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MUFG Union Bank Retail Project Manager, Vice President in Phoenix, Arizona

Retail Project Manager, Vice President - 10042447-WD


Discover your opportunity with Union Bank® and become a part of one of the world’s leading financial groups. Union Bank is a member of Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.


Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better – from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.


Reporting to the Sales Enablement manager under the Enterprise Marketing and Client Experience business unit, the Retail Project Manager is responsible for leading sales support activities, project management and communications for Wealth Markets. Identifies, prioritizes and executes all activities required to develop and support the business line’s strategies, priorities, and special initiative projects. Your major responsibilities will include:

40% Project Management

  • Work with various business partners within cross-functional project teams to identify and address business opportunities and challenges

  • Analyze, present, and implement recommendations and findings

  • Manage project development, planning and implementation in support of business line initiatives

  • Coordinate efforts of multiple functional areas, monitor progress and make recommendations on workflow and timeliness to achieve completion of initiatives in a timely, cost effective and efficient manner

  • Manage other high priority and confidential special projects as required by manager

  • Identify, recommend solutions, and implement initiatives that drive an improved Client Experience

30% Partner Liaison and Communication

  • Work with various business partners in execution and enhancement of activities to reach and exceed goals

  • Prepare communications and presentations to be shared with business line executives and senior management

  • Develop thorough communication plans for rollout and implementation of all projects and initiatives

15% Analytics

  • Identify trends and the impact to program goals and strategic plans and present analysis and interpretation of results to manager

  • Conduct research and data analysis for ongoing initiatives, projects, and utilization of communication channels and effectiveness

  • Assist in developing strategies and plans

  • Prepare reports, interpret data and provide weekly reports on programs for analysis and reporting

  • Monitor initiative effectiveness by defining measurement criteria, tracking, and analyzing results against goals

15% Additional Responsibilities

  • Provide support and back up for complex projects within the business line

  • Prioritize and execute on ad hoc requests and responsibilities as needed



At a minimum, the right candidate should meet the following criteria:

Education, Licensure, Years of Experience, and Type of Work Experience

  • Typically requires a Bachelor's Degree or higher

  • Requires 5 years previous Project Management experience with a proven track record in the above mentioned job responsibilities

  • 5 years of increasingly more complex responsibility in performing business consulting, financial, and/or statistical analysis and model preparation using Microsoft Excel (or comparable) preferred

  • Proven ability to lead and manage simultaneous projects to achieve goals and meet success criteria within a given time constraint

Knowledge, Skills, and Abilities

  • Strong analytical, verbal/written communication and presentation skills

  • Proficient in developing mass communications to the business line, which may also include presentations and recommendations to management

  • Excellent managerial and leadership skills

  • Ability to make decisions independently

  • Ability to provide comprehensive financial analysis to Finance group to review financials and discuss strategies on how to fill gaps

  • Ability to prepare complex analytical and financial reports

  • Ability to influence others and achieve business outcomes on time and within budget

  • Must be able to successfully manage multiple tasks with concurrent deadlines

  • Highly developed ability to partner with other business lines

  • High level of proficiency in all Microsoft Office products

The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Project Management

Primary Location : CALIFORNIA-Sacramento

Other Locations : ARIZONA-Phoenix, TEXAS-Austin

Job Posting : Mar 16, 2021, 4:20:26 PM

Shift: : Day

Schedule: : Full Time

Req ID: 10042447-WD