Senior Project Manager - Personal Purpose Loans Conversion Remote - USA,USA About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: We are seeking a skilled Project Manager with experience in security-backed loans to lead the conversion of a portfolio of Personal Purpose Loans from Lending and Trade Services to the Consumer Shop, with an ultimate transition to the new platform. This portfolio comprises approximately 600 loans, with half secured by assets, and most loans are currently performing. This role involves ensuring the successful transfer and seamless servicing for wealth clients while stabilizing the outsourced consumer operations model. Candidates should demonstrate exceptional leadership and communication skills, along with a strong drive to achieve successful outcomes. Essential Duties: • Lead the end-to-end transfer process of Personal Purpose Loans to the Consumer Shop, ensuring alignment with the operating model and anticipating challenges associated with outsourced consumer operations. • Evaluate and ensure the operating model’s effectiveness post-conversion. Identify any gaps, address process improvements, and collaborate with stakeholders to ensure ongoing stability. • Partner with internal teams and outsourced consumer operations to secure alignment on goals, timelines, and responsibilities, ensuring wealth clients experience smooth servicing throughout the conversion. • Conduct thorough quality control reviews and compliance checks at each project stage, ensuring proper documentation, data integrity, and adherence to all regulatory requirements. • Identify potential operational and customer experience risks associated with the conversion, especially given the security-backed nature of these loans, and proactively manage mitigation strategies. • Provide regular updates to senior leadership and stakeholders, presenting clear progress reports, potential issues, and effective solutions to keep the project on track. Qualifications: • Bachelor’s degree in Business, Finance, Project Management, or a related field. • 5+ years of project management experience, ideally within financial services, lending, or consumer banking. • Demonstrated experience with security-backed loans and knowledge of loan servicing requirements for high-net-worth clients. • Familiarity with loan system conversions, especially with platforms like SuperNova, is highly desirable. Skills and Job-Specific Competencies: • Strong communication and organizational skills, with the ability to engage effectively with both internal and external stakeholders. • Exceptional attention to detail, especially regarding quality control and compliance standards. • Problem-solving mindset with a focus on ensuring operational stability and customer satisfaction. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $90 – 100 hr. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141773