VP - Delivery Lead - IB Tech & CRM/ Analytics

Delivery Lead

Company Overview:

Jefferies, the global investment banking firm focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies, and governments. The firm provides a full range of investment banking, sales, trading, research, and strategy across the spectrum of equities, fixed income, foreign exchange, futures and commodities, and select asset and wealth management strategies, in the Americas, Europe and Asia. Jefferies Group LLC is a wholly owned subsidiary of Leucadia National Corporation (NYSE: LUK), a diversified holding company.

Madison Team Overview:

The Madison team is a highly strategic and cross-functional team responsible for leading the firm’s global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics.  The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources.  We are at the forefront of Jefferies’ cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities.

Position Overview:

The Delivery Lead is a member of the Delivery team responsible for maintaining a comprehensive understanding of the functional and technical aspects of the Madison projects within their portfolio. This requires active engagement with key stakeholders and the ability to communicate effectively across all levels of the organization.

The role is accountable for project governance, including scope, risk, issue, dependency, and stakeholder management, ensuring projects are delivered in alignment with business objectives and organizational standards.

In addition to project delivery responsibilities, the Delivery Lead supports continuous improvement initiatives, reviews project documentation for quality and compliance, communicates project status to stakeholders, and oversees the development and maintenance of Software Development Life Cycle (SDLC) documentation and related project artifacts.

Responsibilities:

• Project Planning: 
  • Build comprehensive, end to end project plans which span from the inception of a project through to completion. 
  • Create Project plans collaboratively with your peers and colleagues.
  • Capture business facing milestones & critical path deliverables and track towards them.
• Project Estimation:
  • Work with Engineering Leads and Product Managers to refine business requirements into technical stories and tasks.
  • Demonstrate effective project estimation using industry standard estimation methods (PDU, Story Points, Shirt Sizes, Complexity, etc.).
  • Effective and accurate capacity planning from both a sprint and increment perspective.
• Continuous Improvement:
  • Continuously identify and drive opportunities to improve team effectiveness, delivery performance, and project outcomes.
  • Proactively identify and remove blockers, impediments, and process inefficiencies to improve team productivity and accelerate delivery cycles.
• Risk Management: 
  • Identify and assess risks that may impact project delivery, collaborating with stakeholders to develop and implement effective mitigation strategies.
  • Document and manage issues as they arise, driving resolution efforts and communicating both direct and downstream impacts across projects, teams, and dependencies.
• Project Execution:
  • Provide leadership and oversight for project delivery activities.
  • Utilize project management, planning, and reporting tools to track progress, manage dependencies, and communicate project status.
  • Engage with team members to ensure SDLC tollgates are met and deliverables are completed on time and to quality standards.
  • Support the change management process, including representing deliverables in governance forums.
  • Ensure prerequisites, dependencies, and requirements are addressed before work is committed to delivery.
  • Collaborate across teams and workstreams to resolve dependencies and enable successful delivery.
  • Manage project scope, risks, and issues, escalating when necessary.
  • Coordinate project activities, ensuring clear ownership, accountability, and execution of deliverables.
• Stakeholder Management:
  • Communicate project status, risks, and key decisions to stakeholders, including senior leadership.
  • Manage change requests and scope impacts through informed assessment of effort, complexity, and timelines.
  • Effectively manage stakeholder relationships and expectations at all levels of the organization.

Methodology:

• Demonstrate proficiency in a range of software development and project delivery methodologies, with the ability to select and apply the most appropriate approach based on project objectives, requirements, risks, and constraints. 
• Leverage fit-for-purpose processes and practices to successfully manage projects from initiation through delivery.

Skills:

• Proven track record delivering complex technology initiatives within the Financial Services industry.
• Minimum 5 years of experience leading delivery teams and managing end-to-end project execution.
• Demonstrated success delivering complex, cross-functional projects and programs with multiple workstream dependencies.
• Experience working with global development teams across multiple regions and time zones.
• Strong leadership skills with the ability to take ownership of deliverables and drive initiatives from inception through deployment.
• Experience facilitating estimation, planning, and other project delivery and SDLC activities.
• Proficiency across multiple project management and software delivery methodologies, with the ability to apply the most appropriate approach based on project needs.
• Strong risk, issue, and dependency management skills, including proactive identification, mitigation, escalation, and communication.
• Experience driving project and program governance, including status reporting, decision-making forums, and stakeholder management.
• Experience supporting and navigating formal change management processes and controls.
• Demonstrated ability to identify and implement improvements that enhance delivery effectiveness, team performance, and operational efficiency.
• Strong collaboration and communication skills, with the ability to align stakeholders and delivery teams toward shared outcomes.
• Experience with industry-standard project management, collaboration, and reporting tools (e.g., Jira, Confluence, Microsoft Office Suite).
• Exposure to cloud-based technologies and event-driven architectures, including AWS and Kafka, is preferred but not required.

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