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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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Which career path will you take – Business, Nursing, Education, Psychology? Something else? GCU offers more than 100 majors to get you started!

  • Programs: M.B.A. with an Emphasis in Project Management, M.B.A., B.S. in Business Administration, more...
  • Degrees: Master, Bachelor, Doctorate

The Forbes School of Business® combines the power and flexibility of online learning with high-quality, topical Forbes content.

  • Programs: BA Project Management, MBA - Project Management, MBA - Business Economics, more...
  • Degrees: Bachelor, Master

Earn your graduate degree online with Northcentral University.

  • Programs: MS Organizational Leadership - Project Management, Project Management - BBA, Project Management - PhD in Bus. Admin., more...
  • Degrees: Master, Bachelor, Doctorate
ABCO Technology
Inglewood

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: PMP, Project Management
  • Degrees: Certificate

Saint Mary's University of Minnesota's Online Master's Programs

At Saint Mary's, we take pride in offering online graduate degrees designed to complement the schedules of working adults like you. Get an affordable, convenient education from a top-ranked university that's grounded in real-world applications.

  • Programs: Master of Science in Project Management, Accelerated MBA
  • Degrees: Master

Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) offers career relevant bachelor’s and master’s degree programs for working adults and nontraditional learners.

  • Programs: Master in Project Management, Undergraduate Certificate - Project Management, Master - Information Technology Management
  • Degrees: Master, Certificate

Change the World with American University

Be a part of something bigger than yourself.

  • Programs: Graduate Certificate in Project Monitoring and Evaluation
  • Degrees: Certificate

At Post University, we believe you shouldn’t have to put your life on hold to further your education.

  • Programs: Master of Business Administration - Project Management, Master of Business Administration - Multidisciplinary, Master of Business Administration (MBA), more...
  • Degrees: Master, Bachelor

The University

With over 80 years of academic achievements, Jacksonville University is a traditional, longstanding institution consistently ranked by U.S. News & World Report as one of America's best colleges.

  • Programs: Master of Science in Applied Business Analytics
  • Degrees: Master
California College San Diego
National City, San Diego, San Marcos

The Secret to Getting Ahead is Getting Started

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