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Associate Project Manager
Jenkintown, PA
Job Description
Associate Project Manager
Become a Part of the NPT Team
National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $45.6 billion in charitable contributions and currently manage $24.9 billion in charitable assets. We have made more than 600,000 grants totaling more than $23.6 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.
At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
Pay range is $65,000 - $75,000.
What You'll Do
The Associate Project Manager role is a shared service resource that will lead and facilitate the execution of projects across all departments within NPT. The role will collaborate with client engagement, transactional, and shared service departments to deliver optimal services and work directly with IT to ensure delivery. Responsibilities will include a blend of direct project management, ownership of workstreams or sub-projects within larger or more complex project efforts, and support for the Director, PMO on critical projects and/or portfolio management, as necessary.
Duties/Responsibilities:
- Project Management
- Define and document project scopes for new projects proposed by supported department heads / business owners for use in prioritization and scheduling.
- Build detailed project plans for approved projects in line with agreed-upon scopes.
- Manage all projects to established project plans. Ensure risks and issues are identified and communicated in a timely fashion.
- Maintain weekly/monthly status reports to key stakeholders tracking the status of projects and/or assigned workstreams.
- Work collaboratively across the organization to resolve complex issues and mitigate risks to the projects.
- Manage changes in coordination with team managers and communicate effectively with project team members and impacted staff.
- Complete after-action reviews for all projects to solicit feedback on lessons learned / improvements on future projects.
- Project Portfolio Management
- Work with the Director, PMO to refine the overall project portfolio management process for the defined set of supported departments.
- Support the implementation of systems and tools across the organization to provide consistent visibility into active project status as well as future priorities.
- Apply agreed upon best practices for portfolio management within a set of assigned project responsibilities.
- Demonstrate the application of best practices for project and task management, as well as project meeting facilitation.
- Foster a partnership approach to working with the other teams across the organization and the key business stakeholders.
- Process Workflow Analysis and Business Requirements Documentation
- Evaluate existing business and operational flows related to account opening, contributions, and account maintenance processes. Understand as-is processes and develop / prepare recommendations for process improvements and system enhancements / optimizations. Prepare to-be process flows.
- Conduct interviews and/or facilitated workshops with users to analyze processes and identify system optimizations.
- Recommend best practices for operational controls, procedures, and risk management.
- Prepare functional requirements documentation for system optimizations / enhancements in support of process improvements.
- Perform user testing and quality assurance checks of systems processes and solutions.
- Leadership
- Provide professional project management expertise and support to teams by coaching and mentoring staff on core project management principles, including training, advising, and building tools / processes for these team members.
What You Bring:
- Bachelor's degree preferred with concentration in Business, Operations, or related field or equivalent experience.
- Minimum 3-5 years of relevant experience in project management role required, including demonstrated success in managing operational and/or transactional projects.
- Project Management Professional (PMP) certification or equivalent strongly preferred, including demonstrable experience applying the core elements of the Project Management Body of Knowledge (PMBOK) to business situations.
- Proficient with project management skills including data collection, analysis, documentation, testing, etc. tasks that may be required as part of developing, implementing, and completing your project plans.
- Financial services industry, accounting, auditing, or consulting project management experience preferred.
- Process workflow analysis and business requirements documentation experience preferred.
- Must have strong attention to detail, especially with financial and analytical work products.
- Experience with Smartsheet project management system a plus.
- Advanced Microsoft Office capabilities (Power Point, Excel, Project, Word, Outlook) required.
- Solid relationship building and management skills; professional demeanor and relentless follow-through in a non-threatening manner.
- Proven record of working with all levels of an organization's business and technology departments.
- Strong skills in problem identification and resolution.
- Excellent, oral, and interpersonal communication and client service skills.
- Adept at multi-tasking and work prioritization; thrives in an environment of rapid change.
- Maintain the highest level of integrity, professionalism, and ethical standards. Database / reporting experience a plus.
- Salesforce / CRM platform experience a plus.
- System testing experience a plus.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
3 to 5 years
Required Security Clearance
Other Clearance
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