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Senior AI Project Manager – Broker Dealer & Wealth Management

United States, Los Angeles 90.00 USD / Hour · Job Posted January 08, 2026
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Job Description

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.

Job Responsibility

  • Lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment
  • Own delivery end-to-end-from project definition through deployment
  • Ensure alignment between business objectives, data teams, and regulatory requirements

Requirements

  • 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
  • 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)
  • 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
  • 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
  • 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
  • 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

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