Project Manager

Lead with Purpose. Partner with Impact.  

The Project Manager is responsible for the successful management and delivery of operations projects that support the organization’s strategic initiatives and long-term vision. This role ensures projects are completed on time, within scope, and within budget. The Project Manager partners with business sponsors, technical teams, vendors, and cross-functional stakeholders to drive clarity, resolve issues, and deliver high-quality outcomes. The Project Manager will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long-term success.  

What you’ll Do:  

To perform this role successfully, the individual must demonstrate personal ownership of all aspects of the role to create positive results including: 

Project Planning, Execution & Delivery 

• Define project scope and objectives with stakeholders; ensure business and technical feasibility. 

• Develop detailed project plans, schedules, milestones, and resource allocations using organization approved tools. 

• Drive strategic and operational planning activities across product lines, programs, and portfolios. 

• Manage all aspects of projects, including timelines, task assignments, resource coordination, and daily execution. 

• Lead and facilitate project team meetings, document decisions, risks, and next steps. 

• Coordinate project teams in matrixed environments and across varying project sizes. 

Risk, Issue, Budget & Change Management 

• Manage constraints with strong focus on scope, time, budget, risk, and change control. 

• Track and analyze project performance to ensure achievement of short and longterm goals. 

• Conduct financial analysis and recommend adjustments aligned to project and organizational objectives. 

• Identify, assess, and mitigate potential risks and issues that may arise during the integration process. 

Documentation & Communication 

• Create and maintain comprehensive project documentation across the full lifecycle. 

• Provide regular project communications—including updates, dashboards, and presentations—to stakeholders at all levels. 

• Prepare materials for leadership meetings and assist in synthesizing decisions and action plans. 

Stakeholder Engagement & Collaboration 

• Partner with business sponsors, technology teams, external vendors, and cross-functional teams to ensure alignment and progress. 

• Facilitate business requirements gathering, refinement, and validation. 

Cross-Functional Collaboration 

• Facilitate communication and collaboration between different teams and departments to ensure a cohesive process. 

Change Management 

• Support employees through the transition, addressing concerns and ensuring smooth cultural integration. 

• Create a playbook for the migration to common CRM systems, custodial platforms, client reporting tools and other core technology with minimal disruption to clients and advisors. 

• Ensure the accuracy and integrity of data during change processes. 

What You Bring:   

To perform this job successfully, the individual should have the following skills and abilities. 

Project Management Expertise 

• Experience managing complex projects in fastpaced environments. 

• Strong understanding of scope, schedule, budget, and risk management frameworks. 

• Familiarity with PMO methodologies and tools 

Business & Technical Acumen 

• Ability to analyze and translate business requirements and familiarity with technology requirements. 

• Understanding of enterprise strategy and how projects support organizational goals. 

Communication & Leadership 

• Excellent written and verbal communication skills, including preparing and delivering presentations. 

• Ability to lead cross functional teams, manage conflict, and drive consensus. 

Analytical & Problem-Solving Skills 

• Ability to evaluate project performance, identify issues, and recommend solutions. 

Professional Attributes 

• Ability to work independently and manage multiple concurrent initiatives. 

• Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies 

• Ability to identify and resolve sensitive issues that arise during a change management process. 

• Excellent communication and relationship-building skills, with the ability to influence and inspire across all levels of an organization. 

• Ability to think strategically, with a proven ability to collaborate cross-functionally to influence outcomes. 

• Detail-oriented, consistent follow-up to drive accountability. 

• Travel up to 30%. 

Education, Experience, Certifications 

• 4-year degree in business, technology, operations, or related field. 

• 3-5 years of experience in project management. 

• PMP, Agile certifications are preferred. 

• Knowledge of common RIA applications including Orion, Addepar, Investigo, Envestnet, Black Diamond desirable. 

• Familiarity with Confluence, Smartsheet, Salesforce, MS Project, Lucid Charts required. 

• MS Office Suite required.