The Project Manager I (PM) supports the successful delivery of small to moderately complex projects and business initiatives by applying established project management practices, tools, and governance standards. Serving within the Business Transformation Office (BTO), this individual partners with business leaders, subject matter experts, and project team members to plan, coordinate, monitor, and deliver projects that support strategic and operational objectives. The PM I manages assigned projects under established governance frameworks and is responsible for maintaining project plans, schedules, risk and issue logs, reporting, and stakeholder communications.
The Project Manager I applies the Enterprise Project Management Methodology and supporting tools to ensure projects are delivered in accordance with approved scope, schedule, budget, quality, and business objectives. This role serves as a developing project management professional who is building expertise in project leadership, stakeholder engagement, governance, and delivery practices.
The PM I is expected to proactively identify risks, facilitate team coordination, escalate issues appropriately, and continuously develop project management skills through practical application, coaching, mentoring, and ongoing professional development. The role serves as a key facilitator of project execution, stakeholder alignment, communication, and delivery coordination. The Project Manager I manages assigned projects with increasing independence while leveraging coaching and guidance from senior project management leaders as appropriate.
Position Accountabilities
- Project Planning and Delivery - Supports the planning and execution of projects by developing and maintaining project plans, schedules, milestones, dependencies, and deliverables. Coordinates project activities to support achievement of approved business objectives.
- Project Governance and Methodology - Applies the Enterprise Project Management Methodology and associated governance processes. Ensures required project artifacts, approvals, reporting, and controls are completed and maintained in accordance with organizational standards.
- Project Tracking and Reporting - Maintains accurate project schedules, RAID logs, action items, decision logs, and status reporting. Monitors project performance and proactively identifies schedule, scope, resource, and delivery concerns.
- Risk and Issue Management - Identifies, documents, and tracks project risks, issues, assumptions, and dependencies. Supports development of mitigation and response plans and escalates concerns appropriately.
- Stakeholder Communication - Facilitates routine project meetings, working sessions, and follow-up activities. Provides timely and professional communication to project stakeholders, sponsors, and project team members.
- Team Coordination - Coordinates activities across project participants, business partners, vendors, and support teams. Supports accountability for commitments, deliverables, and action items.
- Change Management Support - Supports organizational readiness, communication, training, and implementation activities associated with project delivery. Assists business partners in preparing for project transitions and adoption activities.
- Problem Solving and Escalation - Identifies obstacles impacting project delivery and works with project teams to develop solutions. Escalates issues requiring management attention while maintaining focus on project objectives.
- Continuous Improvement - Participates in project lessons learned, retrospective reviews, and continuous improvement activities. Contributes feedback to improve project management practices, tools, templates, and governance processes.
- Knowledge Development - Develops project management capabilities through coaching, mentoring, training, certifications, professional associations, and practical project experience.
Organizational Relationship
This position reports to a Project Manager IV, Manager, Senior Manager, or Director within the Business Transformation Office.
Position Qualifications
Education & Experience
- Bachelor's Degree or equivalent combination of education and experience.
- 1–5 years of project management, business analysis, operations, change management, process improvement, or related experience.
- Experience coordinating projects, initiatives, workstreams, or operational activities preferred.
- Financial services experience preferred.
Knowledge & Skills
- Project Management Fundamentals
- Working knowledge of project management principles, methodologies, tools, and best practices.
- Understanding of project lifecycle phases, governance processes, and delivery frameworks.
- Familiarity with Agile, Waterfall, and Hybrid delivery approaches.
- Planning and Organization
- Ability to develop and maintain project schedules, deliverables, milestones, dependencies, RAID logs, work plans, action plans, and project documentation.
- Strong organizational and prioritization skills with ability to manage multiple assignments simultaneously.
- Strong attention to detail and commitment to quality.
- Risk and Problem Management
- Ability to identify, document, and track project risks, issues, assumptions, and dependencies.
- Ability to analyze information, identify root causes, and support development of practical solutions.
- Communication and Facilitation
- Strong written and verbal communication skills.
- Ability to facilitate meetings, document outcomes, and communicate effectively with project stakeholders.
- Ability to build positive working relationships across business and technology teams.
- Stakeholder Engagement
- Ability to develop trust and credibility with project participants and business partners.
- Demonstrates professionalism, collaboration, and customer focus.
- Technology Skills
- Proficient in Microsoft Office applications including Excel, PowerPoint, Word, Teams, and Outlook.
- Experience using Smartsheet for project planning, status reporting, collaboration, dashboards, and workflow management preferred.
- Experience with Visio, Power BI, or similar project delivery and reporting tools a plus.
- Professional Development
- Demonstrates commitment to continuous learning and professional growth.
- Working toward PMP, CAPM or related certifications preferred.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting .
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.