Sr. Project Manager, Regional Deposit Pricing

Pivotal Consulting is a technology management consulting firm that helps organizations align people, processes, and technology through business and technology strategy, modernization, and cloud transformation. The Senior Project Manager will lead the Regional Deposit Pricing project for a banking client from discovery through execution, coordinating stakeholders, managing delivery plans, and ensuring alignment with business and regulatory requirements.

Responsibilities:

• Lead business discovery and requirements-gathering activities with cross-functional stakeholders
• Define, prioritize, maintain, and govern the project backlog throughout the implementation lifecycle
• Translate business requirements into epics, features, user stories, and detailed acceptance criteria
• Facilitate backlog refinement sessions, stakeholder reviews, and requirement-validation discussions
• Partner with the Project Manager to manage scope, dependencies, risks, assumptions, and delivery milestones
• Serve as the primary business liaison between internal stakeholders, technology delivery teams, and vendor partners
• Ensure requirements and delivered solutions align with business objectives, operational needs, and applicable regulatory requirements
• Support user acceptance testing, including test-scenario development, defect triage, stakeholder coordination, and validation of completed functionality
• Support implementation planning, readiness activities, and post-implementation stabilization as needed
• Maintain clear documentation of decisions, requirements, priorities, and changes throughout the project lifecycle
• Lead the project through discovery, design, and execution, developing and managing an integrated project plan, budget, schedule, and scope across all workstreams
• Drive alignment across cross-functional stakeholders and teams—including Finance/Treasury, Deposit Products, Marketing, Digital/Web, Core/Origination Systems, Risk, Compliance, and Frontline training—to a shared timeline and set of deliverables
• Maintain systems dependency awareness across origination and core platforms, ensuring the technical roadmap can support regional and channel-based pricing, dynamic rate sheets, and disclosures
• Partner with Compliance, Legal, and Risk to secure governance and regulatory approvals required for new deposit products and region-specific pricing and disclosures
• Oversee the segmentation strategy and coordinate the creation of new deposit products and dynamic rate sheets needed to support regional and channel pricing
• Coordinate with Digital/Web teams to ensure the website and digital channels can display and support region-specific pricing
• Plan and oversee frontline training and change management so branch and service teams can execute the new pricing model accurately and confidently
• Identify, track, and mitigate project risks and issues, escalating proactively with clear options and recommendations
• Deliver executive-ready status reporting, including progress against success measures (deposit growth, retention, member acquisition, net interest margin, rate competitiveness, and market share), to project sponsors and steering committee

Requirements:

• Applicants must live in either Texas or Washington state
• currently authorized to work in the United States on a full-time basis
• The employer will not sponsor applicants for work visas
• The employer does not have resources available to support STEM OPT training requirements
• Financial services industry background
• Excellent core project management skills, including budget, schedule, scope, and people management
• Deposit product experience, or experience in a closely related banking/credit union product area
• Demonstrated experience leading projects through the full lifecycle—discovery, design, and execution
• Strong stakeholder engagement skills and executive presence
• Proven ability to drive cross-functional stakeholder alignment and team collaboration
• Awareness of systems dependencies and how technology constraints affect project delivery
• Strong focus on risk, compliance, and governance considerations
• Excellent, executive-ready written and verbal communication skills