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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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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: PMP, Project Management
  • Degrees: Certificate

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: DBA in Project Management, AA in Business
  • Degrees: Doctorate, Associate

Founded in 1872, Maryville University is a four-year, private university located in west St. Louis County.

  • Programs: Online Master of Business Administration Project Management Concentration, Online Master of Business Administration Cybersecurity Concentration, Online Master of Business Administration General Master of Business Administration
  • Degrees: 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
Golden Gate University
Los Angeles, San Francisco, Santa Clara

Since 1901, Golden Gate University (GGU) has been helping adults achieve their professional goals by providing education in accounting, law, taxation, and business-related areas.


  • Programs: Project Management
  • Degrees: Master

Lower Tuition Cost Than Many Other Universities.  Classes Start Soon.

  • Programs: Bachelor of Science in Business Administration, Master of Business Administration in Management, Associate of Arts in Business
  • Degrees: Bachelor, Master, Associate

Discover the Difference a Community of Support Makes in Your Educational Journey. From Application to Graduation, the Support You Need to Achieve Your Goals. 100% Online.

  • Programs: BA in Business Administration/Project Management, MBA/Project Management, BA in Business Administration, more...
  • Degrees: Bachelor, Master, Associate

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, Master - Information Technology Management
  • Degrees: Master

Get your career started with training from Washington State University.

  • Programs: MBA
  • Degrees: Master
San Joaquin Valley College
Bakersfield, Delano, Hanford, Hesperia, Lancaster, Madera, Ontario, Salida, Temecula, Visalia

San Joaquin Valley College - A Private Junior College.

  • Programs: Certificate - Business Administration (Management), Degree - Business Administration (Management)
  • Degrees: Certificate, Associate
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