting up mutual funds for institutional money managers and my current job is quite similar.

Job Tasks: My primary responsibility is to manage projects to completion, on time and within budget. Projects include a client's purchase of financial data and software for use within their firm.

On any given day, I'll begin by reviewing a project plan which is a summary of all the tasks to be completed for our project. Many people are assigned to the tasks, all according to their specialized skill. Issues often arise which prevent these people from completing a task. Since I am responsible for delivering the project on time, I often help resolve issues to keep momentum.

Solving a problem usually involves working with people from other departments or even other firms. A typical problem occurs when data shown through our software does not match expectations. To resolve a problem I typically try to isolate its origin by asking questions and eliminating possibilities.

I also need to ensure the project is on budget. Since we are paid for our work, the effort to deliver can not exceed our revenue received. I do this by tracking effort and ensuring people are keeping to task. If the client wants something in addition to what we agreed to build, then I'll summarize their request as a "change" which adds either cost or time or both, to the project.

Best and Worst Parts of the Job: The best part of the job is getting to work with people who have different skill sets. Ultimately this job requires you to manage many people and solve multiple problems. You have exposure to finance, development, sales, legal, operations and marketing.

The worst part of this job is not having management support when problems are causing delay.

Job Tips: For a career in project management, you should consider courses in business and technology. Business courses will help you become comfortable with organization structure and operations. Another helpful course of action is becoming certified in Project Management. Soft skills include being able to sell and having a strong capacity for negotiation.

Popular Schools offering Project Management Programs

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Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) recently received state approval to enroll students with little to no prior college experience. To help ensure student success, the university has created a program especially for these students who plan on starting their college experience for the first time with us.

  • Programs: Master - Project Management, BS - Project Management
  • Degrees: Master, Bachelor
ABCO Technology
Los Angeles

ABCO Technology is an accredited computer training academy that offers diploma programs for individual students, professionals and companies to learn different areas of Information technology and seek gainful employment.

  • Programs: Project Management, PMP
  • Degrees: Certificate

NU has been educating leaders since 1934 at our campus near Seattle. If you have a dream, we can help make it possible.

  • Programs: MBA Project Management, MBA
  • Degrees: Master

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: MS in Marketing: Project Management, DBA in Project Management, CERT: Business Administration, more...
  • Degrees: Master, Doctorate, Certificate, Associate

Earn your graduate degree online with Northcentral University.

  • Programs: Project Management - BBA, Project Management - PhD in Bus. Admin., Project Management - D.B.A., more...
  • Degrees: Bachelor, Doctorate, Master

For over 35 years, Keiser University has provided student-centered, quality career education. Keiser University Online offers degree programs online to prepare students for in-demand professions.

  • Programs: Bachelor of Arts in Business Administration
  • Degrees: Bachelor
California College San Diego
National City, San Diego, San Marcos

The Secret to Getting Ahead is Getting Started

  • Programs: Business Administration (BS), Business Administration - Property Management (BS)
  • Degrees: Bachelor

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You’ve found Ashford University, where school comes to you

  • Programs: BA/Sports and Recreation Management - Project Management, BA/Public Relations and Marketing - Project Management, MA/Organizational Management - Project Management, more...
  • Degrees: Bachelor, Master

Study online with University of Maryland at College Park.

  • Programs: MBA - General
  • Degrees: Master

Pursue your MBA or MSEd online.

  • Programs: MBA - Strategic Management, MBA - Research Track
  • Degrees: Master
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