Example Job

About the role

It takes more than great advisors to make a great advisory firm. It takes a client services team that shares in the commitment to quality and excellence for our clients. The Project Manager position at BanyanGlobal owns the day-to-day project management of client projects. Additional responsibilities include communicating with internal teams and clients and monitoring the projects to ensure timelines and budgets are on schedule.

What you’ll do

• Act as the Project Manager for assigned project teams
• Schedule and actively participate in client and project team meetings; Adjust schedules and project targets as needed
• Record and send meeting notes with identified action items to project teams; monitor status of all action items to completion; responsible for successful completion of individually assigned action items
• Create workplans to track project deliverables to ensure project teams remain on schedule and on budget; communicate progress to all team members
• Prepare and deliver client surveys, run data analysis, and provide analysis read-out to project teams
• Prepare, edit, and proof a wide range of project documents including, but not limited to, project work plans and proposals, presentations, interviews, call schedules, meeting materials, and other documents as assigned by the project team
• Interact with our clients and their administrative team
• Conduct research and prepare briefs for the project teams
• Work with other members of the professional staff to ensure a smooth proposal review process
• Manage calendars of assigned Partners
• Contribute to the overall operations of the firm by serving on firm committees and/or recommending ways to improve our operations and services
• May arrange domestic and international travel and create comprehensive itineraries
• Other duties as assigned

What you’ll bring

• College degree or equivalent
• 3-5 years’ experience with project management
• 3+ years executive level admin experience
• Exceptional project management skills
• Exceptional written and oral communication skills and strong ability to proofread, edit, format, and serve as a final quality control checkpoint
• Strong interpersonal skills and good judgment in filtering and directing information
• Professional, positive, friendly manner
• Able to deal with multiple complex tasks
• Team-oriented and proactive, with a strong work ethic
• Self-starter and able to work with limited supervision
• Detail-oriented and well-organized; excellent time management skills
• Collaborative with an eagerness to continuously learn
• Proficient with a Mac operating system
• Advanced capabilities in Microsoft Office suite and an interest in learning new systems
• Able to maintain a high degree of confidentiality on firm and client matters

About BanyanGlobal

For over a decade, Banyan has been at the leading edge of family business advisory. We work directly with the owners of the largest and most complex family enterprises in the world to help them make and implement some of their most important decisions. We build long-lasting, trusted relationships with our clients advising them on a multitude of issues including strategy, governance, ownership structure, succession planning, building trusted relationship, and managing conflict. We are the only firm to have won the STEP Award for Top Family Business Advisory three times. Our collaborative environment and record of success, provide employees with an opportunity to develop both professionally and personally. For more information check out our site.

Location

Boston office with flexibility
Please send your resume and a cover letter expressing your interest in this role to careers@banyan.global