How do I get started in Financial Services as a project manager?

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PM Careers in Financial Services (Part 1): The Corporate PM

by Todd B. Loeb, PMP

During this recent expansion within the project management profession, two very distinct career paths have begun to take shape: Corporate Project Manager and Project Management Consultant. This series of articles explores the pros and cons of each path, and further breaks down some of the subtleties within each role to provide insight to those of us evaluating future career options.

PM Careers in Financial Services (Part 2): The Firm-Based PM Consultant

by Todd B. Loeb, PMP

In order to better evaluate a career in project management consulting, one should first step back and understand the different types of PM consultant roles. In this second installment in a series of three, we discuss the pros and cons of the firm-based project management consultant--and how they can enhance an organization's strategy.

PM Careers in Financial Services (Part 3): The Independent Consultant PM

by Todd B. Loeb, PMP

There are really two major career paths to follow in the world of financial services project management--pursue the role of Corporate Project Manager or Consultant Project Manager. For the latter track, it is broken down further into two roles. In this article, we will examine the pros and cons of being an Independent Consultant.

Can Your Assets Raise Cash?

by Sunil Sharma

Like factoring, Asset Based Lending is a big industry and one of the most popular methods of securing commercial-industrial short-term credit. Do you know it and what it can do for you?

Banking 101 – A Visual Guide for Project Managers who are new to Financial Institutions

by Jon McGowan
December 06, 2013 | 45:45 | Views: 705 | PDUs: 1.00 | Rating: 5.91 / 7

Banking can be an overwhelming mystery of rules, acronyms and confusion! This talk is perfect for anyone who has just started working in a large Bank or other Financial Institution and needs help finding their way around...Experienced Financial Services Project Manager Jon McGowan, PMP will share with you his Visual Guide to navigating through these giant companies to help you become more successful in your new Project Manager role.

Enhancing Project Management Effectiveness in Business Process Improvement Projects

by Jose Carranza
October 06, 2014 | 57:13 | Views: 995 | PDUs: 1.00 | Rating: 5.96 / 7

The financial services sector is process-driven and uses technology to be more efficient. The good news is that project management can raise the bar by helping those processes be more effective, as well. Process improvement techniques, like Lean Six Sigma, can be used within a project to challenge stakeholders to think outside the box. This presentation provides the PM with a playbook on how to leverage successful and popular process methodologies.

Banking 101 – A Visual Guide for Project Managers who are new to Financial Institutions

by Jon McGowan
December 06, 2013 | 45:45 | Views: 705 | PDUs: 1.00 | Rating: 5.91 / 7

Banking can be an overwhelming mystery of rules, acronyms and confusion! This talk is perfect for anyone who has just started working in a large Bank or other Financial Institution and needs help finding their way around...Experienced Financial Services Project Manager Jon McGowan, PMP will share with you his Visual Guide to navigating through these giant companies to help you become more successful in your new Project Manager role.

Sharing industry best practices

by Amir Bashir
August 28, 2013 | 34:39 | Views: 277 | PDUs: 1.00 | Rating: 4.43 / 7

In today’s world, Developers and Business Analysts move into Project Management role without any proper training and guidance. Many projects are failing today because companies don’t have proper framework or controls in place to track project deliverables, issues, and risks etc. In this presentation - processes, templates, and guidelines will be shared to help participants manage their project effectively.

Thinking Like a Banker Webinar (Rescheduled from April 25)

by Jon McGowan
May 02, 2013 | 47:16 | Views: 728 | PDUs: 1.00 | Rating: 6.18 / 7

Banking has a unique culture based on centuries of experience with the risks of handling money. Being successful as a project manager in these institutions means understanding their perspective on risk management and adapting your style to meet their needs. Speaking their language will help uncover your clients hidden concerns, improving your ability to break through their risk averse culture and deliver innovative projects.

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